Custom Tags

Everyone organizes their database and Sales Pipeline in a unique way. Because of this, Command gives you the ability to create custom tags and custom fields. While custom fields give you the ability to create a standardized field that can allow you to add open ended responses, if there is a label that is standard to your business, add it as a custom tag and apply it to any number of contacts or opportunities. This allows you to organize your database and Sales Pipeline in any way you choose.

To create and edit your custom tags, complete the following steps:

1. From a browser, go to: https://console.command.kw.com.

2. Log in using your Keller Williams user name and password.

3. On the top-right corner of Command, click your name.

4. Select Settings from the drop-down menu.

5. On the left-hand Settings pane, click Command Settings to display the Command settings.

6. Under Command Settings, click Contacts to display the Contacts settings.

7. Click Custom Tags.

8. Choose whether you want to edit the custom tags for Contacts or Opportunities (Contacts is chosen by default).

9. To create a new tag, click Create New Tag.

10. Complete the Add New Tag popup window fields, and then click Create.

    Your new custom tag is now ready to add to your Contacts or Opportunities.

11. To edit an existing custom tag, click the Edit icon to edit the name and color of the tag and click Save.

12. To delete a custom tag, click the Delete icon and click OK in the confirmation box.

Note

The number of contacts or opportunities assigned to each tag displays in the Linked Contacts or Linked Opportunities column. You cannot delete a tag if there are any contacts or opportunities assigned to it. You can click on the number of linked contacts, to see those contacts in your database.