Hi! I’m Lori “Vegas” Ballen and today I’m going to show you how to use KW Command Contacts BETTER by using filters, smart views, and customize columns.

Tutorial Video

KW Command Filters

Contact Filters allow you to display a contact search according to certain filters you choose. You can choose a single filter or multiple filters.

Find the Filters above the contacts on the dashboard to open filters. You can begin by choosing to filter all contacts or just leads.

From there, filters include:

• Show Shared Contacts (check to show)
• System Tags
• Custom Tags
• Company
• Created : Range (Longer than or Within the Last)
• Lead Source
• Modified: Range (Longer than or Within the Last) – any change in the record including a note will modify the contact.
• Last Contacted: Range (Longer than or Within the Last)
• Last Visited: Range (Longer than or Within the Last) – This is the last time someone visited your KW agent website or App.
• Date of Birth: Range (Longer Than, Within the Last, Within the Next).
• Primary Address: Includes (variable)
• Primary Phone: Includes (variable)
• Primary Email: Includes (variable)
• Has Neighborhoods (This is great to see who you can add to a smart plan! Watch the video above to see how that is done without leaving the contact window.
• Ownership (Owned by me or shared by me)
• Ownership Type and Branded To Me

KW Command SmartViews

A SmartView in KW Command is a saved search of any kind that includes your choice of filters.

To save a search as a Smartview, simply use the filter to perform your search, then click Create Smart View. You will be able to edit or delete these later using the Manage Smart views option.

When saving your smartview, name it in a way you would recognize as this serves a short cut to access your most used searches that use a particular filter or set of filters.

If you check the box to save it as a default view, that will become the view every time you land on contacts. There is only one default view so be sure to choose wisely.

You can change the default smart view any time.

Customizing Columns

Customizing columns allows you to select or deselect the columns that appear in your search view. Custom fields are also included in the options. You can also click the items to the right and drag and drop them into the order you wish them to appear after the contact name.

You can save these columns with your filters as a smart view.

KW Command Guides

• How to Change your Logo in KW Command
  Here’s how to change your logo in KW Command.
• KW Command SmartPlans
  KW Command Smart Plans are in the works. While there are many smart plans available, text and email are still being formulated so we don’t have it all working without 3rd party applications just yet.
• How To Delete a Contact in KW Command
  In KW Command, you don’t actually delete a contact from the contact record. First, you archive the contact. Then, in Settings, under Command Settings, and contacts, you can delete contacts that have been archived.
• 3 Ways to Send Video Email in KW Command
  You can send emails to your database using an email campaign, smart plan, or Gmail. This video tutorial will show you these KW Command Email Strategies step by step.
• 9 Ways to Leverage a Listing in KW Command
  I recently sat down to create a new class I wanted to teach on how to leverage a listing in KW Command. I was blown away when I realized I had been recording for 90-minutes and there were still more strategies! Here are my strategies for marketing a listing in KW Command to get more leads!
• Team Permissions and Settings
  In KW Command, the team rainmaker can now authorize specific permissions to anyone on the team. There are 3 levels of team permissions including one that gives the agent (or admin) full control. To change the permissions for an agent, the rainmaker must be logged into the team account. Visit Settingschoose General SettingsTeam ManagementFind the …

  Team Permissions and Settings Read More »

• Smart Plans Library
  Now that we can share smart plans, you’ll find an amazing selection of KW created and Agent Created Smart Plans in the KW Command SmartPlans library. Next to each SmartPlan, you’ll see the author, the ratings, and how many people are using the SmartPlan.
• Setting Up Saved Searches in KW Command
  How to set up saved searches and email updates for contacts in KW Command
• Hyperlocal Facebook Ad + Smart Plan
  There are other ways to run Facebook Ads in KW Command even if you have no listings. While a listing is a great way to attract low-cost leads through Facebook lead forms, there are alternatives. In this guide, I’ll show you how.
• How to Run a Home Valuation Ad in KW Command
  My name is Lori Ballen and I’m a Keller Williams agent in Las Vegas. Using the Listings To Leads tool, I can run a Home Valuation Ad in KW Command to generate seller leads.