Filters, Smart Views, and Customize Columns

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

• 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
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  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.
• How to Duplicate A Paid Ad in KW Command Campaigns
  After running an ad in campaigns in KW Command, you can duplicate that ad to use again. You can duplicate the ad exactly how it is and run it, bypassing the approval phase, or duplicate and then customize.
• SmartPlans Unsubscribe
  You can manually unsubscribe someone from aSmartPlan As you create new SmartPlans, you’ll need to remove someone from an old SmartPlan which would be the same as an unsubscribe.
• Managing Offers on Listings
  Once you have created multiple offers in opportunities for a listing inside KW Command, you can compare the offers.
• How To Create An Offer in KW Command
  In KW Command, you use the offer management systems to create offer comparisons. You’ll be able to share a URL for a listing to allow intake of offers, or share comparisons using your download or mailchimp options.
• Create an Opportunity
  In this guide, you’ll learn how to create an opportunity in KW Command. Opportunities allow you to track your real estate transactions.
• KW Command Help – Which IDX Do I Put My Buyer On?
  Lori Ballen has shared a new KW Command Video Tutorial – KW Command Help – Which IDX Do I Put My Buyer On?