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

• New Registrant On Website
  When a contact registers on your KW Command Website, you’ll see the red dot on the bell icon when logged into KW Command. With The Kelle App, you will also see a notification. Click on the contact to view the properties they explored.
• How to Claim a Contact
  When a contact in the KW Command Database is marked as a lead, agents on the team can “claim” leads from the lead pool. Here’s How.
• KW Command Lead Cultivation
  Today I thought it would be fun to kind of show you how I am cultivating leads inside of the KW command system using Tasks, SmartPlans, and Lead Pool.
• Customer Viewed Properties
  We can see what properties our contacts are viewing and saving in the contact record.
• How To Add Your KW Command App To Your Facebook Page
  Lori Ballen has shared a new KW Command Videeo Tutorial – How To Add Your KW Command App To Your Faceebook Page
• KW Command Campaigns Dashboard
  The KW Command Campaigns Dashboard allows you to review important metrics about your campaigns. This guide will explain how to read your KW Command Dashboard.
• How To Place a Google Ad in KW Command
  For those that have never dabbled in Google Search and Display ads, KW Command makes getting started with Google Ads easy. Here is How to place a Google Ad using KW Command Campaigns.
• How To Add a New Agent To The Team Page
  In this video, Jeff Helvin of Ballen Brands shares how to add a new agent to the KW Command Agent Website Team Page,
• KW Command Campaigns
  KW Command Campaigns is the applet offering social posts, paid ad campaigns, email campaigns, and direct mail campaigns.
• KW Command Landing Pages
  Landing Pages inside KW Command are stand alone pages that are not part of your agent website. They are designed to not have the website menu or other distractions. Popular uses so far are listing landing pages, open house sign in pages, and testimonial collection pages. Learn How to use Keller Williams Landing Pages in this guide.