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.
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To change the permissions for an agent, the rainmaker must be logged into the team account.
- Visit Settings
- choose General Settings
- Team Management
- Find the tab that reads PERMISSIONS
- Use the arrow to drop down to the appropriate settings.
| Function | Standard | Enhanced | Unlimited |
|---|---|---|---|
| Function | Standard | Enhanced | Unlimited |
| View Lead Pool | ✅ | ✅ | ✅ |
| Add Contacts | ✅ | ||
| Use Team SmartPlans | ✅ | ||
| Release a Claimed Lead back to team | ✅ | ||
| View All Team Leads and Contacts | ✅ | ✅ | |
| Mark Any Contact as a Lead | ✅ | ✅ | |
| Assign Lead/Contact Ownership | ✅ | ✅ | |
| Edit Contact Info on any lead | ✅ | ✅ | |
| Add a Team Contact or Lead | ✅ | ✅ | |
| Message any team contact or lead | ✅ | ✅ | |
| Archive team leads and contacts | ✅ | ✅ | |
| View any team members leads | ✅ | ✅ | |
| Change a team contact to a lead | ✅ | ✅ | |
| Add team members’ contacts to a smart plan | ✅ | ✅ | |
| Message members’ contacts | ✅ | ✅ | |
| Edit Team Smart Plans | ✅ | ✅ | |
| Delete Team Smart Plans | ✅ | ✅ | |
| Add Team Contacts to Team Smart Plans | ✅ | ✅ | |
| Remove Team contacts from Smart plans | ✅ | ✅ | |
| View Contacts in a SmartPlan | ✅ | ✅ | |
| Publish a SmartPlan to the KW Library | ✅ | ✅ | |
| Duplicate a Smartplan | ✅ | ✅ | |
| Create or Edit a SmartPlan | ✅ | ✅ | |
| Add a SmartPlan to the Teams List | ✅ | ✅ | |
| Manage Team Permissions | ✅ | ||
| Turn On/Off Command Accounts ⚠️ | ✅ | ||
| Request Updates to the Team Roster | ✅ | ||
| Add/Delete Guest user (Virtual Assistants) | ✅ | ||
| Manage Team Tags, Fields, Lead Sources | ✅ |
- How to Change your Logo in KW Command
Here’s how to change your logo in KW Command. - KW Command SmartPlansKW 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 CommandIn 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 Then, in Settings, under Command Settings, and contacts, you can delete contacts that have been archived.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 CommandYou 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 CommandI 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!
