get started with command and kelle - choosemybroker.com · b. local insights c. kelle neighborhood...
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Get Started with Command and Kelle
Click anywhere to get started.
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
Table of Contents
• Contacts• Local Insights• Kelle Snaps• Kelle and KW Connect• Navigation Menu• Enable “Hey Kelle”• Getting Help• Map Functionality• Profile
• Log on to Command• Connect Your Applications• Add Custom Fields• Add Custom Tags• Add Contacts• Complete Your Marketing Profile• Complete Your KWConnect Profile
CommandKelle
Start with Command Start with Kelle
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
Get Started with Command and Kelle
ContactsKelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Make sure your Kelle app is up to date!2. Open Kelle3. Scroll left or right to view your contacts
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Select to call your contact
Select to text your contact
Select to email your contact
Select to log interactions, view activity history and edit contact
Next
Local Insights
Get Started with Command and Kelle Kelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Open Kelle2. Select to add a local insight3. Select View on Map to view insights in your
current area
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Kelle Neighborhood Snaps
Get Started with Command and Kelle Kelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
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1. Open Kelle2. Scroll down until you see Kelle Neighborhood Snaps3. Scroll left or right to see Snaps close to your current
location4. Click View Kelle Snap to see the neighborhood
details
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Kelle and KWConnect
Get Started with Command and Kelle Kelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Open Kelle2. Scroll left or right to see recent content
posted on KWConnect3. Select a video to watch the content4. If prompted, log on to access KWConnect
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Kelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Open Kelle2. Navigate to the bottom menu bar
Navigation Menu NextPrevious
Accessa. Recent contactsb. Local Insightsc. Kelle Neighborhood Snapsd. Recent KWConnect content
Accessa. Feedb. Chatc. Groups
Access
Accessa. Your profileb. Settingsc. Notificationsd. Submit Feedback
Accessa. Contact Listb. Local Insightsc. Filterable mapd. Referral network
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a. Consumer App- COMING SOON!
Enable “Hey Kelle”*
Get Started with Command and Kelle Kelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Open Kelle2. Navigate to the bottom menu bar3. Click More4. Click Settings5. Toggle to select to Listing for "Hey Kelle"
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*Coming soonfor Android
Get Started with Command and Kelle
Get HelpKelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Open Kelle2. Navigate to the bottom menu bar and click3. Select help topics from the list:
a. General Questionsb. Calendarc. Contactsd. Referralse. Connectf. CGIg. Listingsh. Local Insightsi. QR Code Scanningj. Profit Share
4. Click here for additional help with Kelle
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Map Functionality
Get Started with Command and Kelle Kelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Open Kelle2. Navigate to the bottom menu bar3. Select Command4. Select the Map option
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21 Filter to narrow your search
Search by city or postal code
Change the search category using the dropdown
Search the map for agents based on business location
Search the map for contacts based on their address
Search the map for local insights
Search the map for MLS listings
Search the map for Neighborhood Snaps
Results fly-out menu. Click to view a list of results
Profile
Get Started with Command and Kelle Kelle: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Open Kelle2. Navigate to the bottom menu bar3. Select More4. Select the Profile option5. Click Edit to update your profile
Table of ContentsPrevious
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Log on to Command
Get Started with Command and Kelle Command: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
1. Log on to Command by clicking here or going toagent.kw.com
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Click the Question Mark to access immediate KWU assistance related to the page you are on
Click Support to get additional help
Click the appliations icons to navigate Command
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JC Jessica Campbell
Get Started with Command and Kelle Command: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
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Connect Your Applications 1. Log on to Command by clicking here or going toagent.kw.com
2. Click on your name (top right-hand corner)3. Click Settings
i. Facebookii. Twitter (Ads Manager)iii. Google Adwords
4. Connect your applicationsa. Social
i. Facebookii. Twitter
b. Productivity
c. Marketing Automation
d. Email Marketingi. MailChimp
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i. Your profileii. Settingsiii. Notificationsiv. Submit Feedback
Command and Kelle: Setup and Overview Command: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
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Add Custom Fields 1. Log on to Command by clicking here or by going toagent.kw.com
2. Click on your name (top right-hand corner)3. Click Settings4. Click Custom Fields5. Click Create New Custom Field6. Enter the Custom Field Name7. Select the Custom Field Type from the drop-down
menu8. Click Create9. Repeat this process until you have entered all of your
desired Custom Fields.
Command and Kelle: Setup and Overview Command: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
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Add Custom Tags 1. Log on to Command by clicking here or by going toagent.kw.com
2. Click on your name (top right-hand corner)3. Click Settings
6. Repeat this process until you have entered all of yourdesired Custom Tags.
?4. Click Custom Tags5. Click Create New Tag
a. Add Tag Nameb. Select tag colorc. Click Create
Command and Kelle: Setup and Overview Command: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
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Add Contacts
For additional support, review:9 Steps to Transition Your Business to Command guide hereContacts: Overview, Setup, and Import Guide here
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1. Log on to Command by clicking here or going toagent.kw.com
2. Select Contacts3. Select Import from the top right-hand corner
a. If your system is supported by PieSync, usePieSync. Click here to check
b. If your system is not supported by PieSync, use theCommand Contact Import TemplateCommand > Contacts > Import > Download
**Save as .CSVc. Or add contacts manually in Command or Kelle ?
Get Started with Command and Kelle Command: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
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Complete Your Marketing Profile 1. Log on to Command by clicking here or going toagent.kw.com
2. Click on your name3. Click Settings4. Select the Marketing Profile option on left-hand side
5. Update your profile and click Save
Update the following:1. Your photo2. Team photo (if applicable)3. My Details
a. First Name and Last Nameb. Agent License Numberc. Teamd. Designations/Credentialse. Biof. Contact informationg. DBA logoh. Market Center informationi. Legal footerj. Social optionsk. Your Branded KW App link
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Get Started with Command and Kelle Command: Setup and Overview
© 2019 Keller Williams Realty, Inc. V 1.1-03.12.19
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Complete Your KWConnect Profile 1. Log on to Connect by clicking here or going towww.kwconnect.com
2. Click on your image in the top right-hand corner3. Select My Profile4. Click Edit My Profile5. Update the following
a. Profile photob. Banner imagec. Emaild. Phonee. Service areaf. Biog. Social Mediah. Email Frequencyi. Profile Display options
6. Click Update to save your changes
Table of Contents
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