FAQ COMMAND

Get Started with Contacts

 Missing Contacts? Check These Places First

How can my contacts resubscribe to my emails that are sent from Command?

Resubscribe Contacts to Command Email

Add a Contact

Add a Lead

Import Contacts into Command

Access and Download the Command Import Error Log

How Does Command Prevent Duplicate Contacts?

Edit a Contact or Lead

Contact and Lead Detail Fields

Export Contacts and Leads

View Video Tour Requests in Command

Share a Copy of a Lead/Contact

Customize Columns in Contacts

Create Saved Searches for a Contact

View Your Client's Collections in Command

Saved Search vs Collection

Export Mailing Labels

Track Client Engagement with Your KW App and Site

Transfer Contacts/Recruits from an Exported Spreadsheet to the Command Import Template

Mark Contacts as Leads

Add a Neighborhood to a Contact

Why am I getting a 403 error when trying to access a lead/contact?

Why can't I find the address I need in the list of auto-populated addresses when adding an address to a contact or opportunity?

Add Custom Fields to Contacts

Conversion Monster Contact Tags

System Contact Tags

Add a Note to a Lead/Contact

Add an Activity to a Lead/Contact

Add a Custom Lead Source to a Lead/Contact

Create an Appointment with a Contact in Your Google Calendar Using Command

Manage Your Contacts

Timeline Activity Log

Text and Reply to Your Contacts Through Command Using Twilio

Add a Relationship to a Contact

Customize Columns, Use Filters and Create SmartViews in Contacts

Add or Remove Contact Tags

Call Your Contacts Using Command

Archive, Delete, or Restore Contacts

Format Zip Codes that Start with a Zero for Importing Contacts

Import Your Database from BoomTown to Command

Import Your Database from CINC (Commissions Inc.) to Command

Import Your Database from Top Producer to Command

Import Your Database from Real Geeks to Command

What is API Nation and why should I use it?

Which apps does API Nation support?

Are there required fields to sync contacts with API nation and what are they?

Should I select the "sync all contacts on first run" option?

Can I sync contacts without an email address?

What is the Log used for in API Nation, how can it help someone setting up a sync?

How does API Nation pricing work?

Get Started with API Nation

Purchase an API Nation Sync Subscription in the KW Marketplace

Sync Google Contacts with Command Using API Nation

Sync iCloud Contacts with Command Using API Nation

Sync Follow Up Boss Contacts with Command Using API Nation

Sync Dotloop Contacts with Command Using API Nation

Sync Outlook Contacts with Command Using API Nation

Sync Command Contacts with Mailchimp Using API Nation

Sync LionDesk Contacts with Command Using API Nation

Sync Command Contacts with BombBomb Using API Nation

Sync Facebook Leads with Command Using API Nation

Sync Zillow Leads with Command Using API Nation

Sync Leads from Listings-to-Leads with Command Using API Nation

Sync Real Geeks Leads with Command Using API Nation

Edit an API Nation Contact Sync

View Sync Logs in API Nation

Remove an Existing API Nation Sync

Cancel an API Nation Sync Subscription

Get Started with Opportunities

 Help! My Opportunities are Missing!

Opportunities - Am I Able to Transfer an Opportunity to another Pipeline or Market Center?

How To Create a Porch Repair Estimate Report in Command

Create an Opportunity

Edit the Details of an Opportunity

Add a Listing to an Opportunity

Manage Task Checklist Items in a Specific Opportunity

Manage Your Opportunities

Sync Opportunity Details with the Connected DocuSign Room or Dotloop Loop

Mark an Opportunity as Lost or Archive an Opportunity

Access the Timeline in an Opportunity

Close an Opportunity

Search All Opportunities

Create and Connect Your Document Management Accounts with Command

Restore an Archived Opportunity

Opportunity Details

Use Filters and SmartViews in the All Opportunities Search

How do I create an Opportunity if I'm the Buyer and Listing Agent?

Send Your Buyer an Invite to Keller Covered Through an Opportunity

Customize Your Opportunity Pipelines

Create and Edit Task Checklists in Opportunity Pipelines

Set Due Dates for Checklist Items within a Specific Opportunity

Create and Manage Opportunity Tags

Default Stages and Probability Percentages in Opportunities

Get Started with Compliance & Commissions in Command (Agents)

Utilize Compliance Folder Messaging (Agent)

Attach Compliance Documents to an Opportunity

Attach a One-off Compliance Document to an Opportunity

Submit Compliance Documents to Your Market Center for Approval

Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center

Create a New Compliance Document Checklist Version for an Opportunity

Export/Email Documents Attached to an Opportunity

Create and Manage Custom Folders for Opportunities

Split a PDF into Multiple Documents in Command

I don't use Dotloop nor DocuSign. Can I keep the vendor I am currently using?

I am an agent. Who do I contact if I have questions?

How will this help my business? What value is this bringing me?

Will my state and local forms be available?

 DocuSign Support Quick Guide

Change the Default Time Zone in Your KW DocuSign Account

Email Documents or Email Communication to Your DocuSign Account

My Command & DocuSign Workflow

Get Started with DocuSign Rooms

Create and Connect Your DocuSign Account in Command

Create a DocuSign Room for an Opportunity

Access the DocuSign Room for an Opportunity

Add or Edit Transaction Details in a DocuSign Room

Add Forms to a DocuSign Room

Create and Send an Envelope in DocuSign

Correct an Envelope in DocuSign

Void (Cancel) an Envelope in DocuSign

Create a Static Data Form Template in DocuSign Rooms

Apply a Static Data Form Template to a Document in DocuSign

Share Forms Access with Room Members in DocuSign

Add Forms on Behalf of Someone Else in DocuSign

Remove a Room Member's Shared Forms Access in DocuSign

Set Up Your DocuSign Inbound Email Address

Get Started with Zipforms in DocuSign

Create and Use Templates in DocuSign

Dotloop/DocuSign Feature Comparison

Split a PDF in to Multiple Documents in DocuSign

Enter and Validate Your NRDS ID in DocuSign

Update Price in DocuSign

Change Your Name in DocuSign

Invite People to a DocuSign Room

Share Templates in DocuSign (Leadership)

Change Your DocuSign Email Address

Edit Your DocuSign Signature

Edit Templates Shared by Your Market Center

Set Up In-person Signing for a DocuSign Envelope

Accommodate Document Signings for Representative Capacity (Power of Attorney, Trustee, etc.)

How do I request a new form or changes to be made to an existing form, in DocuSign?

 DocuSign Quick Reference FAQ: Who do I contact for DocuSign and compliance related issues?

How do I remove associates from DocuSign who are no longer with the Market Center? (Leadership)

How do I use a form multiple times in my DocuSign Room?

DocuSign : Where do I find my Envelope ID?

DocuSign says I’ve run out of envelopes or DocuSign is trying to bill me for service

Help! My KW DocuSign Account is No Longer Connected in Command

How can I edit a DocuSign Envelope after it has been sent or signed?

Why are Market Center Forms missing from the Library?

Why am I seeing a watermark on my forms in DocuSign?

How do I add brokers to my Room in DocuSign?

Can I connect an existing DocuSign account to Command?

How do I sign documents in DocuSign, as an agent in the DocuSign Room?

ZipForms is connected to DocuSign through my association, how do I unlink it?

How do I connect my zipForm account to my DocuSign?

Can I delete a single page from a multi-page document in an envelope?

What if a deal falls through in Command? Can I delete a document from a DocuSign Room?

How To Save A .har File From Google Chrome for DocuSign

Create an Offer in an Opportunity

Edit an Offer

Accept, Reject, or Counter an Offer in an Opportunity

Share Offers

Download an Offer Comparison

 Help! My Listings are Missing!

What happens once my listing is in Command and on KW.com?

KWLS 2.0 Listing Feed

Submit a Sync Listing Request

Find Your Listings in Command

Search Listings in Command

Submit a Commission Request for an Opportunity

Submit a Commission Termination Request

Common Errors on the Commissions Page

Set Up Client Updates for Your Opportunities

 Complete Your Marketing Profile

Set Recurring Charitable Deductions for Commissions

Connect Your Applications in Command Settings

Connect Your Command Account to Zapier

Create and Edit Custom Fields

Create and Manage Lead Sources in Command

Create and Manage Contact Tags

Disconnect Your Mailchimp Account From Command

Enter Military Affiliations in Command

Enable the Keller Covered Integration for Opportunities

Verify Your Mailchimp Account

Verify Your Email Domain in Mailchimp

What happens if I change my Command Email subscription?

Get Started with Command Email

Track Your Monthly Command Email Usage

Make Changes to Your Monthly Command Email Subscription

Customize Your Display Name and Reply-to Address for Command Email

Why my "Reply-To" email is not displayed in the "From" address on the email that is sent?

Command Email Best Practices

What causes Twilio credits to expire?

What happens if someone who is not in my contact database texts my Twilio number?

Best Practices with Twilio

How quickly will an agent be able to access & use Twilio in command after setup?

How much does sending a text message cost in Command?

How do I purchase more Twilio credits?

What happens if I don't pay my Twilio subscription?

Is there a team version of Twilio that we can use in Command?

Why did my Twilio number transfer request fail?

Can I use my KW Twilio number in tandem with other third party applications?

Can I use my personal cell phone number in Command?

Can I get a second number for my KW Twilio Account?

Are there areas where Twilio does not provide phone numbers?

Can a new Agent use an existing Twilio number within Command?

How will the new Twilio integration affect active SmartPlans?

When I upgrade or downgrade my monthly Twilio subscription, how long will it take to apply to my account?

What happens if someone calls my KW Twilio phone number?

Set Up Call Forwarding for Twilio

Edit Call Forwarding Number for Twilio

Disable Call Forwarding for Twilio

How will the new Twilio integration affect currently connected numbers in Command?

Convert SMS Message to MMS Message

How can my contacts opt in or opt out of texts sent from Command?

If I leave KW can I take my Twilio number with me?

If I don't use all of my credits will they roll over to the next month?

Where can I find my Twilio Sub ID?

Request Your Twilio Number to be Released

Verify Your Carrier Brand Registration Status for Twilio

Find Your Non-KW Twilio Account Information on Twilio.com

Purchase a Twilio Subscription in KW MarketPlace

Set Up a New Twilio Number in Command

Transfer Your Existing Twilio Number to Your KW Twilio Account

What are the differences in the options to set up a Twilio number in Command?

Can I transfer an existing number from an outside service to my KW Twilio account?

Reconcile Past Due Twilio Invoice

Get Started with Twilio in Command

Track Your Twilio Usage (Text Messaging in Command)

Twilio Credits and the Cost of Sending Text Messages

Make Changes to Your Monthly Twilio Subscription

Put Your Twilio Account on Hold

Cancel Your Twilio Subscription

Change Twilio Number

Add a SmartPlan from the SmartPlans Library

Create a Custom SmartPlan

Edit an Active SmartPlan

Edit an Inactive SmartPlan

Add Contacts to a SmartPlan

Remove Contacts from a SmartPlan

Publish a SmartPlan

Best Practices for Publishing SmartPlans

Unpublish a SmartPlan from the SmartPlans Library

Delete a Smartplan

Add Contacts to the Home Anniversary SmartPlan

Add Contacts to the Birthday SmartPlan

Add Contacts to the Promote My App SmartPlan

Add Contacts to the Quarterly Call SmartPlan

Add Contacts to the Bi-Weekly Neighborhood Nurture SmartPlan

Add Contacts to the Monthly Neighborhood Nurture SmartPlan

Why would a SmartPlan step fail to send and show an error?

Why isn't My Birthday Smartplan Working?

When are SmartPlan emails sent out?

Why aren't my SmartPlans sending text messages?

What happens when a client unsubscribes from a SmartPlan text?

What happens when a client unsubscribes from my SmartPlan email?

Why is My Contact's Email Address Blocklisted?

 Get Started with Campaigns

Utilize the Campaigns Dashboard

Add a Credit Card and Manage Your Payment Profile in Campaigns

Set Up for Success Before Launching a Facebook Ad Campaign

Create and Schedule an Email Campaign

How do payments and credits work with Facebook/Instagram Ad Campaigns?

Create a Direct Mail Campaign with Pre-made Templates

Create a Direct Mail Postcard Campaign Using a Custom Design

Track and Manage Direct Mail Campaigns

How do I stop or cancel a RealMailers Campaign?

Connect Your Facebook Account in Command

Create a Social Ad Campaign

Pause an Active Social Ad Campaign

Create and Manage Social Posts

Create a Social Quick Post in Campaigns

Track Paid Ad Campaign Performance

Track and Manage Social Posts

Create and Configure a Multi-Listing Social Ad Campaign

Configure Your Facebook Ad Campaign

Configure Your Google Adwords Ad Campaign

Configure Your Twitter Social Ad Campaign

Configure Your Instagram Social Ad Campaign

Find and Manage Facebook and Instagram Leads Captured From Ads

Create and Configure a Neighborhood SmartVideo Social Ad

Create a Neighborhood SmartVideo Social Post

Track and Manage Paid Ad Campaigns

Archive or Delete an Ad in Campaigns

Duplicate a Social Ad

Set Up Two Factor Authentication for your Facebook Account

When do I get a receipt for my Facebook and Instagram campaigns?

Track Your Facebook and Instagram Credits

Why am I getting an error when trying to launch a Facebook Ad Campaign in Command?

Use Videos in Social Ad Campaigns

Target Your Database with a Facebook or Instagram Social Ad

Refresh Leads for a Facebook or Instagram Ad in Campaigns

KWFacebooksupport@kw.com Credit Card Expiration Notice Emails

Create and Manage Email Recipient Lists for Email Campaigns

Create and Schedule a Newsletter Email Campaign

Track Email Campaign Metrics

Track Client Engagement with a Specific Email Campaign

Why didn't my email campaign get sent?

Get Started with Designs

Create a Print Marketing Design in Command

Create a Social Media Marketing Design

Create an Email Template in Designs

Use the Command Email Editor

Order Prints in Designs

Get Started with the Print and Social Design Editor

Customize Your Asset Library in the Design Editor

Use the Elements Panel in the Design Editor

Use the Images Panel in the Design Editor

Use the Text Panel in the Design Editor

Use the Logos Panel in the Design Editor

Use the KWLS Panel in the Design Editor

Use the Animations Panel in the Design Editor

Save, Download, and Share Your Marketing Designs (Print and Social) in the Design Editor

Create a Quarterly Personally-branded Magazine Print Design

Create Marketing Design for a Luxury Listing

Access Stock Images in the Print and Social Design Editor

Import and Download HTML Email Templates

Create a Neighborhood Snap Print or Social Design

Create a Hero Image for Your Site

Create a Print or Social Design to Promote Your App

Create Folders in Designs and Organize Your Print and Social Designs

Access Your Social and Print Design Library

Create a Social or Print Design from Scratch

Import a PDF to Create a Print or Social Design

Create a Listing Presentation in Designs

Create a Buyer Presentation in Designs

Create and Download a Postcard Design for a Direct Mail Campaign in Command

Edit an Email Template

 Get Started with the KW App

Get Started with the Consumer Applet in Command

Create Collections for Your KW Site and App (Labs Participants Only)

Edit Your Agent Collections for Your KW App and Site (Labs Participants Only)

Customize Your Consumer Guide

Add Your Google Analytics Tracking ID to Command

Add Virtual Tours to Listings in Command

Market Center and MLS Attribution for Listings

Manage a Client’s Consumer Guide Steps in Command

Find and/or Edit Your Agent Site URL

Set Up Your Agent Site

Create a Custom Site Page

Customize Your Agent Site Navigation

Edit Agent Site Pages

Why is my KW Agent Site unbranded or redirecting to KW.com?

Create a Testimonial Display Page for Your Agent Site

Add Hero Image to Agent Site

Preview Your Command Agent Site and Site Pages

Sharing KW Agent Site Links: FAQ's

Help! Searching on kw.com is not displaying the correct map boundaries.

Find Your KW App URL

Download Your KW App

Create an Account and Log In to Your KW App

Share Your KW App

Why does my KW App URL say 'undefined'?

Why did my app URL change?

Create and Publish a Standalone Landing Page

Create a Testimonial Capture Landing Page

Customize the URL for a Landing Page

Deactivate a Landing Page

KW Agent Information on Listings

Select Featured Listings for Your KW Site and App

Remove Featured Listings From Your KW Agent Site & App

Hide Keller Mortgage and Keller Covered Links in Listings on Your KW App and Site

Disable Neighborhood Boundaries for Consumer Search on the KW App and Agent Site

What international countries/regions can I search for listings in?

Should the listing details for international listings automatically translate to the local language?

Hiding Neighborhood Boundaries on the KW Agent Site and App: FAQs

I have an active commercial listing in my MLS, why is not displayed on my KW agent site or the KW app?

Manage Opportunity Tasks

My tasks are missing, where did they go?

Manage Contact Tasks in Command

Create Contact Tasks in Command

Use the Map to Find a Referral Partner

Send a Referral Network Invitation

Accept a Referral Network Invitation in Command

Send a Referral

Broadcast a Referral

Accept a Referral Request

Track and Manage Your Referrals

View Referral Patterns in Command

Use the Database Health and Activity Reports in Command

Set or Edit Your Goals in Command

Track Your Goals Progress in Command

Export Reports in Command

Track Your Command Email Engagement

Set Activity Tracking Reminders for Solo Agents

Submit Activity Updates for Solo Agents

View Activity Tracking Report for Solo Agents

Follow Up Boss Field Mapping

BoomTown Field Mapping

CINC (Commissions, Inc.) Field Mapping

Real Geeks Field Mapping

Brivity Field Mapping

Top Producer Field Mapping

eEdge Field Mapping

 Working with KWRI Tech Support: Tips and Best Practices

 KW Support Cheat Sheet: Who to Contact for Common Issues

 Notifications in Command (Agents)

 Why isn't My Facebook Ad Campaign Generating Leads?

Change Name and Contact Information for KW Profiles

Consumer-facing Agent Information Reference Guide

Command Email Unsubscribe

How do I join the Labs program?

Why Can't I Access the MC Intranet?

Help Finding Neighborhoods in Command

How do I take a screenshot?

Can my deactivated KW email account be reactivated?

Agent Offboarding Checklist for MC Leadership

Get Help in Command

Reference Numbers in Command

Offboarding Considerations for an Agent Leaving a Team

Offboarding Considerations Before Deactivating a Team

Agent Offboarding Timeline

Command Team Functionality