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Get Started with Command and Kelle

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© 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



ContactsKelle: Setup and Overview


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


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



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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



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


1. Open Kelle2. Navigate to the bottom menu bar

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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”*



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 HelpKelle: Setup and Overview


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



1. Open Kelle2. Navigate to the bottom menu bar3. Select Command4. Select the Map option

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87654

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



1. Open Kelle2. Navigate to the bottom menu bar3. Select More4. Select the Profile option5. Click Edit to update your profile

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Log on to Command

Get Started with Command and Kelle Command: Setup and Overview


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



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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


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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.



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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



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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 ?

https://www.piesync.com/connections/

https://answers.kw.com/hc/en-us/articles/360015702154-Add-a-Contact



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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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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

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