More About SmartPlans Take The Guesswork Out Of Client Communication

More About SmartPlans Take The Guesswork Out Of Client Communication
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Tech Tuesday – Keller Williams Capital Properties

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So here once again we've currently set this up currently had it if not I hit connect account and after that it opens up a little window and just as you log in to Keller Williams command account as soon as you visit you hit yes continue and generally then it comes back to this screen like I stated which I've already linked here so from here I'm going to go on and click conserve and continue.



So I'm going to show you how to set these up here so what this does is pulls in a real example from the source that it's going into so information source if I start to key in IDX, for example, you'll see there's a choice for IDX leads so if you had IDX if you had display IDX we had different sources you can pick that however in this case due to the fact that I'm connecting an IDX broker we're going to pick IDX leads.


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In this case I'm not utilizing the IDX lead information I am utilizing my real teams that are appointed in KW Command so we pull that up it needs to reveal me the Lori Ballen Team however for some factor it's not at the minute let me type that in so it need to have already prefilled Lori Ballen Group I'm not exactly sure why or if I start to enter any provides me my options but it didn't in this case so we'll see if that connects us properly.