Be. Do. ACHIEVE.
Be. Do. ACHIEVE.
Use this job aid to create a plan for how you want deals to move through your pipeline, so you can know exactly where your clients are in the process at any time.
Learn how to customize your Opportunity pipelines in Command.
Learn how to set up client updates in Command.
Follow a deal through the Opportunities pipeline from lead to close.
Learn how to create an Opportunity within KW Command.
The most reliable way to get your contacts in to Command is to import a list of contacts.
Learn how to manage your Opportunities through the pipeline in Command.
Learn how to manage your checklists in Command.
Learn how to create custom folders for Opportunities.
Learn the difference between when an Opportunity should be marked as Lost and when an Opportunity should be Archived.
Learn how to restore an archived Opportunity.
This livestream details what you need to know about this new (and soon to be required) workflow for compliance, plus how commissions and document management will soon all merge together to create the end-to-end sales pipeline you’ve been dreaming of.
Learn how to attach Compliance Documents to an Opportunity
Learn how to submit compliance documents to your Market Center
Learn how to replace rejected documents and resubmit for approval in Command.
Learn how to create a new Compliance Checklist version for an Opportunity in Command.
Learn how to create an outgoing referral opportunity in Command.
Learn how to split a PDF using Command.
Submit a Commission Request for an Opportunity
Learn how to edit general info and add or subtract MLS fee.
Learn about Deductions, Concessions, Bonuses and Outside Referrals.
Learn how to Split units or Commission with Team members.
Learn how to submit the commission and request terminations.
Learn how to connect DocuSign to your KW Command platform
Learn how to enter and validate your NRDS ID.
Create and connect your DocuSign account in Command.
Learn how to access a Docusign room for an Opportunity
Learn how to sync Opportunity details with the connected Docusign room.
Learn how to create an envelope and get electric signatures on forms in Docusign.
Learn how to make corrections on sent envelopes.
Learn how to set up in-person signing for a DocuSign Envelope.
Learn how to split a PDF in Docusign.
Learn how to create a static data form template in DocuSign
Learn how to apply a static data form template to a document in DocuSign .
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