command your transactions
What do you need help with?
set up opportunity pipelines
Customize Opportunities
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.
Customize Your Opportunity Pipelines
Learn how to customize your Opportunity pipelines in Command.
Set Up Client Updates for Your Opportunities
Learn how to set up client updates in Command.
create & manage opportunities
Manage Opportunities Like a Pro
Follow a deal through the Opportunities pipeline from lead to close.
Add a Listing to an Opportunity
The most reliable way to get your contacts in to Command is to import a list of contacts.
Manage Your Opportunities
Learn how to manage your Opportunities through the pipeline in Command.
Manage Checklists in Opportunities
Learn how to manage your checklists in Command.
Create and Manage Custom Folders
Learn how to create custom folders for Opportunities.
Mark an Opportunity as Lost/Archive an Opportunity
Learn the difference between when an Opportunity should be marked as Lost and when an Opportunity should be Archived.
Restore an Archived Opportunity
Learn how to restore an archived Opportunity.
CREATE, SHARE, AND MANAGE OFFERS
COMPLIANCE AND OPPORTUNITIES
Prep to Get Paid: Command, Compliance, and Commissions
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.
Add Compliance Documents to an Opportunity
Learn how to attach Compliance Documents to an Opportunity
Submit Compliance Documents to Your Market Center
Learn how to submit compliance documents to your Market Center
Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center
Learn how to replace rejected documents and resubmit for approval in Command.
Create a New Compliance Document Checklist Version for an Opportunity
Learn how to create a new Compliance Checklist version for an Opportunity in Command.
Create an Outgoing Referral Opportunity
Learn how to create an outgoing referral opportunity in Command.
How to Split a PDF in Command
Learn how to split a PDF using Command.
COMMISSIONS
Submit a Commission Request
Submit a Commission Request for an Opportunity
How to Edit General Information and adding/subtracting the MLS fee
Learn how to edit general info and add or subtract MLS fee.
Deductions, Concessions, Bonuses and Outside Referrals
Learn about Deductions, Concessions, Bonuses and Outside Referrals.
How to Split Units/Commission with Team Members
Learn how to Split units or Commission with Team members.
How to Submit the Commission and Request Terminations
Learn how to submit the commission and request terminations.
DOCUSIGN
Create and Connect Your DocuSign Account
Learn how to connect DocuSign to your KW Command platform
Enter and Validate Your NRDS ID
Learn how to enter and validate your NRDS ID.
Create a DocuSign Room for an Opportunity
Create and connect your DocuSign account in Command.
Access a DocuSign Room for an Opportunity
Learn how to access a Docusign room for an Opportunity
Sync Opportunity Details with the Connected DocuSign Room
Learn how to sync Opportunity details with the connected Docusign room.
Create an Envelope and Get Signatures on Forms in DocuSign
Learn how to create an envelope and get electric signatures on forms in Docusign.
How to make corrections once an envelope has been sent out for signatures
Learn how to make corrections on sent envelopes.
Set Up In-Person Signing
Learn how to set up in-person signing for a DocuSign Envelope.
How to Split a PDF in DocuSign
Learn how to split a PDF in Docusign.
Create a Static Data Form Template
Learn how to create a static data form template in DocuSign
Apply a Static Data Form Template to a Document
Learn how to apply a static data form template to a document in DocuSign .
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