KW COMMAND FAQs & FILES
JUMP TO...
Command Help • Where Do I Start?! • Settings • Contacts • Tasks • SmartPlans • Referrals • Opportunities & Sales Pipeline
Compliance & DocuSign • Campaigns • Reports • Designs • Listings • Insights • Consumer Website • Consumer App • Kelle App
Command Help • Where Do I Start?! • Settings • Contacts • Tasks • SmartPlans • Referrals • Opportunities & Sales Pipeline
Compliance & DocuSign • Campaigns • Reports • Designs • Listings • Insights • Consumer Website • Consumer App • Kelle App
Get to Know KW Command
Finding help on Command can be tough simply because there are so many resources for support. Where do you start?! This page attempts to consolidate the HUGE amount of Command help & support resources available across KW, YouTube, etc. onto one, go-to page. Not only can you use this page to get many of your Command questions answered, but the pages linked below in this section can help you understand what KW Command is, and where to find only the best places for help & support beyond this page.
WHAT IS COMMAND? Agent Experience • Consumer Experience • Explore Command (See It in Action) • KW Outfront Technology Ideas & Articles WHERE TO FIND ANSWERS... KW ANSWERS: Command Support • KW ANSWERS: KW Marketplace • Tech-Enabled Agent |
Command Settings
Command Settings is the first place you should start in KW Command. Specifically, you should start by filling out your Marketing Profile. This profile feeds your contact info, headshot photo, team & office logo, social media links, etc. to other areas of Command such as your Consumer Website and Designs.
Your next step should be to connect any apps & services such as Gmail, Google Calendar, Facebook, Twitter, Twilio, etc. to Command. This is done in the Connected Apps area of your Command Settings. Connecting apps is typically just a matter of clicking the Connect button next to the service you're connecting, logging into that service with its username & password, then granting it permission/authorizing the service to connect to Command. TAKE ME TO... Connected Apps • Marketing Profile • Command Apps Marketplace HELP & TRAINING VIDEOS Tech Enabled Agent • 📺 Marketing Profile Webinar SETTINGS FAQ
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Contacts
Command Contacts is your customer relationship database, and the source for using Command's Opportunities, SmartPlans, and Tasks features. Without contacts, you can't create opportunities, market to them, or send them updates about their favorite neighborhoods! Below, you'll find some recommendations about getting contacts into your Command database.
FYI, getting contacts into your database won't get you business on its own—it's just the first step. Getting business from your database comes from the systems you use to touch & market to your database. Once you've got contacts into your Command database, you'll want to attend a Database Mastery class to learn the KW Elite-approved system for organizing your database so you can consistently touch your contacts to get business from them. TAKE ME TO... Contacts Database • Custom Tags • Custom Fields • Database Reports • Contact Archive • Database Wipe TRAINING VIDEOS 📺 Contacts Database Webinar • 📺 Neighborhood Landing Pages Webinar USEFUL FILES 💾 Command Contacts CSV Import Template • 💾 Command Contacts Template for Airtable CONTACTS FAQ
TEAMS CONTACTS FAQ
SHARING & ASSIGNING CONTACTS FAQ
CONTACT FILTERS FAQ
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Tasks
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SmartPlans
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Referrals
TAKE ME TO...
Referrals Dashboard • Grow My Network • KW Connect Referrals Profile TRAINING VIDEOS 📺 Referrals Profile Webinar • 📺 Referrals Network Webinar |
Opportunities & Sales Pipeline
TAKE ME TO...
Sales Pipelines TRAINING VIDEOS 📺 Opportunities & Sales Pipeline Webinar with Wes • 📺 Opportunities & Sales Pipeline Webinar with Andrew TEAMS OPPORTUNTIES FAQ
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Compliance & DocuSign (...and DotLoop)
Command compliance takes place in two places: Command Opportunities & the signature platform of your choice. KWRI now provides the DocuSign signature platform to all agents at no cost. KW Elite has also chosen to extend our DotLoop contract in order to provide agents with a familiar signing platform. Finally, a third option is provided to you via OKCMAR MLS, and that is AuthentiSign. Ultimately, whatever service you use to get documents signed, those documents must end up in a Command opportunity for review by the Compliance Broker.
The best two signature platforms are DocuSign and DotLoop due to their ability to connect to your Command account for easily transfering their documents to a Command opportunity. If you choose to use any other platform (such as AuthentiSign) you will need to manually download individual documents, then upload them individually into their Command document placeholders. Between DotLoop and DocuSign, DotLoop is probably the easier platform to use, but eventually KW Elite will end our contract, and move fully to DocuSign for signing documents (compliance review will still take place in Command), so you should learn DocuSign as soon as possible! TAKE ME TO... DocuSign Rooms TRAINING VIDEOS 📺 Compliance with DocuSign • 📺 Compliance without DocuSign • 📺 DocuSign for Beginners USEFUL FILES 💾 Compliance Help PDF COMPLIANCE FAQ
DocuSign FAQ
DotLoop FAQ
COMMISSIONS FAQ
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Campaigns
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Campaigns • Direct Mails Campaigns • Email Campaigns • Social Posts TRAINING VIDEOS 📺 How to Create & Send an Evidence of Success Postcard • 📺 How to Create & Send a Nosy Neighbor Postcard |
Reports
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Designs
TAKE ME TO...
Designs TRAINING VIDEOS 📺 Designs Webinar with Adrienne USEFUL FILES 💾 KW Elite Modern Logos |
Listings (KWLS 2.0)
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Insights
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Consumer Website
TAKE ME TO...
Website Setup Guide HELP & TRAINING VIDEOS Command Websites Help Page • 📺 Website Setup Webinar KW WEBSITE FAQ
SIDENOTE: Purchasing a Domain Name
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KW Realty Consumer App
CONSUMER APP FAQ
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Kelle App
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