View SmartPlans

To view a contact’s SmartPlans, complete the following steps:

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click Command.

  4. On the left toolbar, click Contacts contacts-icon.

  5. Locate the appropriate contact, click the More Options menu (ellipses menu-options-icon icon) and select View SmartPlans.

  6. The SmartPlans Quickview window displays all the SmartPlans for this contact.