Create and Manage Custom Folders for Opportunities

In Opportunities, you can create custom folders within a specific Opportunity for any of your business needs.

To create and manage custom folders for Opportunities, 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 Opportunities .

5. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) within the deal type (Listings or Buyer) that contains the Opportunity.

6. Click on the Opportunity name.

7. At the top of the Opportunity page, click the Documents tab.

8. On the right side of the Documents tab, click Add New Custom Folder.

9. On the Create New Folder pop-up, enter the Folder Name and click Create Folder.

   You can now add documents to the custom folder.

Note

You can manage your custom folders by clicking the settings icon . Rename a folder by clicking the edit icon or remove it by clicking the delete icon.