Preview a Design Template

You can use the Marketing tab to create and track your marketing plan for an Opportunity. Recommended designs and campaigns are displayed based on where your Opportunity is in its lifecycle. You can edit one of these recommendation to use or create a custom design or campaign..

To preview a design template, 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 opportunities-icon.

  5. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) that contains the Opportunity.

  6. Click on the Opportunity name to view the Opportunity details.

  7. At the top of the Opportunity page, click the Marketing tab. The Marketing tab shows the recommended print designs and social ads for the Opportunity.

  8. Locate the appropriate design template, click the More Options menu (ellipses menu-options-icon icon) and select Preview.