Configure Client Updates for an Individual Opportunity

For an Opportunity, you can automatically send your clients daily updates on any checklist activities that have been performed.

This includes any activities that have been completed since the previous email. In the first email, all completed activities that have been flagged for communication are included.

You are able to choose which activities are included in the email. By default, no activities are included in the email. For more information see Create and Edit Opportunity Checklists.

Note

Email updates are sent only if an activity has been completed.

This setting can be set globally for all of your contacts or you can set this for each individual opportunity. Individual settings supersede global settings.

For more information about global client update settings, see Configure Client Update for all Opportunities.

Emails are formatted using a default email template. For more information about Command emails, see the following topics:

• Track Your Monthly Command Email Usage

• Upgrade Your Command Email Subscription

• Customize Your Display Name and Reply-to Address for Command Email

To set up client updates for and individual contact, 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. From the pipeline screen, click on the stage that contains your opportunity. The opportunity can be in Listings, Buyers, or Leases.

6. Click on the blue Opportunity Name to open that Opportunity.

7. Click on the settings icon in the top-right corner of the screen.

8. On the Client Update window, toggle the Send daily progress emails for this opportunity to on.

9. Set the time to send out the daily email. This time is based on your browser time zone.

10. Select the recipients of the daily email. The Send to section lists all Contacts, Assignees, and Owners of this Opportunity, in the following order:

    • Primary Contacts

    • Co-contact (if applicable)

    • Assignees - sorted alphabetically by last name

    • Owner

    Note

    Each recipient is initially selected or not selected, based on the team’s default Opportunity settings.

11. If necessary, select a different email address for a recipient. By default, the system uses the primary email address.

12. Click Save Changes.

    You receive a confirmation message that the settings have been updated.