Create an Opportunity

Opportunities is the system within Command that we use to track our current and potential transactions. Each Opportunity (current or potential transaction) starts at the Cultivate Phase, where you can track an Opportunity before you have even set an appointment, and is tracked through to the Closed Phase, after being approved for compliance and Commissions. Opportunities can track everything involved with the transaction, from activity checklists and offer management, to potential commission income and compliance.

To learn how to customize your Opportunity pipelines, see Edit Stages.

To create an Opportunity, 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 Create Opportunity, at the top-right of the page.

6. Complete the Create Opportunity form.

   For more information, see Create Opportunity Fields.

7. Click Create.