Edit an Opportunity

As your Opportunity moves through your pipeline, you may have to update the information.

To edit 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 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. Click the Edit icon for the section you want to update.

   General Information

   This is the main details section of any Opportunity and includes fields that are relevant to the type of Opportunity you are working with.

   Property

   This section displays information about the attached listing.

   For listing Opportunities, you attach a listing from MLS. For buyer Opportunities, you attach a listing to each offer you create. After you attach a listing or accept an offer with a listing attached, you can edit the Property section to edit any of those listing details that pulled in from the IDX feed.

   Seller Worksheet (Listing Opportunities Only)

   This section is used to give your seller more financial information to access when comparing offers.

8. When complete, click Save.