Create Smartviews for Opportunities

When you use a set of filters often, save that set of filters as a SmartView. You can then access that set of filters without having to reset them each time.

To create Smartviews 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 All Opportunities, at the top of the page. A list displays of all the Opportunities that you own or to which you are assigned.

6. After the desired filters have been selected, click the All Opportunities drop-down and select Create SmartView.

   For more information on filtering Opportunities, see Filter Opportunities.

7. Name your SmartView, then click Save Smartview. To access this Smartview in the future, click the All Opportunities drop-down at the top of your opportunity list, and choose it from the list.