Find a SmartPlan from the SmartPlans Library

The SmartPlans library contains SmartPlans created by KWRI and your associates. After a SmartPlan is added to the My SmartPlans list, you can start adding contacts and turn it on.

To find a SmartPlan from the SmartPlans Library, 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 SmartPlans .

5. Click the Library tab, at the top of the page.

Search

Use the Search to find specific SmartPlans. Choose the search parameter from the drop-down list:

• SmartPlan Name

• Author Name

• Description

Filter

Click Filters to open the filters fly-out. You are able to filter the library by Duration, Author, number of Touches, number of Downloads, or by Rating.

Categories

The SmartPlans Library contains the following categories:

• Keller Williams - SmartPlans that Keller Williams has authored, for example, Quarterly Call Plan. If you click this category title, it filters the library by author to only show Keller Williams SmartPlans.

• Top Rated - SmartPlans that have the best rating compared to the number of reviews. Clicking this category title sorts the library by rating. If a SmartPlan has five stars, but only one review, it is not featured as predominantly as a SmartPlan with four stars and ten ratings.

• What’s New - these are the newest SmartPlans that have been published. If you click this category title, it sorts the library by published date.

After you find the correct Smartplan, Add a SmartPlan from the SmartPlans Library.