Unsubscribe Recruits from a SmartPlan

Eventually, you might need to retire an outdated SmartPlan or maybe you created a new and better version and you want to remove contacts from the old SmartPlan and add to the new SmartPlan.

If you want to make full edits to a SmartPlan that has contacts added (an active SmartPlan), for example, adding, removing or reordering steps, you must duplicate the SmartPlan to make those changes, then add the contacts to the new plan.

For more information, see Edit an Active SmartPlan or Edit an Inactive SmartPlan.

To unsubscribe recruits from a SmartPlan, 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 My SmartPlans tab, at the top of the page.

6. 1. Find the correct SmartPlan in the list, and in the Contacts column, click the View icon .

7. On the Contacts added to SmartPlan fly-out window, check the boxes next to the contacts you want to remove/unsubscribe, and click Confirm Unsubscribe.

   If you want to remove all contacts, click Unsubscribe All.

8. On the confirmation pop-up, click Confirm.