Edit Opportunity Checklists

After you customize your Opportunity pipelines and create your checklist templates, you are ready to start using the system to track your Opportunities. While using the system, you may need to make adjustments to your Opportunity Pipeline checklists.

To edit checklists, complete the following steps:

Note

CommandMC is available only to certain KW roles. For more information, see CommandMC Access by Role.

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 CommandMC.

4. On the left toolbar, click Opportunities .

5. On the Opportunities dashboard, click on the phase to which you want to add a checklist.

6. Click Edit Stages, at the top-right of the page.

7. Click on the checklist icon, for the stage you want to modify.

8. Click Add Item, to add a checklist item.

9. To the right of each checklist item, click the three dots to edit or delete an existing checklist item.

   Click and hold on a checklist item to move it to another position in the list.

8. Click Save.