Add an Activity

CommandMC tracks the activities of the recruit (in person meetings, calls, or texts) in the recruit’s timeline.

To add an activity to a recruit, 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 Recruits .

5. Click one of the following tabs at the top of the page:

   • Click the Recruit Management tab to display a list of all your Market Center recruits.

   • Click the Recruiting Pipeline tab to display all recruits that are in the Pipeline. Recruit cards are organized by Phase, Stage, and the currently selected Sort pattern.

6. Search for the correct recruit. For more information, see Search Recruits.

7. Click the recruit name to view the recruit details.

8. On the Recruit Details window, click the Timeline tab.

9. Click Add Activity.

10. On the Add New Activity window, enter the following information:

    1. Choose an Interaction Type using the drop-down: * Meeting * Call * Text * Quick Note

    2. Select the date of the activity. Click in the Date field and choose from the calendar widget.

    3. Enter a Description, or note about the activity.

    4. Check the Has Responded check box, if you connected with the recruit.

11. Click Save.

    You are now able to track all of the notes and activities for your recruit, in the recruit’s timeline.