Add an Appointment

To add an apppointment 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 Appointments tab.

9. On the Add New Appointment window, enter the appointment details. Select who the appointment is Conducted by, the Apointment Type, Date Conducted, and any Notes.

10. You can add Attachments to the appointment by drag and dropping them or clicking Browse. If the appointment has an attachment, click Attach Files to upload additional files. Click the download icon to download an existing attachment or click the delete icon to remove it from the appointment.

    Note

    When deleting an attachment, you must click Save after you click the delete icon.

11. Click Save.

You can now access this, and other appointments that you add, on both the recruit’s timeline, and on the recruit details Appointments tab.