Add a Note

CommandMC tracks all notes related to the recruit.

To add a note to a recruit, complete the following steps:

Note

CommandMC is available only to certain KW roles.

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 Tasks tab.

9. Select either Checklist Tasks or Other Tasks from the drop-down.

10. Select the status of tasks to display, To Do, Completed, Archived, or Expired from the drop-down. The task must have an attached recruit.

11. Locate the appropriate task, click the More Options menu (ellipses icon) and select Add Note.

12. On the Add New Note window, enter a Note Title, Description, and click Save.

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