View or Edit Recruit Details

You can view recruit details from the Recruit Management tab or the Recruiting Pipeline tab.

To view recruit details, 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 recruits-icon.

  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.

    The left-side of the Recruit Details window includes the following editable sections:

    • Name and contact information

    • General Information

    • Additional Information

    The right-side contains the following tabs with editable information:

    • Production tab - contains production metrics

    • Business tab - contains work history

  8. Click the edit icon, edit-icon for the section or tab that you want to modify.

  9. Edit the necessary information in the pop-up window and click Save Changes.

  10. Also, on the right-side of the Recruit Details window, you can:

    • Click on the Appointments tab to view appointments related to this recruit. Click Add New to add an appointment. For more information, see Add an Appointment.

    • Click on the Tasks tab to view Tasks related to this recruit. Click Create Task to add this recruit. For more information, see Tasks within Recruits.

    • Click on the SmartPlans tab to view SmartPlans related to this recruit. Click Add to SmartPlan to add this recruit. For more information, see Add a Recruit to a SmartPlan.

    • Click on the Notes tab to view notes related to this recruit. You can sort tasks by Most Recent or Least Recent or click Add Note to add a note. For more information, see Add a Note.

    • Click on the Timelines tab to view all the activity of the recruit. You can sort the Timeline by a Date Range or by the type of activity. Click View Calendar to view your Google calendar or click Add activity to add an activity. For more information, see Add an Activity.