Subscribe Recruits to a SmartPlan

Before you can turn on your SmartPlan you must add recruits.

To subscribe/add Recruits to a SmartPlan, 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 SmartPlans .

5. Click the MC Plans tab, at the top of the page.

6. Find the correct Smartplan in the list and click the Add Recruits icon .

   Note

   If you do not see the SmartPlan you want to add recruits to, access the SmartPlans Library and add it to your list. For more information, see Add a SmartPlan from the SmartPlans Library.

7. A list of recruits appears in the Add Recruits to SmartPlan pop-up. Check the boxes next to the names of the Recruits you want to add to the SmartPlan.

   Note

   You can only add 50 recruits at a time to a SmartPlan. The list of Recruits in the pop-up box only displays 20 recruits at a time. At the bottom of the list, use the left and right arrows to navigate through the rest of your recruit list.

   • Filter by Tag - click the Tags button, then check or uncheck the box next to your tags, to filter the list by tags.

   • Sort by Name - click the Sort drop-down to choose the order in which the recruits appear.

8. After you select the recruits you want to add, click Add to SmartPlan.

9. Select when you want the SmartPlan to start:

   • Start all now - The first step of the SmartPlan begins immediately, as soon as you confirm.

     For example, if you add 20 recruits to the Quarterly Call Plan, you will get 20 phone call reminders immediately.

   • Start all on the following date - Use the calendar widget to choose a date on which to start the SmartPlan.

     For example, if you add 20 recruits to the Monthly Neighborhood Nurture SmartPlan, all of the initial emails are sent on the date you choose.

   • Stagger over the next few days - Choose the maximum number of recruits, to distribute into the SmartPlan, per day.

     For example, if you add 20 recruits to the Quarterly Call Plan and choose a maximum of 5 contacts per day, you will get 5 call reminders today, 5 call reminders tomorrow, 5 call reminders on the third day, and 5 call reminders on the fourth day.

10. Click Confirm when you are ready to start the SmartPlan.

11. On the Add to SmartPlan pop-up, review the details, then click Confirm.