Copy a SmartPlan

You can copy a SmartPlan so that you do not have to create a new SmartPlan from scratch. If you need to make changes to an active SmartPlan, you can copy it, make your changes, and then add recruits.

You can also edit an inactive SmartPlan. For more information, see Edit an Inactive SmartPlan.

To copy 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 smartplans-icon.

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

  6. Find the correct Smartplan in the list and click the menu options icon menu-options-icon and select Copy.

  7. On the Copy SmartPlan page, enter a unique Plan Name.

  8. Click Apply.

    You can now edit this duplicate Smartplan.