Publish a SmartPlan

You can publish your custom SmartPlans to the shared SmartPlans Library in CommandMC. After they are published, KW associates can see who the publisher is and give the published SmartPlans a rating, using a five star rating system. Anyone who has access to CommandMC can then download your published SmartPlan and start using it in their own business. Make sure you follow Publishing Best Practices.

For more information, see Create a Custom SmartPlan.

To publish 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 menu options icon and select Publish to Library.

7. If you have included any Add to SmartPlan steps in your custom SmartPlan, you need to publish each SmartPlan that is included in the workflow. The system takes you through each linked SmartPlan.

   • If you included a Keller Williams default plan, these are automatically published. Click Next, at the top of the page.

   • If you included a custom SmartPlan, you need to add a Description for the linked SmartPlan and click Next, at the top of the page.

8. Finally, add a Description for the main SmartPlan you are about to publish, then click Publish.

Now your SmartPlan is fully published for anyone in Command to use. You can see your published SmartPlans by clicking the Published tab, on the MC Plans dashboard.