Unsubscribe Recruits from a SmartPlan

Eventually, you might need to retire an outdated SmartPlan or maybe you created a new and better version and you want to remove recruits from the old SmartPlan and add to the new SmartPlan.

If you want to make full edits to a SmartPlan that has recruits added (an active SmartPlan), for example, adding, removing or reordering steps, you must duplicate the SmartPlan to make those changes, then add the contacts to the new plan.

For more information, see Edit an Active SmartPlan or Edit an Inactive SmartPlan.

To unsubscribe recruits from 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 in the Recruits column, click the View icon .

7. On the Recruits added to SmartPlan fly-out window, check the boxes next to the recruits you want to remove/unsubscribe, and click Confirm Unsubscribe.

   If you want to remove all recruits, click Unsubscribe All.

8. On the confirmation pop-up, click Confirm.