Create a Recommended Design

You can use the Marketing tab to create and track your marketing plan for an Opportunity. Recommended designs and campaigns are displayed based on where your Opportunity is in its lifecycle. You can edit one of these recommendation to use or create a custom design or campaign.

To create a design, complete the following steps:

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 Command.

4. On the left toolbar, click Opportunities .

5. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) that contains the Opportunity.

6. Click on the Opportunity name to view the Opportunity details.

7. At the top of the Opportunity page, click the Marketing tab. The Marketing tab shows the recommended designs and social ads for the Opportunity.

8. To use a recommended design template, click the template in the Designs section.

9. In the designs editor, edit the template to add your specific information.

10. When complete, click Done in the top-right corner.

11. Click Save.

After a design is saved, it can also be accessed from the Designs applet.