Manage Opportunity Checklists

After you customize your Opportunity pipelines and create your checklist templates, you are ready to start using the system to track your Opportunities. As you are working, you want to mark checklist items as complete, set due dates for certain checklist items, and maybe create one-off checklist items that would not apply to your other Opportunities.

To manage checklists, complete the following steps:

Access an Opportunity Checklist

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. On the Opportunities dashboard, click on the phase you want to manage.

6. Find the Opportunity you want to manage, and click on the checklist icon on the Opportunity card.

Mark an Item as Complete

Check the box next to the checklist item to mark it as complete, or uncheck the box to reset.

Add or Edit One-off Opportunity Checklist Items

When you are editing and customizing your Opportunity stages, you are setting up the checklist templates that apply to every Opportunity that you add to the system. When you follow the steps above and add to or edit the checklist, these changes only apply to the Opportunity that you are working with and do not affect the checklist template.

1. On the Checklist pop-up, click Add Item at the bottom left to add a new one-off checklist item.

2. To edit, click the three dots to the right of the checklist item, and choose Edit.

Send Client Updates

You can send your clients an email listing any checklist items that have been completed. For more information, see Configure Client Updates for an Individual Opportunity.