Edit Stages

Each phase in Recruits is divided into stages, which you can customize to fit your transaction process. By default, stages have been added to your pipeline to get you started. From the Recruiting Pipeline, click on each phase to see the stages that have been set up.

The first step to getting your Recruiting Pipeline set up is to look at your business and define the stages needed within each phase of a transaction.

Note

A stage is not a task. Each stage is a period of time in the transaction process that might have multiple tasks or outcomes that need to be happen before you can move to the next stage.

To edit your Pipeline stages, 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 Recruits .

5. Click on a phase to see what has been added by default.

6. Click Edit Stages at the top-right.

   The Edit Stages* window, lists your stages and a probability for each.

7. To add a new stage, click Add New Stage. To edit or delete an existing stage, click the respective icons. To reorganize the stages, click and drag the rows.

   Note

   You cannot delete a stage that contains a recruit.

8. When editing a new or existing stage, enter a Stage Name and add any Checklist items, and then click Save.

9. Each stage also has a checklist associated with it. Click the checklist in each stage to add or edit items in that checklist. This checklist appears for every recruit, which allows you to check off tasks that have been completed.