Getting Started at KW (Onboarding)
Create a KW Account
Getting Started with Command
Access Command
Configure Command Settings
Command Settings
Connect Settings
Navigate the Command dashboard
Top menu
Left-hand menu
Dashboard modules
Select your KW team
Access the KW MarketPlace
Edit profile
Get help and information
Find training
Get Support
Submit an idea
Log out of Command
Command User Guide
Getting Started with Command
Access Command
Configure Command Settings
Command Settings
Connect Settings
Navigate the Command dashboard
Top menu
Left-hand menu
Dashboard modules
Select your KW team
Access the KW MarketPlace
Edit profile
Get help and information
Find training
Get Support
Submit an idea
Log out of Command
Command settings
Command Settings
Applications
Add Admin
Contacts
Sales Pipeline
Opportunity Archive
Team Management
Opportunity Settings
Agent Sites
Import Logs
Lead Routing
Connect Settings
Marketing Profile
Contacts
Contacts Overview
Viewing Contacts
Customize Columns in Contacts
Filter Contacts
Create SmartViews
Contacts Details Overview
Managing contacts
Add a Contact
Add Leads
Edit a Contact
Add an Activity
Add a Calendar Event
Add a Note
Archive a Contact
View SmartPlans
Add a Contact to a SmartPlan
Mark or Unmark a Contact as a Lead
Call or Text a Contact
Add a Neighborhood to a Contact
Add a Task
Create an Opportunity for a Contact
Create a Saved Search for a Contact
More Options Menu
Bulk Actions
Using Teams with Contacts
Importing contacts
Import Contacts
Transfer Contacts from an Exported Spreadsheet into the Command Contact Import Template
Synchronize Your Contacts With PieSync
Tasks
View Contact Task Details
View Opportunity Task Details
Filter Tasks
Create a Contact Task
Mark Task as Complete
Snooze a Task
Delete a Task
SmartPlans
Create a Custom SmartPlan
Merge Fields
Remove a Step
Add Trigger to a SmartPlan
Find a SmartPlan from the SmartPlans Library
Search
Filter
Categories
Add a SmartPlan from the SmartPlans Library
Subscribe Contacts to a SmartPlan
Unsubscribe Recruits from a SmartPlan
Edit an Active SmartPlan
Edit an Inactive SmartPlan
Copy a SmartPlan
Delete a SmartPlan
Publish a SmartPlan
Publishing Best Practices
Unpublish a SmartPlan
Referrals
Opportunities
Opportunities Overview
Opportunities: From Start to Finish
Managing Opportunities
Search Opportunities
Filter Opportunities
Create Smartviews for Opportunities
Access an Opportunity
Edit Stages
Create an Opportunity
Edit an Opportunity
Enable or Disable Personal Opportunity Pipelines (Teams)
Add a Listing to an Opportunity
Move an Opportunity
Generate a Transaction Summary
Close an Opportunity
Opportunity Checklists
Tasks
Archive an Opportunity
Mark an Opportunity as Lost
Opportunity Discussions (Teams)
Marketing in Opportunities
Create a Recommended Design
Create a Recommended Social Ad
Create a Design
Create a Social Ad
Create a Social Ad from a Design
Preview a Design Template
Dismiss a Recommended Design or Social Ad
Managing Offers
Create an Offer
Create Lease Commission
Create an Offer Comparison
Manage Offers
Managing Documents
Using DocuSign with Command
Using Dotloop with Command
Compliance
Compliance Overview
Add Compliance Documents to an Opportunity
Create and Manage Custom Folders for Opportunities
Add a One-off Compliance Document to an Opportunity
Create a New Compliance Checklist Version for an Opportunity
Submit Compliance Documents to Your Market Center
Resubmit Rejected Compliance Documents to Your Market Center
Commissions
Submit Commission
Add an Another Agent Payment
Add a Co-Broker Payment
Add an Outside Referral
Submit a New Commission after an Offer Falls Through
Charitable Deductions
Earnnest Intergration
Create an Earnnest Account
Use Earnnest to Send a Digital Earnest Money Request
Campaigns
Reports
Designs
Listings
Insights
Consumer
Listing Consult
CommandMC User Guide
CommandMC Settings
Compliance
Create Market Center Compliance Checklists
Edit Market Center Compliance Checklists
Custom Tags
Create Tags for Submitted Compliance Requests
DocuSign Settings
Create and Connect Your Market Center DocuSign Account
Enable DocuSign Access for Your Associates
Access Market Center Form Libraries in DocuSign
Create Market Center Form Groups in DocuSign
Add Forms to Your Market Center Form Groups in DocuSign
Create Your Market Center Template Sharing Group in DocuSign
Broker Groups
Create Broker Groups and Assign Compliance Checklists
MC Team Management
MC Team Management Overview
Add a Team
Edit a Team
Deactivate a Team
Transfer a Team to a Different Market Center
Respond to a Team Transfer Request
Add Team Members
Edit a Team Member
View Member Change Log
Remove a Team Member
Generate Report
Recruits
Create Recruiting Tags
SmartPlans
Select Designated Associates
Administration
Luxury
Manage Market Center Luxury Requests (Market Center Leadership)
Submit Luxury Agent Exception Request (Market Center Leadership)
Adjust Minimum Units Required for Luxury Eligibility (Market Center Leadership)
Adjust the Floor Price Point for KW Luxury Eligibility (Regional Leadership)
Manage Luxury Program Exception Requests (Regional Leadership)
Remove Luxury Status (Regional Leadership)
Vendors
Add Vendor Added by Agent (Market Center Leadership)
Remove Vendor Added by Agent (Market Center Leadership)
Deductions
Search Deductions
Filter Deductions
Add a Deduction
Edit a Deduction
Set Up Recurring Deductions for Agents
Deduction Requests
Archive a Deduction
MC Team Management
MC Team Management Overview
Add a Team
Edit a Team
Deactivate a Team
Transfer a Team to a Different Market Center
Respond to a Team Transfer Request
Add Team Members
Edit a Team Member
View Member Change Log
Remove a Team Member
Generate Report
Transactions
Transactions Overview
Search Transactions
Filter Transactions
Sort Columns in Transactions
Create Smartviews for Transactions
Add a New Transaction
View Transaction Details
Edit Transaction Details
Close Transaction
Delete Transaction
Transfer Company Currency
Create a Deposit
View a Deposit
Edit a Deposit
Print a Deposit
Delete a Deposit
Listings
Search Listings
Filter Listings
Sort Columns in Listings
Create Internal Listing
Edit Listing
Relist Listing
Delete Listing
Month End Close
Month End Close Overview
Close the Month
Opportunities
Compliance Overview
Compliance Roles
CommandMC Setup
Market Center DocuSign Setup
DocuSign Templates
Review Compliance and Commissions
Assign the Compliance Coordinator Role to an Associate
Compliance Document Checklists
Create Opportunity Checklists
Edit Opportunity Checklists
Manage Opportunity Checklists
Configure Client Updates for an Individual Opportunity
Compliance and Commission Reviews
Find Submitted Compliance Requests
Compliance Folder Messaging
Add Tags to Submitted Compliance Requests
Review Submitted Compliance Requests
Reports
Access Activity Reports
Yearly Progress to Commitment Report
Access Yearly Progress to Commitment Report
Set Goals for Yearly Progress to Commitment Report
Accounting
Access Accounting Reports
Tasks
View Checklist Task Details
View Custom Task Details
Filter Tasks
Search Tasks
Create a Custom Task
Edit a Custom Task
Mark Task as Complete
Mark Task as Incomplete
Add a Note
Reassign Task
Reschedule Task
Archive a Custom Task
Delete a Task
SmartPlans
Create a Custom SmartPlan
Merge Fields
Remove a Step
Find a SmartPlan from the SmartPlans Library
Search
Filter
Categories
Add a SmartPlan from the SmartPlans Library
Subscribe Recruits to a SmartPlan
Unsubscribe Recruits from a SmartPlan
Edit an Active SmartPlan
Edit an Inactive SmartPlan
Copy a SmartPlan
Delete a SmartPlan
Publish a SmartPlan
Publishing Best Practices
Unpublish a SmartPlan
Change the Default Designated Assignees
Recruits
Recruits Overview
Recruit Management
Recruiting Pipeline
Find Recruits
Managing Recruits
Import Recruits
Transfer Existing Recruits Records into the Import Recruits Template
Export Recruits
Search Recruits
Filter Recruits
Create Smartviews for Recruits
Sort Columns in Recruits
Customize Columns in Recruits
Add a Recruit
View or Edit Recruit Details
Add an Activity
Add a Note
Add an Appointment
Add a Recruit to a SmartPlan
Unsubscribe a Recruit from a SmartPlan
Tasks within Recruits
Add Recruit to Pipeline
Change the Recruit’s Phase or Stage
Manage a Recruit’s Checklist
Add or Edit an Assignee for a Recruit
Remove Recruit from Pipeline
Archive a Recruit
Bulk Actions
BrokerMetrics®
Managing the Recruiting Pipeline
Search Recruits
Filter Recruits
Create Smartviews for Recruiting Pipeline
Sort Recruiting Pipeline Cards
Edit Stages
Create or Edit Recruit Checklist Templates
Manage a Recruit’s Checklist
Change the Recruit’s Phase or Stage
Remove Recruit from Pipeline
Archive a Recruit
Add or Edit an Assignee for a Recruit
Invite a Recruit to Join KW
Finding Recruits
Associates
Search Associates
Filter Associates
Create Smartviews for Associates
Customize Columns in Associates
View or Edit Associate Details
Add an Appointment
Add an Activity
Add a Note
Tasks within Associates
View Checklist Task Details
View Custom Task Details
Filter Tasks
Mark Task as Complete
Mark Task as Incomplete
Add a Note
Edit a Custom Task
Reassign Task
Reschedule Task
Archive a Custom Task
Delete a Task
Add a License to an Associate
Activate Agent
Add Existing KW Associate
Set to Associate
Add Deductions for an Associate
Remove Associate
Directory
Manage Market Center Luxury Roster (Market Center Leadership)
Submit Luxury Agent Exception Request (Market Center Leadership)
Adjust Minimum Units Required for Luxury Eligibility (Market Center Leadership)
Adjust the Floor Price Point for KW Luxury Eligibility (Regional Leadership)
Manage Luxury Program Exception Requests (Regional Leadership)
KWRI Support Tools
Profit Share Calculator
Run Profit Share Calculator
Connect User Guide
Training User Guide
Taking Training
Training Overview
Search Training
Filter Training
Add Training to My Bookshelf
Begin Training
Share Training*
Add Training to Playlist*
Download a File
Working in Decebo (Administrative Tasks)
Channels and Learning Paths
Channel Resource Upload Guide
Add an Asset
Create a Course
Unpublish a Course
Add a Custom Channel Thumbnail
Create a Learning Path
Assign a Course to a Learning Path
Associate a Catalog with a Chanel
Associate a Recommended Catalog with a Chanel
Delete a Learning Path
Hide a Learning Path’s Courses from the Bookshelf
Organization Management
Add an Organization
Edit a Market Center
Edit a Business Center
Close a Market Center
Close a Business Center
Manage Leadership Roles
KWRI Internal API Documentation
Command
Docs
»
CommandMC User Guide
»
CommandMC Settings
»
SmartPlans
View page source
SmartPlans
¶
The following sections contain information about configuring SmartPlans.
Select Designated Associates