Add a Note

CommandMC tracks all notes related to the recruit.

To add a note to a recruit, 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 Tasks .

5. Click the Recruits tab, at the top of the page.

6. From the View Tasks drop-down, select either My Tasks or All MC Tasks to display only your tasks or all Market Center tasks.

7. Click either Checklist Tasks or Other Tasks.

8. Click the status of tasks to display, To Do, Completed, Archived, or Expired. The task must have an attached recruit.

9. Locate the appropriate task, click the More Options menu (ellipses icon) and select Add Note.

10. On the Add New Note window, enter a Note Title, Description, and click Save.

You can now access this, and other notes that you add, on both the recruit’s timeline, and on the recruit details Notes tab.