Go to the KW Command Log In Page: https://console.command.kw.com/login

Use the username and password provided to you and sign in

This should open your KW Command Dashboard

Under the ‘My Activity’ block on your dashboard, click on ‘Submit’

A form will pop up for you to fill out. Complete and submit.

Assure you are in the Katie Spires Team contacts while logged into your account.

Click ‘Add Contact’

Input the information needed in the contact box.

Lead Source: Where did this person come from? Use Cheat Sheet

Assignee: Who is working the lead?

Collaborators: Not necessary; no purpose

Mark As Lead? Only if you haven’t reach out to them yet.

Contact Tags: Only pertinent, minimal details for the purpose of filtering and SmartPlans. Use Cheat Sheet

Once you click on Opportunities it will default to your personal opportunities, as seen at the top of the page with your name underlined

To create an opportunity, click on Create Opportunity at the top right of the page

This will open the Create Opportunity input box

Always create opportunity for each contact

MC/Team/Owner will always be the same

Complete with all information you have

Follow Opportunity Naming pattern

Custom Tags: Minimal & specific tags for transaction coordination

Assignee(s): Always assign Katie, Alex, & Tember for administrative purposes