Log an Appointment for a Recruit (Leadership)

In Command MC, users are able to log appointments for recruits with the ability to add details, notes, and add file attachments to the appointment. Users are only able to log appointments that have either occurred on the present day or in the past. 

There are two ways to log an appointment:

• The first time you move a Recruit card to the Appointment Held stage, a model will appear where you can enter in the appointment details
• Go to the recruit card and log the appointment manually

To log an appointment for a recruit:

Access

1. Log in to https://agent.kw.com with your Keller Williams login credentials

2. Click Command MC at the top of the page.

3. Click Recruits on the left side bar.

Log Appointment from Recruit Pipeline

1. From the Recruiting Pipeline stage, move the recruit to the Appointment Held stage. If this is the first time that the recruit has been moved to the Appointment Held stage, a module will appear asking for the details of the appointment to be entered. 

2. Select the appointment type. 

• The options available are:
  • Needs Analysis
  • KPA Validation
  • Value Proposition Presentation
  • Tech Conversation
  • Profit
  • People
  • Wealth Building
  • Indie
  • Expansion

3. Set the date of the appointment. Future dates are not able to be entered.

4. Set who the appointment was conducted by.

5. Enter your notes around the appointment.

6. Upload any attachments associated with the appointment.

7. Click Done.

8. Click Save.

Log Appointment from Recruit Card

1. Click the Recruit Management tab.

2. Find and click on the recruit's name.

3. On the recruit card, click the Appointments tab.

4. Click Add New.

5. Set who the appointment was conducted by.

6. Select the appointment type. 

• The options available are:
  • • Needs Analysis
    • KPA Validation
    • Value Proposition Presentation
    • Tech Conversation
    • Profit
    • People
    • Wealth Building
    • Indie
    • Expansion

6. Set the date of the appointment. Future dates are not able to be entered.

8. Enter your notes of the appointment.

9. Upload any attachments associated with the appointment.

10. Click Done.

11. Click Save Appointment when finished with the form.