Once you have entered an offer for an Opportunity, you are able to edit and make any necessary changes. After the changes are made to the offer, those details will be applied to the Opportunity Details and Commissions automatically. You can also remove an offer, if you no longer need it associated with the Opportunity.
To edit or remove an offer:
Access
1. Log into https://agent.kw.com with your Keller Williams login credentials.
2. Click the Opportunities icon, , on the left sidebar.
3. Click on the phase, where your Opportunity is located, then click on the Opportunity Title.
- If this is a team Opportunity, make sure you select the team pipeline and find the team Opportunity to create the offer for.
4. Click the Offers & Commissions tab, at the top of the Details page.
Edit an Offer
1. Click the ellipses icon, , at the top right of the offer, then select Edit Offer.
2. Edit any details needed and then you have two options:
- Save Offer - this will save your changes, but you will still need to accept the offer before you can create and submit a Commission Request. This allows you to add multiple offers, share them with your client, and then accept the one your client wants.
- Save & Accept Offer - this will save your changes and accepts it, where you could go straight to creating and submitting a Commission Request.
Delete Offer
1. Click the ellipses icon, , at the top right of the offer, then select Remove Offer.
2. A confirmation will appear, click Yes.