Opportunities is the system we use to track our current and potential transactions, within Command. Each Opportunity (current or potential transaction) starts at the Cultivate Phase, where you can track an Opportunity before you have even set an appointment, and will be tracked through to the Closed Phase, after being approved for compliance and Commissions. The Opportunities applet allows you to track everything involved with the transaction, from activity checklists and offer management, to potential commission income and compliance.
- You may want to consider customizing your Opportunity Pipelines beforehand
To create an Opportunity:
Access
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Opportunities icon, , on the left sidebar.
3. Click Create Opportunity, at the top right of the page.
4. Complete the Create Opportunity form.
Opportunity Creation Fields
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Market Center (not editable once the Opportunity has been created)
If you are in multiple Market Centers, you can choose which Market Center you want to associate with the Opportunity, for compliance reasons.
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Opportunity Type (not editable once the Opportunity has been created)
Choose the Pipeline to add this Opportunity to, based on the type of transaction:- Listing
- Buyer
- Tenant
- Landlord
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Owner (not editable once the Opportunity has been created)
Personal Opportunities: the agent who creates the Opportunity will always be the owner of these Opportunities.
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Client
An Opportunity must be associated with a contact/lead. Use the drop-down, start typing the contact's name, then choose from the results list.
- Co-Seller/Co-Buyer
There is an option of associating a second contact with the Opportunity, if the second contact is involved in the transaction.
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When selecting either the Client or Co-Seller/Co-Buyer, if you don't find the contact in the drop-down list, you have the ability to create a new contact here. Click the Add New Contact option, enter their name, email address and/or phone number, then continue creating the Opportunity. Once created, a confirmation will appear, at the bottom right of the page, letting you know that a new contact was created, and will include a link to access the new contact where you can add more information. |
- Opportunity Name
By default, the Opportunity Name will be auto-filled with the Opportunity Type and the last name of the primary contact associated with the Opportunity. The Opportunity name is fully editable and searching for this name is an easy way to find an Opportunity, whether someone searches for an active or closed Opportunity. -
Custom Tags
Everyone organizes their business in a different way. Custom Tags allow users to add searchable terms to the Opportunity, so that they can easily find and manage it later.Start typing the tag name, and if has already been added, select the tag from the results list. If this is a new tag, you will see a Create "<tag>" option. Once the tag has been made for one contact, users will be able to find it on the Custom Tags results list in the future.
- While users can create tags when they create/edit an Opportunity, there is a settings page where you can manage Opportunity custom tags.
- While users can create tags when they create/edit an Opportunity, there is a settings page where you can manage Opportunity custom tags.
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Estimated Closed Date
Select the expected close date using the calendar widget.
- Estimated Listing Price
Enter the estimated listing price. This will drive the volume total, until a listing is attached to the Opportunity later in the process. - Commission Rate
Enter your commission rate. This will drive the probable and expected income numbers, when looking at Sales Pipeline insights. -
Opportunity Phase and Stage
Choose the phase and stage where you want this new Opportunity to begin.- Opportunities allows you to customize the stages and checklists, for each Opportunity Type, to fit your business.
Create the Opportunity
1. Click Create Opportunity, when ready.
After the Opportunity has been created there will be additional fields available. As the transaction progresses there are several actions to take in the Opportunity as well.