Opportunities is the tool we use to track our current and potential deals, within Command. Each Opportunity (deal) starts at the Cultivate Phase and will be tracked through to the Closed Phase. Eventually, we will track everything involved with the transaction, from the listing data, offers, and potential commission income, to documents and compliance. To learn how to get started and create an Opportunity, follow the steps below:
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. To learn more about the fields in this form, click here.
5. Click Create Opportunity, when ready.