Command now has compliance folder messaging, which leadership can now use to reach out to agents about compliance for a specific Opportunity. This is a good way to let an agent know
To learn how to use compliance folder messaging, follow the steps below:
Access
1. Log in to https://agent.kw.com with your KW login credentials.
2. At the top of the page, click Command MC.
3. Click the Opportunities icon,
, on the left sidebar.
4. At the top of the page, click Compliance Requests.
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5. Find the compliance request in the list, then click Review.
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Send a Message
1. For the first message, click Add Comment, at the top of the compliance checklist.
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2. In the space provided, type the @ sign, choose the person you want to sent the message to from the drop-down, and type your message. Click Add Reply.
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When you type the @ sign to choose who you will message, you will see the agent, Rainmaker, and any team member that is assigned to the Opportunity, in the drop-down list. If you do not use an @ mention, the recipient of the message will not get a notification about your message. |
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Reply to a Message
When you are mentioned in a compliance folder message, you will get a Kelle notification and a notification in Command (the bell-shaped icon, 
, at the top right of any page in Command, will have a red dot on it when there is a new notification). Use the link, in the Command notification, to zoom to that specific Opportunity and compliance checklist:
1. From any page in Command, click the notification icon, , at the top right of the page.
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2. Click the link in the notification. This will take you into CloudMORE, to the Opportunity where the message is located.
3. Click Documents, at the top of the Opportunity.
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4. Click the message icon, 
, next to the compliance event folder, and you will be able to respond to the message.
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