The Opportunities applet allows you to track everything involved with the transaction, from activity checklists and offer management, to potential commission income and compliance. Team members can create Opportunities in the team Opportunity pipeline where the team can collaborate on the details, offers, documents, and Commission.
To create a team Opportunity:
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 your Team's Opportunity Pipeline at the top of the page, then click Create Opportunity.
4. The most important thing to keep in mind is to select your team at the top of the form, once you click to create the Opportunity. If you do not select your team, you will be creating a personal Opportunity. Your team will have no visibility into your personal Opportunities and will not be able to collaborate.
- If you are creating a personal Opportunity, outside of your team, click the X, in this field. If there is no team selected, it will be created as a personal Opportunity. If created as a personal Opportunity, your team will have no visibility or access to any details of the transaction.
5. Complete the Create Opportunity form.
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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.
- Team (not editable once the Opportunity has been created)
Select the team you want to associate with the Opportunity. -
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)
Teams: during transaction process, the Opportunity might be assigned to different team members, depending on the phase and stage of the Opportunity. No matter who it is assigned to, the Owner of the Opportunity will always be one of the team Rainmakers.
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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.-
The contact or lead must be in the team database. If it is not, use the Account field, in Contacts, to move the contact/lead to the team account.
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The contact or lead must be in the team database. If it is not, use the Account field, in Contacts, to move the contact/lead to the team account.
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Co-Seller/Co-Buyer
You have the option of associating a second contact with the Opportunity, if the second contact is involved in the transaction.
If you are on a team and are creating a team Opportunity, the contact/lead must be in the team database. If it is not, use the Account field, in Contacts, to move the contact/lead to the team account.
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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, and it is not in your personal account, 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.
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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 you are searching for an active or closed Opportunity.
- Custom Tags
Every team organizes their team Opportunity pipelines in unique ways. Because of this, Command gives Rainmakers the ability to create custom Opportunity tags for their team.
Start typing the tag name, and if you have already added it, then select the tag from the results list. -
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 the commission rate. This will drive the probable and expected income numbers, when looking at Opportunity insights. -
Opportunity Phase and Stage
Choose the phase and stage where you want this new Opportunity to begin.- Opportunities allows you to customize your transaction workflow, for each Opportunity Type, to fit your business.
- Opportunities allows you to customize your transaction workflow, for each Opportunity Type, to fit your business.
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Assignee(s)
Assign members of your team to this Opportunity. Anyone who is assigned will have access to view and manage the Opportunity details, and will be added to the DocuSign Room for this Opportunity, if you are going to create a DocuSign Room.
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- The exception to this are Guest User Admins. Guest User Admins have limited access to Command and cannot create a DocuSign account or be added to a Room.
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6. Click Create Opportunity, when ready.
- Learn how to manage this new Opportunity, as the transaction progresses.