As you are developing and maintaining your recruit database, you may need to update or edit some existing information in the contact record.
To edit a recruit:
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 Recruits icon, ,on the left sidebar.
4. Click Recruit Management at the top of the page.
If the recruit you wish to edit is in the Pipeline, you can just click on their name from this screen to access their Recruit record, and skip to the next section. |
5. Click on the name of the recruit you wish to edit.
Edit Recruit Information
If you need to make any changes to the recruit's information (name, email address, phone number):
1. Click the edit icon, , beside the recruit's name.
2. Make the necessary changes and click Save when done.
- Learn about adding a recruit to the recruit pipeline
Add KPA Link
If you need to add a KPA link to a recruit:
1. Click edit icon , , within the General Information section.
2. Enter the KPA link and click Save.
General Information
If you need to edit the general information of the recruit (tags, assignees, lead source, etc):
1. Click the edit icon, , beside General Info.
2. Make the necessary changes and click Save when done.
You can assign the recruit to a leader in your office as well add any recruit tags to meet the needs of your business
- Learn how to assign a recruit to a leader
- Learn more about recruit tags
When adding social media links to an existing recruit, copy and paste the URL to your recruit's social media page in the respective social media field. For example: https://twitter.com/kwri. |
Production
If you need to edit the production metrics of a recruit:
1. From the Production tab, click the edit icon, .
2. Make any the necessary changes and click Save Changes when done. Use the scroll bar to view additional production fields.
Work History
If you need to edit the Work History a recruit:
1. Click the Business tab then click the edit icon, , to edit the Work History.
2. Make the necessary changes and click Save Changes when done.
Additional Information
If you need to any additional recruit information (birthday, personal interests, etc):
1. Click the edit icon, , beside Additional Information
2. Make the necessary changes and click Save Changes when done.
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