Add an Opportunity with the Command App

The Command App was built to allow agents to add their Opportunities quickly and easily while on-the-go. Once it's been created, you can come back to edit the Opportunity details. With that being said, there are some considerations to be aware of. The most important thing to remember is that you will still need to take of all compliance related tasks and commission related tasks on the desktop version of Command.

In order to make things easier when you are on-the-go be sure to have things like Opportunity tags created prior to using the Command App. Once they have been set up, you will be able to utilize them in the Command App with ease.

To add an Opportunity with the Command App:

1. Log in to the Command App with your KW login credentials.

2. From the Command Homepage, tap the blue circle, , in the bottom right corner of the screen, and select Add Opportunity.

• You can also create an Opportunity by accessing the desired client's contact record through Contacts.

Key Information 

1. Complete the required fields for this section:

• 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
• 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.
• Contact Name
  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-Contact
  There is an option of associating a second contact with the Opportunity, if the second contact is involved in the transaction.
• Phase
  Select the Phase the Opportunity you want to create the contact in.
• Stage
  Select the Stage, within the Phase, you want to create the contact in.

Property Address

1. Enter the Property Address if you have that information. You can always come back and add that later.

Tags

1. In this section, tap Add/Remove Tags. Select any combination of tags, then tap Done, at the top right of the screen.

Description

1. Enter any notes about the Opportunity within the Description field.

Financial Information

1. Enter the estimated listing price (if available) and enter your estimated Commission Rate percentage.

Key Dates

1. Enter any key dates that you may have. You can always come back and add them later or change them if need be:

• Time Frame
  Enter how many months the client is looking to complete this transaction within.
• Appointment Scheduled
  Select the date the appointment was scheduled using the calendar widget on your mobile device. This date field is also used when tracking goals progress in the Reports applet.
• Appointment Date
  Select the date of the appointment using the calendar widget on your mobile device. This date field is also used when tracking goals progress in the Reports applet.
• Estimated Closed Date
  Select the expected close date using the calendar widget on your mobile device. This date field is also used when tracking goals progress in the Reports applet.
• Agreement Won
  Select the date the offer is accepted using the calendar widget on your mobile device. This date field is also used when tracking goals progress in the Reports applet.
• Contract Date
  Select the date the contract is signed using the calendar widget on your mobile device. This date field is also used when tracking goals progress in the Reports applet.
• Closed Date 
  Select the date the transaction closed using the calendar widget on your mobile device. This date field is also used when tracking goals progress in the Reports applet.

Ownership (not editable once the Opportunity has been created)

1. Your name will be auto-populated as the owner of the Opportunity. Your Market Center name will also auto-populate. If you are apart of multiple Market Centers, ensure you make that selection here as well.

Save

1. When you are finished, tap Save in the top right hand corner.

You can always come back and edit the details of the Opportunity from within the Command App as well.