The Command App was built to allow agents to access their Opportunities quickly and easily while on-the-go. In order to make things easier when you are on-the-go, be sure to customize your Opportunity pipelines, and 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.
In the Command app, there are three views you can use to find and manage Opportunities:
- The Pipeline View
- The All Opportunities View
- The Closing Soon View
To find and manage Opportunities with the Command App:
Access
1. Log in to the Command App with your KW login credentials.
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If you are on a team and want to use the team side of the Command App, tap your Profile Picture, at the top left of the screen, then ensure your team is selected.
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2. From the homepage, you will see a section displaying how many open Opportunities you have per Phase. If you tap on the desired Phase of the Opportunity you're looking for you will be directed to a screen displaying all of the Opportunities within that Phase, regardless of which pipeline it's in.
- You can also click the menu icon,
, at the bottom right of the screen, and select Opportunities.
The Pipeline View
1. In the Pipeline tab, you will see your Opportunity Pipelines. Tap the Phase where the Opportunity is located, and from here you can find and click on the Opportunity Name to view the details. You also have the ability to tap Expand Cards to view the contact name and address associated with each Opportunity card. If you tap the ellipses icon, , at the top right of any Opportunity card, you will see options to contact the client directly using your device (Call, Email, Text), or to View/Edit/Archive the Opportunity.
- You have the ability to customize the layout of the pipelines in this view.
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Pro Tip: Swipe left and hold, when looking at the Opportunity Pipeline view, and you will see data around your Pipelines. This shows Potential and Probable income, at the pipeline level, as well as volume and the average number of days an Opportunity stays in each Phase.
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2. Once you click into a Stage, you also have the ability to click the drag-and-drop icon, , to the left of the Opportunity card, and drag the card to another Phase (each Phase is shown across the top of the screen) or Stage within that Phase.
- When doing this, make sure the drag-and-drop icon,
, is over the Phase/Stage you want to drop the card onto. That Phase/Stage will be highlighted green when you are over it and are ready to drop the card.
The All Opportunities View
1. In the Pipeline tab, you will see every Opportunity that you have ever created, including active, closed, archived, and lost Opportunities. Here you can use the search to find Opportunities, by searching either the Opportunity Name or address. You can also tap the Filters button, within the search bar, to narrow down the results and find what you are looking for.
2. Once in the Filters menu, you have several options to help you narrow down your results, click Apply when you have selected the filters you want to use.
- Sort - this gives the ability to sort the list by either Opportunity Name or Closed Date.
- Opportunity Type - select any Opportunity Types you want included in the list (Listings, Buyers, Tenants, Landlords).
- Phase - select any Opportunity Phases you want included in the list (Cultivate, Appointment, Active, Under Contact, Closed).
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Status - select the statuses you want included in the list:
- Active Only
- Active and Archived
- Active, Archived and Lost
- Lost Only
- Closed Date - select the timeframe for the Closed Date that you want to see results for.
- Created Date - select a Start Date and End Date to see results based on the Created Date.
- Tags - a list of your created Opportunity Tags will appear, select any number of these to include in the results.
- Contact Name - a list of your contacts will appear, select a contact to see the Opportunities associated with them.
3. Once you find the Opportunity, you can click on the Opportunity name to access the details, the contact name to access the contact, or the address to open a maps app on your device with that address loaded in. You can also tap the ellipses icon, , at the top right of any Opportunity card, you will see options to contact the client directly using your device (Call, Email, Text), or to View/Edit/Archive the Opportunity.
The Closing Soon View
1. In the Pipeline tab, you will see Opportunities that have a Closed Date in the future. These are broken down into sections based on when the Closed Date is set for:
- Next 7 Days
- Next 30 Days
- Next 60 Days
- Next 90 Days
- More than 90 Days
Once you find the Opportunity, you can click on the Opportunity name to access the details, the contact name to access the contact, or the address to open a maps app on your device with that address loaded in. You can also tap the ellipses icon, , at the top right of any Opportunity card, you will see options to contact the client directly using your device (Call, Email, Text), or to View/Edit/Archive the Opportunity.