Contacts & SmartPlans

Edit a Contact
Manage Your Contacts
Add a Note to a Contact
Add an Activity to a Contact
Archive, Delete or Restore Contacts
Sync Yout Contacts with Piesync
Import Contacts
Add Contacts to a SmartPlan
Edit an Active SmartPlan
Remove a Contact from a SmartPlan
Export Mailing Labels
Export Contacts
Create and Manage Custom Tags
Create and Edit Custom Fields for Contacts in Command
Customize Columns, Use Filters & Create SmartViews in Contacts

Opportunities

Add Signatures to Forms in DocuSign
Void/Cancel an Envelope in DocuSign
Add a One-Off Compliance Document Checklist Item to an Opportunity
Create and Manage Custom Folders for Opportunities
Utilize Compliance Folder Messaging
Create a New Compliance Document Checklist Version for an Opportunity
Customize Opportunities (Guide)
Customize Your Opportunity Pipeline
Manage Checklists in Opportunities
Archive an Opportunity or Mark an Opportunity as Lost
Restore an Archived Opportunity

KW App & Sites

Create a Custom Site Page
Create a Testimonial Capture Landing Page
Create a Testimonial Page for Your Agent Site
Customize URL for a Landing Page
Customize Your Agent Site Navigation
Create a Hero Image for Your Agent Site
Add a Hero Image to Your Agent Site

Designs, Campaigns & Sites

Send a Newsletter Email Campaign
Use Videos in Social Ad Campaigns
Important a PDF to Create a Print or Social Design
Access Your Social and Print Design Library
Customize Your Asset Library in the Design Editor
Archive or Delete an Ad in Campaigns
Create a Listing Presentation in Designs
Create a Buyer Presentation in Designs
Create and Download a Postcard Design for a Direct Mail Campaign in Command
Keller Williams Realty
KW Paint Creek & Somerset

Each Office Is Independently Owned & Operated.