Command Class

A message from the instructor

How to use this course

Course objectives

Vital Signs Tech Assessment

Assess Your KW Tech Knowledge

Before we begin...

Guiding questions

Contacts & SmartPlans

Adding a contact

Adding a contact demo

Adding a contact to the Monthly Neighborhood Nurture SmartPlan

Adding a contact to the Monthly Neighborhood Nurture SmartPlan demo

Create and manage custom tags

Create and manage custom tags demo

Customize columns, use filters and Create SmartViews

Customize columns, use filters and create SmartViews demo

Create a custom SmartPlan

Create a custom SmartPlan demo

Opportunities & the KW App

Create a custom Stage in Opportunities

Create a custom Stage in Opportunities demo

Customize an Opportunity checklist

Customize an Opportunity checklist demo

Create an Opportunity for your contact

Create an Opportunity for your contact demo

Move the contact through the transaction's Stages/Phases

Move the contact through the transaction's Stages/Phases demo

Set up the KW App using the Kelle Guide

Set up the KW App using the Kelle Guide demo

Customize your Consumer Guide

Customize your Consumer Guide demo

Campaigns, Designs, & Referrals

Create a social media asset in Designs

Create a social media asset in Designs demo

Use the social media asset in a Campaign post

Use the social media asset in a Campaign post demo

Create a paid ad in Campaigns

Create a paid ad in Campaigns demo

Find a Referral partner

Find a Referral partner demo

Send a Referral Network invitation

Send a Referral Network invitation demo

Send a Referral Request

Send a Referral Request demo

Aha's

Congrats! Here's what's next...

More resources for you

Before you go...