Keller Williams Realty Chico Area
  • Get Started
  • Culture
  • Calendar
  • About Us
    • Executive Leadership Team
    • ALC
  • More
    • Get Started
    • Culture
    • Calendar
    • About Us
      • Executive Leadership Team
      • ALC
Keller Williams Realty Chico Area
  • Get Started
  • Culture
  • Calendar
  • About Us
    • Executive Leadership Team
    • ALC

Tech Enabled Agent Training

For full Command training provided by KW

Click Here

Compliance in Command Job Aids

Compliance in Command Job Aid (pdf)

Download

Reset ZipForms Password (pdf)

Download

Getting Started with Command

How to log into Command

https://answers.kw.com/hc/en-us/articles/360017931913-Log-in-to-Command

How to manually add a Contact

https://answers.kw.com/hc/en-us/articles/360015702154-Add-a-Contact

How to use PieSync to add Contacts

https://answers.kw.com/hc/en-us/articles/360017384693-Sync-Your-Contacts-to-Command-Using-PieSync

Manage Opportunities in Command

How to create an Opportunity

https://answers.kw.com/hc/en-us/articles/360016335953-Create-an-Opportunity

How to add a listing to an Opportunity

https://answers.kw.com/hc/en-us/articles/360038382374-Add-a-Listing-to-an-Opportunity

How to edit details of an Opportunity

https://answers.kw.com/hc/en-us/articles/360037399594-Edit-the-Details-of-an-Opportunity

How to mark an Opportunity lost or archived

https://answers.kw.com/hc/en-us/articles/360022415873-Mark-an-Opportunity-as-Lost-or-Archive-an-Opportunity-

Compliance & DocuSign in Command

How to create & connect DocuSign account with Command

https://answers.kw.com/hc/en-us/articles/360033276314-Create-and-Connect-Your-DocuSign-Account

How to create a DocuSign Room for an Opportunity

https://answers.kw.com/hc/en-us/articles/360033757594-Create-a-DocuSign-Room-for-an-Opportunity

How to navigate DocuSign Rooms

https://answers.kw.com/hc/en-us/articles/360035091514

How to reset ZipForm password

https://drive.google.com/file/d/1bEdg3accYOrGHHbGsT4nTeLDTelLVbq3/view?usp=sharing

How to link ZipForm account to Docusign Rooms

https://support.docusign.com/en/videos/DocuSign-Transaction-Rooms-zipForm-link-add-edit

**NOTE: we recommend that you create the transaction in ZipForms and not through the integration.

How to add Compliance documents to an Opportunity

https://answers.kw.com/hc/en-us/articles/360034202573-Add-a-Compliance-Document-to-an-Opportunity-

How to add a NEW Compliance checklist version (Cancelled Escrow)

https://answers.kw.com/hc/en-us/articles/360036687153

How to submit Compliance Doucments for review

https://answers.kw.com/hc/en-us/articles/360033741014

Offers & Commissions in Command

How to create an Offer

https://answers.kw.com/hc/en-us/articles/360016213114-Create-an-Offer

How to manage Offers

https://answers.kw.com/hc/en-us/articles/360016336013-Manage-Offers

How to share Offers with clients

https://answers.kw.com/hc/en-us/articles/360034851754

How to submit a Commissions request (NEW Greensheet)

https://answers.kw.com/hc/en-us/articles/360034988473-Submit-Commissions-for-an-Opportunity-Labs-Participants-Only-

  • My KW
  • CAR
  • Command

Keller Williams Realty Chico Area

Copyright © 2020 Keller Williams Realty Chico Area - All Rights Reserved

Each Office Is Independently Owned and Operated 

Licensed in CA. DRE #01842969

Powered by