Create Activity Checklists in Opportunities
The great thing about Opportunities is that it allows you to methodically track and manage your current and future transactions. A big piece of this is tracking all of the tasks you have to complete, at every stage of the process. Because of this, Command includes checklists that you can create for every stage in the Sales Pipeline, which will be applied to every Opportunity you add.
To learn how to create these checklists, follow the steps below:
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Opportunities icon, , on the left sidebar, to access your Opportunities dashboard.
3. Click on the phase you want to add a checklist to, on the Opportunities dashboard.
4. Click Edit Stages, at the top right of the page.
5. Click on the checklist icon, ,on the stage you want to edit.
6. Click Add Item, to add checklist items.
7. To the right of each checklist item, click the three dots to edit or delete the checklist item.
Click and hold, on a checklist item to move it to another position in the list.
8. Click Save.