Enable / Disable Agent Access to Opportunity Pipelines
Teams Only
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click your name, at the top right of the page, and choose Settings from the drop-down.
3. On the left side of the page click the Command Settings drop-down, then click the Sales Pipeline drop-down, and select Team Permissions.
Once you have reached the Sales Pipeline - Team Permission page, you can choose whether or not the agents on your team can have Opportunities that are not in your team’s pipeline. This only applies within your Market Center.
4. Select one of the options:
Yes - All team Members can create private Opportunities within your Market Center.
No - No team members can create private Opportunities within your Market Center.
Select agents - Enable permissions by team member.
Once these permissions are set, they will take effect immediately.