Get Started with Opportunity Discussions (Teams)
When you are on a team and collaborating on an Opportunity, we wanted to give you a way to communicate through the system. You also might need to communicate about the Opportunity, with someone on the team who is not assigned to the Opportunity. With Opportunity Discussions, you have the ability to leave messages, reply, tag specific team members (even if they are not assigned to the Opportunity), and pin or favorite important messages. You will then have the ability to access all of your Opportunity Discussions, on the All Discussions page, even if the Opportunity has been closed, lost, or archived.
- Click here to learn how to access the All Discussions page.
To learn how to utilize Discussions within an Opportunity, follow the steps below:
Access
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Opportunities icon,​, on the left sidebar.
3. From the Opportunities Dashboard, click on the phase, where your Opportunity is located, then click on the Opportunity Title.
4. Once in the Opportunity, click Discussion, at the top right of the page.
