My K W C he a t She e t - Scott Le Roy Marketing

myKW Cheat Sheet

VOLUME V Your Guide To Using KW Technology Tools

S cott Le Roy Marketing Support@

321-236-2568

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Table of Contents

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Table of Contents

KW Command Accessing KW Command KW Command Menu Command Settings Connected Apps Apps Available To Connect Archive Deal Settings Custom Tags Contacts Adding a New Contact Contact Field Options Viewing Contact Details Contact Details Page Editing an Existing Contact Archiving a Contact Archiving Multiple Contacts Permanently Deleting Archived Contacts Restoring Archived Contacts Bulk updating contacts SmartPlans Opportunities

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Creating a New Opportunity Viewing/Editing an Existing Opportunity

Opportunity Details Opportunity Stage Lost Opportunity General Info Seller Worksheet (Listing Only)

Documents Offers

Creating a New Offer Offer Actions

Add Negotiation Edit Offer Add Analysis Send Offer Get Signatures Remove Offer Comparing Offers (Listing Only) Accepting an Offer Rejecting an Offer Commissions Opportunity Stages Appointment Active (Buyer) Active (Listing) Under Contract Closed Calendar

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Lead Accelerator My Marketing Campaigns Create a new Marketing Campaign Payment Profile Archived Campaigns

Designs/SketchHouse My Sketches KW Sketchbook Types of Designs Email Templates Marketing Templates Market Snap Web Templates Listing Presentation Creating A New Design/Sketch Editing an Existing Design

Listings Groups Insights

Searching for Insights Creating a New Insight Whistle Icon Building Icon Chat Starting a New Chat Chat Options Notifications

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New KW Website Powered by Placester Find the KW Website Site Settings Listings Check/Setup IDX Integration What is IDX? Global Filters Featured Listings Open House Info Site Design Theme Selection Slideshow Certifications Social Media Search Form Menu Add a Custom URL to your Website Menu Site Info Lead Capture Custom Domain Site Tracking Site Verification Pages Create a Custom Page Edit an Existing Page Blog Posts Create a New Blog Post

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