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



1

? Scott Le Roy Marketing 2018 /

REV 2018-12

myKW Cheat Sheet Volume V

Table of Contents

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Table of Contents

2

KW Command

14

Accessing KW Command

14

KW Command Menu

14

Command Settings

15

Connected Apps

15

Apps Available To Connect

16

Archive

16

Deal Settings

16

Custom Tags

16

Contacts

16

Adding a New Contact

17

Contact Field Options

17

Viewing Contact Details

18

Contact Details Page

2

18

Editing an Existing Contact

19

Archiving a Contact

19

Archiving Multiple Contacts

20

Permanently Deleting Archived Contacts

20

Restoring Archived Contacts

20

Bulk updating contacts

20

SmartPlans

21

Opportunities

21

?Scott Le Roy Marketing , LLC 2018 /

?REV 2018-12

myKW Cheat Sheet Volume V

Creating a New Opportunity

21

Viewing/Editing an Existing Opportunity

22

Opportunity Details

22

Opportunity Stage

22

Lost Opportunity

22

General Info

22

Seller Worksheet (Listing Only)

23

Documents

23

Offers

23

Creating a New Offer

24

Offer Actions

25

Add Negotiation

25

Edit Offer

25

Add Analysis

25

Send Offer

25

Get Signatures

25

Remove Offer

25

Comparing Offers (Listing Only)

25

Accepting an Offer

26

Rejecting an Offer

26

Commissions

26

Opportunity Stages

26

Appointment

26

Active (Buyer)

27

Active (Listing)

27

Under Contract

27

Closed

27

Calendar

3

27

?Scott Le Roy Marketing , LLC 2018 /

?REV 2018-12

myKW Cheat Sheet Volume V

Lead Accelerator

27

My Marketing Campaigns

28

Create a new Marketing Campaign

28

Payment Profile

29

Archived Campaigns

29

Designs/SketchHouse

29

My Sketches

29

KW Sketchbook

29

Types of Designs

29

Email Templates

29

Marketing Templates

29

Market Snap

29

Web Templates

30

Listing Presentation

30

Creating A New Design/Sketch

30

Editing an Existing Design

31

Listings

31

Groups

31

Insights

31

Searching for Insights

32

Creating a New Insight

32

Whistle Icon

32

Building Icon

32

Chat

32

Starting a New Chat

33

Chat Options

33

Notifications

4

33

?Scott Le Roy Marketing , LLC 2018 /

?REV 2018-12

myKW Cheat Sheet Volume V

New KW Website Powered by Placester

34

Find the KW Website

34

Site Settings

34

Listings

34

Check/Setup IDX Integration

34

What is IDX?

35

Global Filters

35

Featured Listings

35

Open House Info

36

Site Design

36

Theme Selection

36

Slideshow

36

Certifications

37

Social Media

37

Search Form

37

Menu

38

Add a Custom URL to your Website Menu

38

Site Info

38

Lead Capture

40

Custom Domain

40

Site Tracking

41

Site Verification

41

Pages

41

Create a Custom Page

41

Edit an Existing Page

42

Blog Posts

42

Create a New Blog Post

5

43

?Scott Le Roy Marketing , LLC 2018 /

?REV 2018-12

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