Command and Docusign

1. 1. KW Support Tech Questions

   2. KW Support Live Chat 

   3. If you have a short question you can try posting in our private Facebook Page or the KW Command Facebook page 

   4. Scott Le Roy Training and Resources 

   5. Marty Miller 66 Day Challenges 

   6. KW Connect- Use the magnifying glass to search for different topics 

   7. KW Connect Livestreams

   8. Regional Tech Orientation found on Eventbrite 

1. 1. Command is included in your partnership with Keller Williams Brokerage. This was an added benefit to the office fee which has not changed since including Command. 

      • Contacts

        1. This is your CRM. Your database. Your sphere. 

        2. Enter, manage, and customize your database with simplicity and ease. Create customized tags to send out highly personalized SmartPlans and stay in touch with your database. 

      • Designs

        1. Create personalized marketing materials from scratch or from professionally designed templates. Help your brand stand out by leveraging individualized market data, so that one-to-many marketing becomes one -to-one. 

        2. This works similar to Canva or other marketing design tools

      • SmartPlans

        1. Drag and drop your way to better business by simplifying and automating background tasks. Put your time where the money is by streamlining and automating the kind of tasks that typically keep you away from providing top-of-the-line customer service to clients and selling more real estate. 

      • Opportunities 

        1. Track your pipeline from lead to close. See the road ahead with real-time revenue projections that know where you are in the transaction so you have the best information about your cash flow. 

      • Campaigns

        1. Create an effective campaign that converts across Facebook, Instagram, Google Ads, email, direct mail, and more. 

      • Referrals

        1. Grow and manage your referral business with simplicity and transparency. Tap into one of the largest, most-profitable real estate networks on the planet. Find trusted partners, negotiate, and arrange specifics, keeping your finger on the pulse of every deal.

      • Tasks 

        1. Virtualize your sticky notes. Turn your to-do list into action items by creating contact-specific tasks that track across Command. Keep it simple and streamlined by inputting your tasks, links, and relevant documents where you perform your operations. 

1. 2. Command is constantly being updated. Keller Williams is taking the feedback from their agents and fixing bugs as they pop up, as well as adding new features according to suggestions from users. 

      • Suggest a new feature through LABS 

        • Click on the small question mark next to your name in the Command dashboard. Here you can chat with support or post an idea to LABS. 

        • Vote on new ideas at ideas.kw.com 

   3. The Wilmington Office uses Command exclusively to pay agents and process commissions. A commission request must be sent through Command in order for a settlement check to be made or a commission check to be processed. 

1. 1. The SmartPlans Library is a collection of SmartPlans uploaded by other agents across the country. Agents have the opportunity to rate and describe the plans to help you choose the best one for your situation. 

   2. You can utilize any SmartPlan published to the library as well as publish your own for others to use.

   3. Neighborhood Nurture can be found in the SmartPlans Library

   4. To use SmartPlans

      • Upload your contacts into Command with as many details as possible

      • Use customized tagging and grouping. The more organized your contacts are, the easier it will be to segment and assign the most appropriate and relevant SmartPlans to each contact

      • Assign a SmartPlan to your contacts. As activities within a SmartPlan get set off, the contact record will update in real-time. This means you will be able to see which SmartPlan a contact/lead received and what the last touch was the minute you click into their record. 

      • As with all things that matter, success is in the follow-through. As reminders come your way, take action and leave detailed notes for yourself, which are also saved to your contact’s record.

Yes, here is the link to their support page where you can open a case or ask the community. 

Use Scott Le Roy Marketing to set up your technology. If you did not use Scott Le Roy, here are the steps to set up Docusign yourself. 

In order to connect Docusign and get the correct forms, follow these steps.

1. Log into Command from My KW

2. Go to Settings

3. Click Connect Account next to Docusign

4. This will send an email to your chosen email address to set up your account

To Add Forms

1. Make sure you're in Rooms

2. Go to Preferences under your profile icon

3. Look to the left and choose integrations

4. Add your provider (Board of Realtors)

5. Submit your NRDS number and indicate the state you are a part of 

6. The forms for the boards you are associated with will appear in your account!

Scott Le Roy can also help set this up for you. You can fill out one of their questionnaires when you sign on or use their current agent questionnaire. You can also email support@scottleroymarketing.com and they would be happy to help you. 

1. 1. Docusign integrates with Opportunities in Command. A Docusign Room is a secure, digital work space where we can store documents and get forms signed. We can then pull those forms seamlessly into Command for compliance purposes. 

   2. Each Docusign Room must be created from within an Opportunity in Command, which establishes a secure connection and keeps our data protected. 

   3. Getting Started with Docusign Rooms

1. • Each Docusign Room must be created from within an Opportunity in Command. 

   • Create the Room

     1. Go to Command 

     2. From the Opportunities Dashboard, click on the phase and Click on Opportunity Title 

     3. Click Documents at the top of the page

     4. Look to the left and click Start a Transaction

     5. Click Go To Transaction

     6. Log into Docusign 

     7. You will be directed to the Docusign Room for that Opportunity. You can now add documents to that room.

1. 1. Envelopes are what we use to send, sign, and complete forms in Docusign. They consist of a single or multiple documents, recipients who need to complete or view documents, and an email message that will accompany the Envelope, once sent. 

   2. The envelopes tab is where you will create and manage your envelopes for the Room. 

   3. How to Create an Envelope

   4. How to Correct an Envelope

   5. How to Cancel an Envelope

1. 1. A template is a pre-set envelope with specific documents, pre-set recipient roles, and fields. Templates help streamline the sending process during a transaction when you frequently send the same or similar documents. 

      • Create a Template

      • Edit a template shared by your Market Center

Docusign has a Docusign Community with topics and discussions