3 results found

1. Download Associate Roster with Emails, Phone Numbers, and Addresses

   Make it easier to send out stuff to agents

   36 votes

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   1 comment  ·  Associates  ·  Delete…  ·  Admin →
   try this instead  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

   The OP can export Recruits under the Joined Phase/Stage so that you can grab that information!

2. Automatically Turn Off Website and Campaigns When Associate Offboards

   Currently if we remove an associate before we work with them to get into their command and turn off their website and marketing campaigns these things remain active even after they've been deactivated. If we are taking the process of onboarding out of the market center's sphere of influence then I this should happen automatically so that we don't have to interfere in this process.

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   0 comments  ·  Associates  ·  Delete…  ·  Admin →
   try this instead  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

   The offboarding process does include these steps; however, there are some scenarios where the process does not complete correctly for outside reasons. Please review this article for best practices when offboarding to make sure that this occurs correctly: https://leadershipanswers.kw.com/hc/en-us/articles/19461155377811-MCA-Checklist-for-Associate-and-Team-Offboarding

3. Selecting/tagging agents in Productivity Coaching

   Currently there's no way (that I'm aware of) to tag agents that are in a PC program within a market center so that between when they enter an opportunity and when it's closed out, the PC program split isn't missed. We're having to keep the 'roster' on a google doc and as a result, transactions are missed and not paid to the PC program. Most of the time it is because the agents made an error because they're new, but this seems to be a pretty easy solution to have some tag in the system of Command (front end or back end) that allows some visual or system indicator so that a DA isn't done without someone clearly being able to see if the agent is or isn't in PC.

   Currently there's no way (that I'm aware of) to tag agents that are in a PC program within a market center so that between when they enter an opportunity and when it's closed out, the PC program split isn't missed. We're having to keep the 'roster' on a google doc and as a result, transactions are missed and not paid to the PC program. Most of the time it is because the agents made an error because they're new, but this seems to be a pretty easy solution to have some tag in the system of Command (front end or… more

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   0 comments  ·  Associates  ·  Delete…  ·  Admin →
   try this instead  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

   There are now Deductions available for Associates so that you can add Productivity Coaches and their fees to an Associate's record and have those automatically added to their Opportunities/Transactions!