Settings
Campaigns
◾Creating & Scheduling/ Publishing a Social Post Campaign
-Create and Manage Social Media Posts
◾Creating & Sending a Direct Mail Campaign
-Creating with Pre-Made Templates
-Creating a Postcard Campaign Using Custom Design
◾ Creating a Social Paid Ad For Facebook Part 1
-Configure Your Facebook Ad Campaign
◾Creating a Social Paid Ad For Facebook Part 2
-Create & Manage Email Recipient Lists for Email Campaigns
-Create & Schedule a Newsletter Email Campaign
-Track Client Engagement with a Specific Email Campaign
Contacts
◾Manually Adding a Contact, Using Custom Lead Sources, Tags & Fields
◾Updating Contacts via the CSV Import File
-Access & Download the Command Import Error Log
◾Customizing, Filtering & Creating Smartviews for Contacts
- Customize Columns, Use Filters & Create Smartviews in Contacts
◾Searching for Contacts & Filtering Leads vs. Contacts & the Difference
◾Using the Bulk Action Feature
◾Archiving, Restoring or Exporting Your Contacts Plus Database Wipe
-Archive, Delete or Restore Contacts
Opportunities
◾Customizing Opportunity Stages
◾Managing & Moving Opportunities
-Create & Edit Task Checklists in Opportunity Pipelines
◾Changing Checklists, Creating New Versions, Exporting & Custom Folders
-Create New Compliance Version
-Create & Manage Custom Folders
◾Accepting, Rejecting or Editing Offer
-Accept, Reject or Counter an Offer
◾Submitting a Commission Request
-Commission Request Submission
◾Adding a Bonus, Deduction or Referral to Commission Report
Consumer/Website
◾Introducing the Consumer Applet
◾Site & App Settings Inside the Consumer Applet
◾Customizing Your Standard Agent Site Pages
◾Creating a Testimonials Capture Agent Site Page
-Creating a Testimonial Capture Landing Page
-Creating a Testimonial Display Page
-Creating and Publishing a Standalone Landing Page
◾Building Out Home Buying & Selling Guides for the KW Consumer App
Tasks
Designs
◾Creating a Social Media Design
-Create a Social Media Marketing Design
-Create a Print Marketing Design