Course Prerequisite(s)
- Please note that this course has the following prerequisites which must be completed before it can be accessed
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Your KW Journey Begins Here…
About Course
Brief Summary
In Day 2 of the challenge, Marty Miller focuses on the essential “plumbing” of your business: connecting third-party applications to KW Command. This video explains that Command is most powerful when it acts as a central hub, pulling in data from the other tools you use daily. By navigating to the Settings menu, agents can link their email, social media, and document management accounts. This one-time setup is critical because it unlocks automation features (like auto-emailing or social posting) that will be used extensively in later training modules.
Key Takeaways for Your Training Description
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The Integration Hub: How to navigate to
Settings > Applicationsto view the full list of available integrations. -
Productivity Connections: Linking Gmail and Google Calendar so that your emails and appointments with clients automatically appear on their contact timeline within Command.
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Social Media Setup: The critical distinction between connecting Facebook Post Scheduling (for free posts) and Facebook Ads Manager (for paid advertising). You must connect both if you plan to do both.
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Compliance & Contracts: connecting DocuSign to ensure a seamless flow of legal documents between your Opportunities pipeline and the eSignature platform.
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Marketplace vs. Built-in: A brief introduction to the “Connect More Apps” button, which leads to the Command Marketplace for additional third-party integrations (like Twilio for texting).
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