connecting an opportunity to dotloop 1
TRANSCRIPT
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Connecting an Opportunity to
Dotloop
1 Log in to Command
Navigate to agent.kw.com
Log on with KW log in credientials
Forgot password issues, click on “Forgot password”
Not sure what of KW user name is? Email [email protected]
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Connecting an Opportunity to
Dotloop
2 Click on opportunities app
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Connecting an Opportunity to
Dotloop
3 Click on Create Opportunity
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Connecting an Opportunity to
Dotloop
4 Insert clients names (they should already have been entered in the contacts app)
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Connecting an Opportunity to
Dotloop
5 Fill in any additional information and select stage/phase to create opportunity in and click on create opportunity
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Connecting an Opportunity to
Dotloop
6 Click on Documents in Opportunity Detail Page
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Connecting an Opportunity to
Dotloop
7 Click on start a transaction
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Connecting an Opportunity to
Dotloop
8 Select Dotloop (if you are using DocuSign see DocuSign tutorial)
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Connecting an Opportunity to
Dotloop
9 Select which Dotloop template you would like to use (Listing or Buyer)
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Connecting an Opportunity to
Dotloop
10 Click on go to transaction
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Connecting an Opportunity to
Dotloop
11 Proceed to get signatures in Dotloop.