Create an Opportunity, Create Your Docusign Room, Add Docs to the Room, Add New Offer, and Generate Offer Comparison | Scribe

    Create an Opportunity, Create Your Docusign Room, Add Docs to the Room, Add New Offer, and Generate Offer Comparison

    • John-Paul Helk |
    • 0 step |
    • 4 minutes
    Navigate to [https://agent.kw.com/command](https://agent.kw.com/command)
    Go to the Opportunities Applet.
    Click "Create Opportunity"
    Select your opportunity type
    Type your client's name, then either select them from your contact or click "Add New Contact"
    If adding new contact, enter client email address and phone number
    If known, add the property address to the Opportunity Name
    Enter the estimated closing date
    Add your Commission Rate
    Click "Create"
    Go to the "Documents" tab
    Click "Start a Transaction".
    Log in to Docusign
    Click "Add" and select Docusign Forms
    Select the appropriate library and search for the documents you need
    Select the documents you need and click "Add Selected"
    Navigate back to the tab with Command and click "Pick checklist type" then select the correct checklist
    Go to "Offers & Commissions" tab, then click "Add New Offer"
    Name the offer and click "Create Offer"
    Click "Parties"

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