While you are managing your recruits, you may need to find a specific recruit. Instead of searching through your Phases and Stages, or scrolling the database view, you can fully customize how you view your recruits based on the task at hand. You can use the search, filters, sort, and choose which columns appear in the database view exactly where you want them. Once you configure a view just the way you want it, you can create SmartViews for easy access to the view later.

To learn how to search recruits in your Market Center's Recruiting Pipeline or Recruit Management Database:

• Search
• Sorting
• Filters
• Customize Columns (Recruit Management Database Only)
• SmartViews
  
  

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. At the top of the page, click CommandMC.

3. Click the Recruits icon, ,on the left sidebar.

4. Once you are in the Recruits Applet, select either the Recruiting Pipeline or Recruit Management (database) tabs, depending on how you want to view recruits. In either tab, you can use the search, sorting, filters and SmartViews. 

• The exception is customizing columns, which is only available in the Recruit Management database view).

Search

1. You can use the search bar where you can search by name, city, postal code, email, or all.

Sorting

1. On the Recruiting Pipeline tab, you can sort recruits by clicking in the Sort By drop-down and selecting sorting criteria you want to use.

2. On the Recruit Management tab, click the Recruit Name column title to see options for sorting by name. You can also hover over many of the column titles and clicking the arrow to sort by that field.

Filters

1. You can also filters to narrow your recruit search down by clicking the filter icon, , to the right of the search bar.

2. Once you access filters, there are several criteria you can filter by:

• • Production Status - filter based on whether the recruit is in any or all of the following statuses:
    • • Red One (R1) - agents who have closed less than 7 units in the last 12 months, or brand new agents.
      • Red Two (R2) - agents who have closed 8 or more units in the last 12 months.
      • Unlicensed Staff - non-agent recruits.
  • Join In Status - filter based on what a recruit's status is with regards to their invitation to join the MC and completion of the KW Joining Portal:
    • • Invitation Accepted, Invitation Expired, Invitation Sent, Invitation Withdrawn, and/or Joined.
  • Pipeline Status - filter based on which Recruiting Pipeline Phase the recruit is in, whether they are not in the Pipeline, or if they are archived.
  • Tags - select any number of Recruit Tags. The roster will only display associates with at least one of those tags applied.
  • Brokerage - select any number of brokerages from the list, and the roster will display recruits that have any of the selected brokerages on their Recruit Record.
  • Heatseeker Score - filter based on Heatseeker Score ( No Score, Cold, Warm, Hot)
  • Lead Type - use this filter to identify new leads. There are 3 options to choose from:
    • • New Inbound Lead - leads that have been captured, but have not been moved to a new Stage, in the Recruiting Pipeline.
      • Leads - Last 7 Days - leads that have been captured in the last 7days.
      • Leads - Last 7 Days Not Contacted - leads that have been captured in the last 7 days, that have never had an activity logged for them (call, text, meeting or email). Once you log an activity for them, they will be removed from this metric.
  • Lead Sources - select any number of lead sources from the list, and the roster will display recruits that have any of the selected sources on their Recruit Record.
  • Assignee(s) - filter based on which leaders are assigned to them.
  • Team Status - filter based on whether they have a Team added on the Work History tab, of the Recruit Record.
  • Next Task Scheduled - filter based on the date of the next task due date, that is associated with a recruit. This gives the ability to choose a preset timeframe (No Next Task, Today, Tomorrow, or Next 7 Days) or enter a custom date range.
  • Projected Join Date - filter based on the Projected Join Date field, in their Recruit Record (General Information section). This gives the ability to choose a preset timeframe (This Week, Next Week, etc.) or enter a custom date range.
  • Last Appointment Held - filter based on when the last appointment was logged for a recruit. This gives the ability to choose a preset timeframe (This Week, Next Week, etc.) or enter a custom date range.
  • Last Contacted - filter based on when the last activity was logged for a recruit (includes Appointments). This gives the ability to choose a preset timeframe (Last 7 Days, Last 30 Days, or 30+ Days) or enter a custom date range.
  • Recruit Not Updated In - filter based on the last time any action was taken on a recruit (including editing info, moving to a new Stage/Phase, logging appointments, etc.). Select Last 7 Days, Last 30 Days, or Last 60 Days (Stagnant).
  • Date Created - filter based on when the recruit was created, imported or captured. This gives the ability to choose a preset timeframe (Last 7 Days or Last 30 Days) or enter a custom date range.
  • Broker Metric Status - filter based on whether a recruit is linked through BrokerMetrics or not.
  • Active Real Estate License - filter based on whether a recruit has an active real estate license or not.

3. Click Apply, at the bottom right of the screen, once your filters are selected.

Customize Columns (Recruit Management Database Only)

1. In the Recruit Management database, when you click into the Recruit Management database, click the Gear icon, , which is the column header on the right edge of the database.

2. When the Customize Columns modal appears, you will see two columns that will enable you to customize the database view: All Available Columns and Columns Order. Make the changes you want, then click Apply.

• All Available Columns - you will see an entry for every available column in the database view, check or uncheck the box next to a field to either display (checked) or hide (unchecked) that column.
• Columns Order - use the drag-and-drop functionality to move the columns in the order you want them displayed.

SmartViews

1. Once you get everything set up just the way you want, you can create a SmartView, which saves the setup for easy access in the future. Click Create, at the top left of the roster, give it a SmartView Name, then click Create.

• If you want this SmartView to the the view that shows up every time you access the Associates Applet, check the Set as my default SmartView checkbox, before creating.

2. Once you create SmartViews, click the SmartView drop-down and select the one you want to access. If you want to rename or delete SmartView, click Manage SmartViews.

3. When managing SmartView, click the Ellipses icon, , and select Rename or Delete.

• You can also select the default SmartView you want to appear automatically every time you access Associates.

4. If you select a SmartView and make changes to the filters, sorting, etc., you can click Update to save the changes to the SmartView.