Manage Your Recruits in CommandMC (Leadership)

After you create add a recruit to the Recruiting Pipeline, you can start moving it through the Pipeline, adding information about the recruit, add a KPA link, and eventually list the recruit as committing to joining the Market Center (or removing the recruit from the Pipeline if things do not work out). 

To learn how to manage your recruits in CommandMC, use the resources below:

Access Recruit Pipeline

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.

Move Recruits Through the Pipeline

In order to move your recruit through the Recruiting Pipeline, click and hold the six dots, on the left of the Recruit card, and drag the Opportunity to the correct stage. If you need to move it to another phase, drag the Recruit Card to the correct phase above the stages. This will put the Recruit card in the first stage of that phase.

Edit Recruit Details

You can edit a recruit to add or change information, whether they are in the Recruiting Pipeline or just in the Recruit Database.

• Click here to learn how to edit a recruit.
  
  

The Join Process

1. Find the recruit card, in your Recruiting Pipeline, then drag the recruit card to the Committed phase.

5. Click in to the Committed phase, and click Invite to MC, at the bottom right of the recruit card. You will then fill out a form to send the recruit a link to complete the KW Joining Portal. They will be added to the MC, once completed.

Remove Recruit from Pipeline

The recruit can be removed from the Pipeline at any time from either the Recruiting Pipeline tab or the Recruit Management tab:

1. Click on the ellipses icon, , to the right of the recruit's name and select Remove from Pipeline.

2. Select Fall out, enter the actions or events that occurred to prompt your removing the recruit from the Pipeline, and click Save.

The recruit will remain on the Recruit Management tab with a status of Fall Out.

Archive Recruit

The recruit can be archived at any time from either the Recruiting Pipeline tab or the Recruit Management tab:

1. Click on the ellipses icon, , to the right of the recruit's name and select Remove from Pipeline.

2. Select Archive, enter the actions or events that occurred to prompt your removing the recruit from the Pipeline, and click Save.

The recruit will remain on the Recruit Management tab with a status of Archived.