Remove Recruits/Associates from a CommandMC SmartPlan

As you are adding either recruits or associates to CommandMC SmartPlans, you might need to retire an outdated SmartPlan or maybe you created a new and better version, so you want to remove recruits/associates from the old plan and add to the new.

Keep in mind, if you want to make full edits to a CommandMC SmartPlan that has recruits/associates added (an active SmartPlan), like adding/removing or reordering steps, you will have to duplicate the SmartPlan to make those changes, then add the recruits/associates to the new plan.

• Learn how to edit an active CommandMC SmartPlan (a SmartPlan that has recruits added - limited editability).
• Learn how to edit an inactive CommandMC SmartPlan (a SmartPlan with no recruits added - full editability).

To remove recruits/associates from a CommandMC SmartPlan:

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

2. Click CommandMC at the top of the page.

3. With CommandMC SmartPlans for Recruits (only Market Centers have access to Associates), you can utilize these with either your Market Center or Regional recruit pipelines, but these SmartPlans lists are kept totally separate. If you have Regional and Market Center roles, click your name, at the top right of the page, and ensure the correct profile is selected.

4. Click the SmartPlans applet, , on the left sidebar.

5. Find the SmartPlan in the list, click the view icon, , in the People column, next to the number of recruits/associates on that plan.

6. A menu will appear, with the list of recruits/associates that have been added to this SmartPlan.

• If you want to remove specific recruits/associates, check the box next to the recruits/associates you want to remove, and click Confirm Remove, at the bottom of the menu.
• If you want to remove all recruits/associates, click the Remove All button, at the bottom of the menu.

7. A confirmation screen will appear, click Remove.