Custom Values
Turning the KW Prep Blueprint Review On or Off
Last Updated: November 3, 2025The KW Prep Blueprint Review feature allows Market Centers to determine whether recruits in the KW Prep program are prompted to complete and submit their KW Prep Blueprint for review and scheduling. This guide walks you through how to enable or disable this feature within your Market Center Sites 3.0 account. Step 1: Access Custom...
Updating User Assignments in Market Center Sites 3.0
Last Updated: October 10, 2025Market Center Sites 3.0 introduces a completely redesigned user assignment system, making it easier to manage who handles different types of leads, recruits, and referrals across your Market Center. This guide walks you through understanding the available roles and how to update or reassign users when your staff changes. Step 1: Access User Settings Step...
Setting Up OP Notifications for When New Agents Join
Last Updated: October 9, 2025When a recruit completes onboarding and moves into the Joined KW stage in your Onboarding Pipeline, you can automatically notify your Operating Principal (OP). This ensures leadership stays in the loop when someone officially joins your Market Center. Step 1: How the Notification Works Once the Onboarding Specialist moves a recruit into the Joined KW...
Adjusting Long-Term Nurture Defaults
Last Updated: October 9, 2025When someone enters a Long-Term Nurture sequence, they’re automatically placed into a recurring automation that reminds the assigned Market Center leader to reach out and check in. You can adjust the default cadence and expiration settings for this automation in your account settings. Step 1: Access Custom Values Step 2: Update the Default Cadence This...
Updating Opportunity Value Defaults in Market Center Sites
Last Updated: October 9, 2025In Market Center Sites 3.0, each opportunity card includes an Opportunity Value field that helps quantify the financial impact of a potential recruit. While you can manually adjust this value within an individual card, it’s far more efficient and consistent to update your default values in one central location — using Custom Values in your...