Vlad

Field work

Search, sort and page through every lead in your account.

Finding leads on the Properties list

Every filter in the drawer, and what each one actually matches.

Filtering the Properties list

Keep a filter you use often, and publish it to the team.

Saving a filter as a view

Claim the leads you plan to knock so two reps do not work the same door.

Reserving leads for today (My List)

Turn My List into an ordered driving route.

Creating today's route

Moving between stops, the full route map, and the printable sheet.

Driving your route

Recording what happened, and what the Vacant switch does.

Logging a knock or a phone call

The outcomes offered for a knock and for a call, and why they differ.

What each outcome means

Why a knock was refused, and who it applies to.

"Already knocked" and the 10 minute cooldown

The 10 minute window on your own events, and the permission that lifts it.

Correcting or deleting logged activity

How status differs from an outcome, and what marking Do Not Knock actually does.

Lead status and Do Not Knock

What is on each tab, and the actions in the header.

The property page

Sending navigation to a contact's address instead of the property.

Directions and the default destination

Linking owners, heirs and attorneys, and what each role means.

People on a property

Order is what sets the primary number, and how to change it.

Phone numbers and the primary number

Free text anyone can add, and who can remove it.

Notes on a property

Case types, the dates that matter, and why old cases are kept.

Distress cases on a lead

Sending an address, people and activity to someone outside the app.

Sharing a property

Everything you have logged, filtered by type, outcome and date.

Your activity history

What everyone has logged, and how to narrow it down.

Team activity history

Seeing what every rep reserved and planned today, and building a list for someone.

All Lists and All Routes

How rank is calculated and what counts toward it.

The leaderboard

Adding a property by hand, and the state and county rule.

Creating and editing leads

Filling in the fields your company added, and what clearing one does.

Global Eminence Group

How can we help you?

Field work