Skip to main content- Finding leads on the Properties listSearch, sort and page through every lead in your account.
- Filtering the Properties listEvery filter in the drawer, and what each one actually matches.
- Saving a filter as a viewKeep a filter you use often, and publish it to the team.
- Reserving leads for today (My List)Claim the leads you plan to knock so two reps do not work the same door.
- Creating today's routeTurn My List into an ordered driving route.
- Driving your routeMoving between stops, the full route map, and the printable sheet.
- Logging a knock or a phone callRecording what happened, and what the Vacant switch does.
- What each outcome meansThe outcomes offered for a knock and for a call, and why they differ.
- "Already knocked" and the 10 minute cooldownWhy a knock was refused, and who it applies to.
- Correcting or deleting logged activityThe 10 minute window on your own events, and the permission that lifts it.
- Lead status and Do Not KnockHow status differs from an outcome, and what marking Do Not Knock actually does.
- The property pageWhat is on each tab, and the actions in the header.
- Directions and the default destinationSending navigation to a contact's address instead of the property.
- People on a propertyLinking owners, heirs and attorneys, and what each role means.
- Phone numbers and the primary numberOrder is what sets the primary number, and how to change it.
- Notes on a propertyFree text anyone can add, and who can remove it.
- Distress cases on a leadCase types, the dates that matter, and why old cases are kept.
- Sharing a propertySending an address, people and activity to someone outside the app.
- Your activity historyEverything you have logged, filtered by type, outcome and date.
- Team activity historyWhat everyone has logged, and how to narrow it down.
- All Lists and All RoutesSeeing what every rep reserved and planned today, and building a list for someone.
- The leaderboardHow rank is calculated and what counts toward it.
- Creating and editing leadsAdding a property by hand, and the state and county rule.
- Custom fields on a propertyFilling in the fields your company added, and what clearing one does.