A knock is the record of a door visit. Reps should finish in seconds on the phone.
On mobile
- Open today's route or search the address.
- Tap Log knock or the disposition bar.
- Pick outcome: not home, callback, appointment, not interested, closed, or custom outcomes.
- Optional note; save.
On web
Open a place or lead and log an activity. Review knocks in Team performance and on the territory map.
Custom outcomes
Settings → Customize fields → Knock outcomes. Set label, short label, pin type mapping, and default lead status per outcome.
Lead linking
On interested visits, capture name and phone or link to an existing lead. Address matching suggests leads automatically.