A knock is the record of a visit. It should take a few taps on the phone and update the lead stage automatically.
On mobile
- Open the Field tab.
- Walk to the address or pick it from today's route.
- Tap the knock button or long-press the map at the door.
- Pick a disposition: not home, callback, appointment, not interested, closed, or your custom outcomes.
- Add an optional note and save.
On web
Open a place on the Field map or a lead record. Click Log knock, pick the outcome, and save. Managers usually log knocks when correcting data, not while walking routes.
What happens next
- The lead stage updates if your outcome maps to a stage.
- A pin appears on the territory map.
- The knock shows in Analytics and Team performance.