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All topicsGetting Started
4 guidesLeads
3 guidesMaps & Territories
1 guideVisits & Door Knocking
3 guidesAdmin Console
Importing leads, assigning work, and company settingsTroubleshooting
3 guides13 topics in all, including the two role guides for reps and for the office.
Popular guides
All videosExport, Download and Import LeadsGet every lead out as a spreadsheet you can open in Excel or Google Sheets — and bring a spreadsheet of leads in.Using the MapYour territory as pins. Reading the colours, finding the nearest door, filtering to what matters, and switching to the list.Working with No SignalThe app is built to work in a dead zone. Here's what keeps working, what waits, and how to tell.Your Leads ListEvery house that's yours, sorted by what's closest. What a row tells you, the four sorts, the two swipes, and the filters.Your Team Member BadgeThe badge you show at the door, what a homeowner sees when they scan it, and how to renew it.Your Today ScreenThe screen you start every morning on — the sync chip at the top, your next door, and what is waiting underneath.Adding a Lead at the DoorStanding outside a house that isn't in the app? Add it in about twenty seconds, from the map or from the quick-add button.Something Hasn't UploadedA number next to the sync chip that isn't going down. What it means, what to do, and why your work is safe either way.
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