Adding a Lead at the Door

You don’t have to wait for the office to add a house. If you’re standing in front of one worth knocking, put it in yourself — it’s about twenty seconds, and it’s yours from the moment you save.

The fast way: tap it on the map

1. Open the map and find the house

   Pan to it. The prompt at the bottom reads Tap a house to add it as a lead.

2. Tap the roof

   A pin drops where you tapped, and the app looks up what address is there. In a second or two the form comes up with the address already filled in.

3. Check the address, then Save lead

   That’s the whole thing. If the pin landed on the wrong house, tap again to move it — the prompt changes to Tap to move the new lead’s pin.

This is the better way when you can use it, because the pin is exactly where you put it rather than wherever an address lookup guesses.

The other way: the + button

From the quick-add button, or from More → Add a lead, or from the button on an empty leads list.

Here you type the address yourself, and the pin comes from where you’re standing — which is close enough when you’re on the sidewalk outside, and the reason this way works even when the map won’t draw.

What’s required

Just the address. The Save button stays off until there’s one, and turns on the moment there is.

Everything else is offered, not demanded:

• Contact name and phone — if the homeowner told you, or it’s on the mailbox.
• A list — if your team works from lists, you can put it on one, including a new one you name right there.

Nothing stops you saving a house with an address and nothing else. Knock it first, fill in the rest when you know it.

After you save

You land on the new lead’s page. From there Start visit and knock it — see Knocking a Door, Start to Finish.

The house is now in your Leads list, on your map, and eligible for tomorrow’s route like any other.

A house you added that you shouldn’t have

Tell your admin. A rep can add a lead but can’t delete one — which is deliberate: a deleted lead takes its visit history with it, and that history belongs to the company rather than to whoever tapped last.