Recording What Happened

There is no “change status” button anywhere on your phone, and that is deliberate. A lead’s stage is a record of what happened at the door — so you record what happened, and the stage follows. It can’t drift, and nobody has to remember to update it.

The outcome screen is eight tiles under the question What happened? They’re in order of how often they get tapped.

The eight, and what each one does

The four that ask “when?”

Interested, Follow Up, Appointment and Quote all mean there’s a next step here, so after the details screen the app asks what it is and when. It pre-fills a sensible default — two days out at 5pm — and offers four quick picks: This evening, Tomorrow AM, In 3 days, Next week.

Whatever you set shows up in Follow-ups (or Appointments) on your Today screen on the day. That’s how a “come back Tuesday” actually happens on Tuesday.

The three that close it

Sold, Not Interested and Do Not Contact all take the lead out of your working day:

• It stops appearing in routes. Plan doors will never offer it again.
• It drops out of the map’s and the list’s open-lead views (you can still find it with a filter).
• Its pin changes colour on the map — green for Won, grey for Lost, red for Do Not Contact.

Two of them are worth being careful with:

The stages, for reference

You’ll see these as pills on every lead and as colours on the map:

New → Contacted → Follow-up → Working → Appointment → Quoted → Won, plus Lost and Do Not Contact as the two closed states.

One you may notice you can’t reach from the door: Contacted. That one is set from the office or from the company’s CRM — a call, an email, a text. From a doorstep the honest record is what was agreed, which is why the tiles are Follow Up and Appointment rather than “we spoke”.

Fixing a wrong tap

You can tap a different tile before you leave the outcome screen — the last one you tapped is the one that counts. Once the visit is completed, the outcome is recorded. If you completed a visit with the wrong outcome, tell your manager: the visit stays as you recorded it, but they can correct the lead’s stage from the console, which is the part that matters for everyone else.

1. Tap what actually happened, not what you hope happens

   A homeowner who said “maybe, come back” is a Follow Up, not an Interested. The stage is a promise to whoever knocks next.

2. Use No Answer for a real knock with nobody home

   Not Skip. Skip on the route means I didn’t try. No Answer means I tried. Only one of them is a visit.

3. Set the date when it asks

   A Follow Up with no date is a note to nobody. The app won’t let you complete one without a time, and that’s on purpose.