Skip to main content

Canvass - Manager Mode / Areas

K
Written by Kyler Terry
Updated over a year ago

Manager Mode

Areas

This section we will talk about how to create and assign reps to sections of neighborhoods to knock.

Starting in the canvassing map, change the mode to areas mode. *note this will only be visible to managers.

Then selecting the 'Add Area' button.

Next: Tap on the map to draw the area, after your 3rd tap you will see the area lines pop up.

If you need to adjust the corner/pin you just tap and hold. that will pop up a yellow bubble. Place directly where you want it to move to.

Then click save.

When you click save it will pop up for you to give the area a name.

Name and also assign a specific office.

You can also adjust the color of the are. This can be helpful for reps with multiple areas.

Now that the are is create you can assign to a rep in that specific office that you selected.

The check mark will save.

Note* if you don't see the rep you are trying to assign. Check that you assigned it to the right office or check that the rep is assigned to the right office.

Manage Rep

In this section we will cover:

Route Tracking

Starting on the home page click on the Team icon

Click 'Show Route'

You will see a few things here.

Knocking

Time

Calendar

Knocking

Red line between houses means they were more than 500ft from the house.

Green line means they were within the boundary of the address.

Essentially means they were at the house when they disposition it. This can show you if reps are just couch surfing or if they are actually out knocking.

This function allows us to keep the reps privacy. We do not track the show the reps location at all times. only if they are by the house or not.

Time

This also helps highlight the time between dispositions.

Calendar

You can click on individual dates to check in with rep on specific days.

Leaderboard & Performance

Here you will find personal and team knocking stats! Perfect for creating competitions!

Did this answer your question?