sales manager training
Sales manager training for the Friday that does not match the turf
Sales manager training on this page is six lessons on the same URL: the territory you cut, the shift, the six Coach steps, contests, the visit, and the saved rate. Knockdesk is field sales software. Field sales manager training here is how you read the day the crew already logged, without a second recount in a chat. A free trial of the desk is not open.
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Territory the manager cutsDraw the territory, cut turf for the teams you lead, and set prospecting.
2
Clocked In and KnockingRead the shift, Auto-Clock, and an unverified knock that was not at the door.
3
The six Coach stepsPublish a pasted script so the score sits beside the logged outcome.
4
Contests and kudosNine formats run on knocks already logged, and kudos is a separate public shout.
5
The visit you can openRead Not Home, Do Not Contact, and a lead that opens only from the stage.
6
The rate you do not inventAn admin sets the rate, you read the ledger, and a missing rate stays empty.
Map
Territory the manager cuts
You draw the territory, then you cut turf. An admin sees every territory. A sales manager sees territories on the teams they lead. Draw a polygon, a circle, a rectangle, or a zip, county, or state. Cut turf inside it by lasso, by a CSV of pins, or from pins already on the map. The lasso stays inside the territory and does not overlap turf already cut. Assign the turf to a team or one rep.
Field prospecting is Full, Semi, or Unrestricted. Full keeps the rep on pins assigned to them. Semi lets them knock an unassigned place only inside a territory that allows field prospecting. Unrestricted lets them create a pin where they stand. A rep does not draw the territory. Onboarding does not block a knock. A Friday recount from memory is not the turf the rep held.
Territory, then turf
Draw the shape first. Cut the pack inside it. A lasso that leaves the territory or overlaps another pack does not belong.
Who can see it
An admin sees every territory. You see the territories on the teams you lead.
Full, Semi, Unrestricted
Full stays on assigned pins. Semi allows an unassigned place only where field prospecting is on. Unrestricted can create a pin where the rep stands.
Onboarding is not a lock
Onboarding does not block a knock. A contest can still require finished onboarding before someone joins.
Shift
Clocked In and Knocking
The GPS clock uses Active with location required. Auto-Clock can move a rep to Clocked In when a route starts or when a knock starts. Clocked In is not Knocking. Starting a route sets On Route. At the door the state can be At Door, then Knocking. The desk does not draw a breadcrumb trail of the walk.
A knock that is not at the door stays unverified, and the visit still saves. Alerts open for a late clock-in at 15 minutes past the scheduled start, a no-show at 2 hours with no clock-in, extended inactivity, and an unverified streak. Do not treat the dot as the outcome.
- 1Turn Active on with location required, or the clock-in does not verify the knock.
- 2Let Auto-Clock start the shift on a route or a knock when those settings are on.
- 3Read Clocked In, On Route, At Door, and Knocking as different states.
- 4Keep an unverified badge when the knock was not at the door. The visit still saves.
- 5Open a late clock-in at 15 minutes past start, and a no-show at 2 hours with no clock-in.
- 6Do not ask the map for a breadcrumb of the walk. The visit is the outcome on the pin.
Coach
The six Coach steps
Name the script, pick teams or leave All teams, and publish at least one named step. The six steps are opening, rapport, discovery, presentation, objections, and close. You paste them. The product does not import this lesson. A draft does not score talks.
After a recording, each step is used, missed, not applicable, or could not check. That mark does not replace the logged outcome. If the close is missed and the rep logged a no, the pin keeps the no.
- 1Paste opening, rapport, discovery, presentation, objections, and close.
- 2Name the script and choose teams, or leave All teams.
- 3Publish at least one named step. A draft does not score.
- 4Read used, missed, not applicable, or could not check after the file.
- 5Leave the logged outcome in place when the score disagrees.
- 6Do not load this academy page into Coach.
Script steps
Sample
1. Opener
7 of 9 talks
2. Clarify the objection
3 of 9 talks
3. Ask for the appointment
5 of 9 talks
Compete
Contests and kudos
Contests run on knocks that already happened. Save as draft, then Activate and Make it live. Eligibility can require finished onboarding. That is a join rule, not a knock block. Territory War is admin only. The other eight sit on the admin desk and the sales manager desk. Head to head stays invite only.
Kudos is a teammate making a good door public. You cannot kudos yourself. Kudos is not the contest score. Achievement race is scored on badges. Bracket is single-elimination at 4, 8, 16, or 32.
| Format | Who opens it | Join note |
|---|---|---|
| Sprint | Admin or sales manager | Runs on knocks already logged. |
| Marathon | Admin or sales manager | Runs on knocks already logged. |
| Head to head | Admin or sales manager | Invite only. |
| Team battle | Admin or sales manager | A join rule can require finished onboarding. |
| Custom Team Challenge | Admin or sales manager | Onboarding can be required to join. It does not block a knock. |
| Territory War | Admin only | A sales manager does not open this format. |
| Survivor | Admin or sales manager | Runs on knocks already logged. |
| Achievement race | Admin or sales manager | Scored on badges. |
| Bracket | Admin or sales manager | Single-elimination at 4, 8, 16, or 32. |
Pin
The visit you can open
Managers read visits on the web. The rep logs Start Knock or Log visit on the phone, including Not Home, and the phone sends the outcome when the signal returns. Not Home counts toward coverage. Do Not Contact stays off the knock list and does not count toward coverage.
An outcome stage with Creates Lead on opens one lead per pin and vendor. Show on Deal Board adds that stage as a column. Not Home does not create a lead. Import and export stay import and export. A bought list needs territory and vendor, as CSV, XLSX, or XLS. There is no live sync.
Not Home is coverage
Not Home still saves and still counts. A blank pin is not a clean miss.
Do Not Contact is off the list
It stays off the knock list and off coverage. Do not send the next loop back there.
Unverified still saved
A knock that is not at the door keeps the unverified badge. Do not delete it to tidy the day.
One lead per pin and vendor
Creates Lead opens that lead. Not Home does not. Import a bought list only as a file with territory and vendor.
Pay
The rate you do not invent
Confirmation uses the vendor rate effective at that moment, then the default organization rate if that vendor has none. If neither exists, the amount stays empty and no commission row is written. The product never invents a rate. A residual is written only if a saved rate already exists. This page does not publish a dollar amount.
An admin sets vendor rates. A sales manager can read the ledger for teams they lead. They cannot set a rate. Full desk is on the pricing page.
| What is saved | What confirmation writes | Who can set it |
|---|---|---|
| A vendor rate in that window | That vendor rate | An admin |
| No vendor rate, and an organization default | The organization default | An admin |
| Neither rate | The amount stays empty. No commission row. | Nobody should type one in |
| A residual with no saved rate | Nothing. A residual needs a saved rate. | An admin, only after a rate exists |
Points
Five questions on the manager desk
This quiz adds points from the choice you pick. It is not a certified test.
1. You are opening work for a team you lead. What do you cut?
2. The rep is Clocked In. The knock was not at the door. What is true?
3. Coach marks the close as missed. The rep logged a no. What do you keep?
4. Who can create a Territory War, and can a contest block a knock?
5. You lead the team. There is no vendor rate and no organization default. What do you do?
Type a name and print
Type a name in this browser and print the page. It stays in this browser. It is not accredited and it does not create an account.
Knockdesk academy
Your name
Completed Field sales manager training. This is a page you print. It is not an accredited certificate.
Related
Keep going from the desk
- Academy
The hub that lists this course.
- Coach
Paste the six steps and publish at least one named step.
- Compete
Nine formats on knocks that already happened.
- Canvass
Draw the territory and cut turf for the teams you lead.
- AI sales coaching
The score beside the visit, after the file exists.
- Field sales training
The rep course for the same territory, visit, and rate.
- Pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
What is sales manager training on this page?
Sales manager training is this one course page: territory, the shift, the six Coach steps, contests, the visit, and the saved rate. There are no child lesson URLs under this course.
What is field sales manager training here?
Field sales manager training is the same URL. You cut turf, read Clocked In against Knocking, publish a script, and leave a missing rate empty.
Can a contest require onboarding?
Yes. Eligibility can require finished onboarding before a rep joins. That does not block a knock. Onboarding does not block a knock.
Can a sales manager set the commission rate?
No. An admin sets the vendor rate. You can read the ledger for teams you lead. If no vendor rate and no organization default exist, the amount stays empty.
Does the map draw where the rep walked?
No. The desk does not draw a breadcrumb trail. Clocked In is not Knocking. A knock that is not at the door stays unverified.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
After the ledger
Read the shift before you rewrite the day.
We will open turf you already cut, the shift beside the visit, and a contest that can require finished onboarding. Full desk is on the pricing page. A free trial is not open.
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