field sales lead management

Open the lead from the visit.

Knockdesk is field sales software for teams that sell in person. Field sales lead management here is a lead that opens from the visit when the outcome has Creates Lead on, one lead per pin and vendor, and a bought-list import that is a file, not a live sync. A name typed into a sheet is not that lead.

Book a Walkthrough

Sample Outcome Stages to deal columns. Not a customer board. Your switches can differ.
Stage	Creates Lead	Show on Deal Board
Contact - Interested	Opens a lead when the switch is on	Optional column
Contact - Call Back	Optional	Optional column
Appointment Set	Optional	Adds a deal column when the switch is on
Sold	Optional	Won column when the switch is on
Not Home	No	No. Coverage on the pin, not a lead

The household

What a lead tracking app for sales reps has to hold

A lead tracking app for sales reps fails the week the household never sits on the pin. Door to door lead tracking in Knockdesk follows the visit. The deal card on this page is a sample. It is not a customer job.

Deal

Sample

Oak Ave install

$4,200

Jordan Hale

Won · pending review

Maya Chen · close Oct 18 · 6d in stage

The visit

How a sales lead tracking app opens from the knock

A sales lead tracking app here is the outcome the rep already logged. Lead management for outside sales stays on that same pin and vendor. Complete visit is where the lead starts.

1On Outcome Stages, turn on Creates Lead for the results that should open a household. Turn on Show on Deal Board for stages that should appear as deal columns.
2The rep completes the visit and picks that stage. If the pin has more than one vendor, they pick who they knocked for.
3Knockdesk keeps one lead per pin and vendor. The lead sits on that address, not in a side list.
4A bought list uses Import leads. Territory and vendor are required. Upload CSV or Excel, map columns, geocode, then download a failures CSV for rows that did not land.
5Import leads is a file. It is not a live sync.

The product

Settings in the product

These are the switches and the import wizard in the product. The pipeline table above is a sample of how stages can read. Your labels can differ.

These settings come from the product.
Setting	In the product
Creates Lead	On an outcome stage. Completing a knock with that stage opens a lead when contact fields are present.
Show on Deal Board	Adds the stage as a deal column. Win probability is available when that switch is on.
One lead per pin and vendor	The household is the pin plus the vendor the rep knocked for. A second vendor on the same pin can hold its own lead.
Import leads	Territory and vendor required. Lead source and Assign to are optional.
File types	CSV, XLSX, or XLS. Map a name, at least one of email, phone, or address, and a location.
Location on import	Street, city, state, and postal code, or both latitude and longitude.
Geocode	Fills missing coordinates from addresses, and missing address fields from coordinates.
Failures CSV	Download rows that did not import. Duplicate email or phone on the same pin for that vendor can be skipped.

Two seats

What the admin sets and what the rep opens

Admins set the stages. Reps open the lead at the door. Managers read the board those stages already named.

Admin
Outcome Stages, Creates Lead, Show on Deal Board, and Import leads. The territory has to exist before a bought list can land.
Rep
Complete visit, pick the vendor if needed, pick the stage. The lead opens when that stage creates one.

The sheet

Versus a spreadsheet

A sheet can hold a bought list. It does not open a lead from Creates Lead, keep one lead per pin and vendor, or hand back a failures CSV. The table is an example, not a customer import.

Example only. These rows illustrate the product. They are not a customer result.
What you watch	On a sheet	What Knockdesk does
Interested door	A highlight	Creates Lead opens a lead on the pin
Same house, two vendors	Two rows that drift	One lead per pin and vendor
Bought list	Paste into a tab	Import leads with territory and vendor required
Bad row	Silent skip	Download a failures CSV
Another system	Hoped-for sync	File import only. Not a live sync

All Knockdesk features
The lead desk sits on the same list as territory, knocks, and tracking.
See Full desk pricing
Full desk is on the pricing page.
Track the crew that opened the lead
The shift that logged the visit is the crew map on sales rep tracking.
Read the visit that created it
The activity log is the outcome before Creates Lead opens the household.
Log the door first
The lead starts when that knock's outcome creates one.
Draw the territory the import needs
Import leads asks for a territory before the file can land.
How to import a lead list
CSV or Excel, map columns, geocode, then download failures. Not a live sync.
Turn on Creates Lead
The stage the rep picks is the rule that opens the household.

FAQ

Frequently asked questions

What is field sales lead management in Knockdesk?

A lead that opens from the visit when the outcome has Creates Lead on, one lead per pin and vendor, and a bought-list import that is a file upload.

How does door to door lead tracking start?

The rep completes the visit and picks a stage with Creates Lead. If the pin has more than one vendor, they pick the vendor. The lead sits on that pin.

Is this a sales lead tracking app or a live sync?

It is a sales lead tracking app on the pin. Bought lists use Import leads. There is no live sync from another system.

What does lead management for outside sales need on import?

A territory and a vendor, then a CSV or Excel file. Map a name, a contact method, and a location. Download a failures CSV for rows that did not land.

What does Show on Deal Board do?

It adds that outcome stage as a column on the deals board. Win probability is available when that switch is on.

Can two vendors share one lead on the same pin?

No. Knockdesk keeps one lead per pin and vendor. A second vendor on that pin can hold its own lead.

Which plan includes field sales lead management?

Full desk is the only Knockdesk plan. It is Full desk. A free trial is not open.