what is self gen in sales
The account the rep found
What is self gen in sales is an account the rep found, not a name the office handed them. Knockdesk is field sales software that treats that find as field prospecting on a knock: Full, Semi, or Unrestricted.
Book a Walkthrough| Piece | What you name |
|---|---|
| Definition | The rep found the account in the field. It was not sitting on their assigned list first. |
| Full | Full lockdown. They can only start a knock or log a visit on pins already assigned to them. |
| Semi | Semi lockdown. Unassigned places are allowed only inside a territory that turns field prospecting on. |
| Unrestricted | They can start a knock or log a visit anywhere. |
| Not self-gen | A pin the desk already assigned. Working that list is coverage, not a find. |
The find
A self-gen door that never becomes a knock is a rumor
You feel it when the rep swears they found four businesses and Friday has no pins. What is self gen in sales is the find plus the knock. Under Full, those four unassigned doors stay blocked. Under Semi, they save only if that territory allows field prospecting. Under Unrestricted, they can land anywhere. The account still needs an outcome on the pin.
Found
The rep walked up to a place that was not on their assigned pack. That is the self-gen.
Allowed
Full, Semi, or Unrestricted decides whether that knock can start. Ask which mode the org is on.
Logged
Start Knock or Log visit writes the pin. A photo in a thread is not a self-gen account.
Twelve accounts
Eight assigned, four found, a split you can recompute
Maya works 12 accounts. 8 were already assigned on North ridge. 4 she found. Self-gen share is 4 / 12, about 33 percent. If the org is on Full, those 4 cannot start unless someone assigns the pins. If the org is on Semi and the territory allows field prospecting, the 4 can become knocks. Unrestricted lets all 4 start. The 8 assigned doors are not self-gen.
| Kind | Count | Under Full / Semi / Unrestricted |
|---|---|---|
| Assigned pins | 8 | Allowed in all three modes |
| Found, self-gen | 4 | Blocked on Full. Allowed on Semi only in a territory that permits it. Allowed on Unrestricted. |
| Self-gen share | 4 / 12 | About 33 percent of that week |
On the desk
How Knockdesk tracks it
Knockdesk logs the knock on the pin the rep starts. Field prospecting is Full, Semi, or Unrestricted. Full lockdown stays on assigned pins. Semi lockdown allows unassigned places only inside a territory that turns field prospecting on. Unrestricted allows the knock anywhere. The self-gen account is the one the rep found. Full desk is on the pricing page.
Knock log
Sample
- M418 Oak Ave2:14 PMMaya Chen · North turfAppointment
- J22 Harbor Rd2:41 PMJordan Hale · North turfNot home
Related
Keep going from the find
- Field sales glossary
The hub this term opens from.
- Canvass
The knock on assigned turf, and the find when the mode allows it.
- Closer
A self-gen closer sets and sits their own doors.
- Setter
The set still has to land on the pin, even when the rep found the account.
FAQ
Frequently asked questions
What is self gen in sales?
Self gen is an account the rep found. It was not sitting on their assigned list first. The knock still has to land on a pin.
What are Full, Semi, and Unrestricted?
They are the field prospecting modes. Full lockdown is assigned pins only. Semi lockdown allows unassigned places in a territory that turns it on. Unrestricted allows a knock anywhere.
How do you recompute the example?
12 accounts, 8 assigned, 4 found. Self-gen share is 4 / 12, about 33 percent. On Full, the 4 cannot start until they are assigned.
Is working assigned turf self-gen?
No. Assigned pins are coverage. Self-gen is the find.
Can a self-gen closer sit their own door?
Yes. They found it, set it, and sat it. Both outcomes still belong on one pin.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The find
Bring the door the rep found that never became a pin.
We will name Full, Semi, or Unrestricted and price Full desk. A free trial is not open.
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