Oak Ave install
$4,200
Jordan Hale
Won · pending review
Maya Chen · close Oct 18 · 6d in stage
door to door appointment setting
Treat door to door appointment setting as the outcome
Door to door appointment setting is the sit the rep picks on the visit. Knockdesk is field sales software for that outcome. Turn on Requires Follow-up if they must book a time. Turn on Show on Deal Board if that sit should be a column. This how-to sits on the guides hub.
Book a Walkthrough- 1On the visit, the rep picks the sit as the outcome. Appointment Set is that outcome. The sit is not a calendar only they can open.
- 2Open Settings, then Pipeline. Turn on Requires Follow-up when they must book a time before they leave. Appointment Set does not require it until you turn that switch on.
- 3On the visit, turn on Schedule follow-up and set the follow-up date. When that switch is on, the date is required, and the desk creates a follow-up task for that rep.
- 4Turn on Show on Deal Board when the outcome should be a column. The setting displays it as a column on the deals pipeline board. Appointment Set already shows there unless you turn it off.
- 5Leave Not Home and No Answer off that switch. A closed door is not a sit, and it should not demand a booked time.
The misses
Mistakes that hide the sit from the turf
A sit the manager cannot open is a story. The outcome on the pin is the appointment.
A text that never becomes an outcome
Booking the time in a personal thread and skipping Appointment Set means the turf never shows the sit.
Requires Follow-up on every door
Use Requires Follow-up when they must book it. Do not force a date on Not Home.
A column you meant to hide
Show on Deal Board is the column. Turn it on when the sit belongs on the board. Turn it off when that outcome should stay off the board.
The deal
The column is the sit you chose to show
The deal card is that sit once Show on Deal Board is on for the outcome. The rep still picked it on the visit. You import a file and export a file. There is no live sync.
Deal
Sample
Related
Keep going from this sit
- The return on the same visit
Requires Follow-up and the date, when the sit has to be booked.
- When the sit stays on the turf
Worth it when the knock, the sit, and the close stay together.
- The turf the sit came from
The pin is on turf cut from the territory.
- Back to the guides hub
The index this how-to opens from.
- Full desk pricing
Full desk is on the pricing page. A free trial is not open.
FAQ
Frequently asked questions
What is door to door appointment setting on the knock?
Door to door appointment setting is the sit the rep picks as the outcome on the visit. Appointment Set is that outcome. Knockdesk is field sales software for keeping it on the pin.
When do I turn on Requires Follow-up?
Turn on Requires Follow-up if they must book a time before they leave. Then set the follow-up date on the visit. Appointment Set does not require that date until you turn the switch on.
When does the sit become a column?
Turn on Show on Deal Board. That displays the outcome as a column on the deals pipeline board. Leave it on when the sit should appear. Turn it off when it should stay off the board.
Should Not Home book a time?
No. Not Home and No Answer are closed doors. Do not turn Requires Follow-up on for those outcomes.
Does the sit sync into another calendar?
No. There is no live sync. The sit is the outcome on the pin, and the follow-up task is on that knock. You import a file and export a file.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The sit
Bring the appointment that still lives in a text.
We will make the sit an outcome, and a column if it should be one. Book a walkthrough. A free trial is not open.
Book a Walkthrough