knockdesk help center
Knockdesk help center for the task in front of you
The knockdesk help center is the task list for how to use knockdesk on the desk you already opened. Knockdesk is field sales software for the territory, the knock, and the payout. Knockdesk support on these pages is the article, then a walkthrough. Full desk is on the pricing page.
Book a Walkthrough- 1Open the article for the job: territory, knock, route, recording, contest, or pay.
- 2Follow the steps from the product, not a renamed menu.
- 3If the control is not in the product, the article says so.
- 4Book a walkthrough when the task needs a live desk.
Territory
Draw the area, then cut turf
The first job is a boundary a rep can hold. These articles cover the territory, the lasso, the lead list, and the pins you must not knock.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
- How to draw a territory
Polygon, circle, rectangle, or a zip, county, or state.
- How to cut turf with the lasso
The lasso has to stay inside the territory.
- How to import a lead list
A CSV of pins, not a live sync.
- How do-not-contact pins work
Pins that stay out of the knock list.
- How the prospecting policy works
The rules on the territory before a rep starts.
The knock
Log the visit, then hear it again
A knock that lives in a text thread is not a visit. These articles cover the log, unverified visits, the route, recording, and consent.
- How to log a knock
The visit on the address, including offline.
- Why a visit is marked unverified
Outside the knock radius, the visit still saves.
- How to build a route
Stops left on turf a rep holds.
- How to record a conversation
Start the file after consent.
- How recording consent works
The prompt before the recording starts.
- How offline mode works
The knock still saves when the signal drops.
- How the GPS clock works
Where the clock reads the rep.
- How to configure outcomes
The stage after the door.
Coach and compete
Score the script, then run the week
Coaching and contests sit on the same Full desk seat. These articles cover the score, the inbox, the contest, brackets, and a TV leaderboard.
- How a script is scored
After the door, not during the talk.
- How to use the coaching inbox
The talks waiting for a one-on-one.
- How to create a contest
A contest for the crew already on the map.
- How seeded brackets work
The bracket when the field is not even.
- How to put a leaderboard on a TV
The board the room can see.
Pay and team
Pay the deal, then invite the next rep
Commission and access stay on this desk. These articles cover rates, vendor files, disputes, invites, onboarding, roles, and a report export.
- How commission rates are applied
The rate on the deal.
- How to match commissions to a vendor file
The file against the deals on the desk.
- How disputes and reversals work
When the payout does not match the file.
- How to invite a rep
The seat before they knock.
- How the onboarding gate works
What a new rep has to finish.
- What reps, managers, and owners can do
The three roles on the desk.
- How to export a report
A file out. Not a live sync.
Related
Keep going from here
- Sales territory mapping
The feature page after you draw the first territory.
- Knockdesk pricing
Full desk is on the pricing page.
- Field sales resources
The RFP, the quiz, and the calculator.
- Field sales guides
How to choose, and what ended on Salesforce Maps Live Tracking Mobile.
FAQ
Frequently asked questions
What is the knockdesk help center?
The knockdesk help center is the task list for drawing a territory, logging a knock, recording a conversation, running a contest, and paying a commission. Knockdesk is field sales software.
Where do I learn how to use knockdesk?
Open the article for the job on this page. How to use knockdesk stays in these steps, not in a renamed menu.
How do I get knockdesk support?
Knockdesk support on this site is the article, then a walkthrough. A free trial is not open.
How much does Knockdesk cost?
Full desk is on the pricing page. There are no other Knockdesk tiers.
Does help cover integrations?
No. Knockdesk has no third-party integrations. Import and export stay import and export.
Is there a free trial?
No. A free trial is not open. Book a walkthrough and bring the task you want walked.
Book the desk
Bring the task the article could not finish.
We will open that screen on the walkthrough and price Full desk. A free trial is not open.
Book a Walkthrough