how the prospecting policy works
Set who can knock a place that was never assigned
How the prospecting policy works is Field prospecting on the desk, not a separate policy menu. Knockdesk is field sales software. On System Settings, pick Full lockdown, Semi lockdown, or Unrestricted. In Semi lockdown, each territory has Allow field prospecting. That switch is ignored in Full lockdown and Unrestricted.
Book a Walkthrough- 1Open System Settings. Field prospecting is the card that controls unassigned places.
- 2Choose Full lockdown if reps can start a knock or log a visit only on pins assigned to them.
- 3Choose Semi lockdown if unassigned places are allowed only inside territories that have Allow field prospecting turned on.
- 4Choose Unrestricted if reps can start a knock or log a visit anywhere.
- 5Open a territory when the org is on Semi lockdown. Use Allow field prospecting to permit or block unassigned places inside that boundary.
- 6Have a rep try Start Knock or Log visit on an unassigned place. If the rule blocks it, the desk says field prospecting is not allowed at that location, or that no pin is assigned there.
The rule
The territory switch only matters in Semi lockdown
Field prospecting lockdown is the org default. Full lockdown keeps the rep on assigned pins. Unrestricted opens every place. Semi lockdown is the only mode that reads Allow field prospecting on the territory. A crew that knocks unassigned porches in Full lockdown will hit that block at the door, not in a weekly memo.
| Mode | What a rep can do |
|---|---|
| Full lockdown | Start a knock or log a visit only on pins assigned to them |
| Semi lockdown | Unassigned places only inside territories that allow field prospecting |
| Unrestricted | Start a knock or log a visit anywhere |
Related
After the rule is set
- Knockdesk help center
The territory and the knock that follow the rule.
- Knockdesk pricing
The desk that holds Field prospecting with the map.
- Sales territory mapping
The territory that carries Allow field prospecting.
- How to draw a territory
Save the boundary before Semi lockdown can use the switch.
FAQ
Frequently asked questions
How does the prospecting policy work?
Field prospecting on System Settings sets Full lockdown, Semi lockdown, or Unrestricted. There is no separate policy menu.
What is field prospecting lockdown?
Full lockdown limits Start Knock and Log visit to pins assigned to the rep. That is the tightest mode.
When does Allow field prospecting apply?
Only in Semi lockdown. The territory switch is ignored in Full lockdown and Unrestricted.
What does a rep see when prospecting is blocked?
The desk says field prospecting is not allowed at this location, or that no pin is assigned here.
Who can change Field prospecting?
Admins set the org mode on System Settings. People who can manage a territory can flip Allow field prospecting on that territory.
The rule
Bring the unassigned porch that got knocked.
We will set Field prospecting on the walkthrough and flip Allow field prospecting only where Semi lockdown should open it.
Book a Walkthrough