Control | What it does |
Status: all | Filters members by work status. |
Nearest to me | Sorts members by distance from where you are. Your browser asks for location permission. Accounts without a map position sort last. |
Drag handles | Reorder the list into your route. |
Status chip | Tap it to change a member's work status. |
⋯ menu | Open record, Assign to user (Owners and Admins only) or Remove from list. Removing keeps the record and its history. |
Status | Counts as worked? |
Not contacted | No |
Attempted (called or messaged, no answer) | No |
Connected (reached someone) | No |
Appointment set | Yes |
Not interested | Yes |
Do not contact | Yes |
1. Select Start working. You'll see one member at a time and "[N] of [N] remaining".
2. Use Call or Directions to reach the business.
3. Select Log call or Log visit and record the outcome. Saving moves you to the next member.
4. Use Skip or Next to move on without logging anything.
5. Select the X to leave work mode.
Outcome you log | List status becomes |
No answer, Left a message | Attempted |
Spoke with gatekeeper, Spoke with decision maker | Connected |
Appointment set | Appointment set |
Not interested | Not interested |
• Skip and Next don't mark anyone as worked.
• When you reach the end, you'll see List complete only if every member has been worked. Otherwise you'll see how many you skipped and can go back to the list.