How do I record door knocks with Canvass?
Drop a pin at a house, pick what happened, and the door keeps its history for your whole team.
Switch the map to Canvass, tap Add Pin at the house, pick a response, and tap Confirm. Coastline records the knock on that door, and the door keeps every knock your team makes there.
Recording a knock. Add Pin drops a pin at your location. If it landed next door, drag it onto the right house. The sheet shows the property record for that spot: owner, mailing address, values, and year built. Pick a Response, then Confirm.
Before you knock. If someone on your team has already been to that door, a Previous knocks card shows who was there last and when. Open it to see every knock and what they got.
The door panel. Confirming opens the door's panel, the same one a yellow door pin opens. It holds the door's visits, the property record, and notes. Door notes work like notes anywhere else in Coastline, @mentions included.
Turning a door into a deal. A knock never creates an opportunity by itself. When a homeowner is interested, tap Create opportunity on the door panel. The door's notes move to the new opportunity, and one door can become more than one opportunity over time.
No signal. Keep knocking. Knocks are saved on your device, sync when you are back online, and keep the time you knocked.
Your response list. Workspace admins edit the responses under Settings > Workspace > Map.
Who can canvass. Recording knocks needs the Record canvass visits permission. If you can't see door pins or confirm a knock, ask a workspace admin.
To work the doors as a table, see How do I see every door my team has knocked?
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