Virtual canvassing · Sales managers
Give your reps a virtual prospecting routine.
Turn an open-ended prospecting session into a clear sequence: choose an area, research a home, connect, and record the next step.
Make the starting point concrete.
Give reps a visual way to explore the neighborhoods your business serves. A home on the map is a specific place to begin their research.
Make follow-up part of the routine.
Encourage reps to save what happened before moving to the next home. Notes and conversation outcomes give the next attempt useful context.
Choose the right account access.
Use account roles to control who can manage members, work prospects or view saved information. Compare the seats and credits your team needs before choosing a plan.