This guide covers how to assign canvassing areas to reps, track their activity, view dispositions, generate reports, and foster team competition with the leaderboard.
📍 Step 1: Assigning Areas to Reps
Navigate to the Map
Open the app and tap the Map icon on the bottom navigation bar.
Ensure you’re in Areas Mode.
Create a New Area
Tap the “Add Area” button.
Tap points on the map to draw the boundary of the area.
When complete, tap Save.
Fill out:
Area Name (rep name, neighborhood, etc.)
Office (if multiple offices are set up)
Color (optional)
Tap Save Area.
Assign the Area
After saving, tap on the new area.
Choose a rep from the list under “Assign to Rep”.
Tap the checkmark to confirm assignment.
📲 Step 2: How Reps Access Their Areas
Reps can tap the Areas icon to view areas assigned to them.
Tapping an area zooms directly to it on the map.
Reps can tap the car icon to launch navigation to the area using their device’s maps app.
🛎️ Step 3: Tracking Knocks & Dispositions
For Managers:
Return to the Home screen and ensure Manager Mode is enabled (toggle at the top).
Tap on Knocks.
Review Rep Activity:
Tap the Calendar dropdown to filter by date.
Tap a rep’s name to view all their activity for the selected day.
Key Visuals:
Red Lines between houses = rep was NOT near the home (e.g., data entered from desktop).
Green Lines = rep was near the home (verified knock).
Tap the Time Slider to view the timestamp of each knock.
🏆 Step 4: Use the Leaderboard to Motivate Your Team
Tap the Trophy icon on the main navigation.
View:
Your own stats under “My Stats”
Full team stats under “Leaderboard”
Use the date filter in the top-left to adjust time range.
Track Key Metrics:
Knocks
Sales box appointments
Signed deals
Installs (if CRM is connected)
🔄 This visibility fosters friendly competition and accountability among reps.
📊 Step 5: Analyze Rep Performance with Reports
Open the Hamburger Menu (☰) in the top corner.
Tap Reports.
Select Disposition Breakdown Report.
Use This Report To:
View how each rep is categorizing their interactions.
Identify coaching opportunities.
Ensure reps are using proper disposition types in the field.
📞 Need Help?
Have questions or feature suggestions?
📧 Email: [email protected]
💬 Use the in-app chat on the NomoHub website
📱 Call us at our support line.