Navigate to a Property
From the Canvass map, tap on the property pin where you want to create a lead.
The Property Details sheet will open at the bottom of the screen.
Select a Disposition
In the Property Details sheet, select a disposition that is configured to create an account (e.g., a pitch or lead disposition).
The disposition determines the account status for the new lead and which fields are required.
Choose a Primary Resident
If the property already has residents on file, you will see a list of existing residents.
Select the correct homeowner from the list to use as the primary resident for the lead.
Add a New Resident (If Needed)
If the correct homeowner is not listed, tap "Add Resident" and fill in the following fields:
First Name (required based on disposition)
Last Name (required based on disposition)
Phone — formatted as (###) ###-#### (required based on disposition)
Secondary Phone (optional)
Email Address (required based on company settings and disposition)
Business Name (optional)
Which fields are required depends on the selected disposition's account status requirements and your company's configuration.
Add a Note (Optional)
You can add an optional note to include any additional context or details about the lead.
Create the Lead
Tap "Create" in the top-right corner.
The lead/resident account is created and the app returns to the property view on the Canvass map.
What Happens After Creation
The property pin on the Canvass map updates to reflect the new disposition status, color, and icon.
The lead appears in the property's contact history.
If your company uses an external CRM (such as Salesforce or JobNimbus), the lead is automatically queued for sync.
If the disposition is configured to schedule an appointment, the appointment scheduling flow will open automatically.