Accessing My Contacts
From the Home tab, scroll down to the Toolbox section
Tap "My Contacts"
Note: My Contacts is only available when your company is not using Workflows.
What Each Contact Shows
Each contact in the list displays:
Disposition - The outcome you set (e.g., Not Home, Lead, Not Interested)
Address - The property address
Your name and avatar - Who made the contact
Date and time - When the contact was made
Pitch badge - A blue "Pitch" chip appears if the contact was marked as a pitch
Filtering Your Contacts
Use the toolbar at the top to filter your contact list:
Contact Type
All contacts - Shows all your contacts
Pitch only - Shows only contacts marked as pitches
Disposition
Filter by specific dispositions to see only certain outcomes (e.g., only Leads, only Not Home).
Date Range
Filter contacts by time period to see contacts from a specific date range.
Sorting
Sort your contacts by:
Latest first - Most recent contacts at the top (default)
Oldest first - Oldest contacts at the top
Navigating to a Contact
Tap any contact in the list to navigate directly to that location on the Canvass map. The app will switch to the Canvass tab and center on that property.