Accessing My Accounts
From the Home tab, scroll down to the Toolbox section
Tap "My Accounts"
Understanding the Account List
Each account displays:
Account Name
The customer or resident name. If unavailable, shows the address.
Address
Property street address and city/state.
Last Updated Date
When the account was last modified (e.g., "Updated Jan 15, 2025").
Status Icon
Colored icon showing current pipeline stage or most recent activity:
Account stage icon with custom color
Disposition icon if last activity was a door knock
Workflow stage icon if using Workflows
Filtering Options
Search
Search accounts by customer name or address.
Account Stage
Filter by pipeline stages:
Tap "All stages" to open filter
Select one or more stages
Only matching accounts appear
Date Range
Filter by creation or update date:
Tap "All time" to open filter
Select preset or custom date range
Sorting Options
Sort By
Last update - By most recent activity
Account Stage - By pipeline stage order
Sort Direction
Descending - Newest/highest first
Ascending - Oldest/lowest first
Navigating to an Account
Tap any account to:
Close My Accounts screen
Switch to Canvass tab
Navigate to that location on the map
Open property details
Refreshing
Tap refresh button or pull down to reload latest data.