Pins
Details about the Pins on the Canvass tab
By Hunter and 2 others3 authors11 articles
- How to Create a Lead (Mobile)This article provides a step-by-step guide on creating a lead within the Terros mobile app.
- How to Submit a Pitch for Evaluation (Mobile)This article explains how to submit a pitch for evaluation through the Skill tab or Canvass. It outlines the steps to upload or record a pitch and submit it to…
- Phone Numbers in Terros (Mobile)Phone numbers are not provided by Terros, but you can add them manually to resident records. Once added, you can view and use these phone numbers during your canvassing activities.
- What to Do If a Pin Moved to the Wrong Location (Mobile)If you notice that a property pin (marker) has moved to an incorrect location on the map, please contact support.
- Property Pin Shows Incorrect Distance (Mobile)If you're standing right next to a property pin on the map, but the app says the property is far away from your location, please contact support.
- Multi-Accounts (Mobile)Multi-Accounts allow you to track multiple contacts or decision-makers at the same location—perfect for businesses, apartments, or any property with multiple people to engage.
- Scheduling Appointments from Canvass (Mobile)Quick guide to scheduling appointments while canvassing in the field.
- How to Perform an Action on an Account (Mobile)Actions are how you move accounts through workflow stages. Each action records your activity, updates the account's stage, and tracks your progress.
- How to View Account Workflow History (Mobile)Workflow history shows a timeline of every action taken on an account — who performed it, when, and what stage the account moved to.
- How to Delete a Custom PinCustom Pins allow users to save frequently used locations for quick access. If a Custom Pin is no longer needed, it can be removed from the system at any time.
- How to Create and Use Tags (Mobile)This guide explains how to create and use tags in the Terros mobile app. Tags allow you to record interactions and important account information without moving the account to a…