Edit a Canvassing Campaign
Mobile App
1. Along the bottom bar, select Maps tab, indicated with a "location icon"
2. Tap any Location in the area you have a campaign
3. Select Campaign tab
4. Tap the Canvassing Campaign to edit
5. Tap Edit Details
6. Update information and click Save
Desktop App
1. Along the left-hand bar, select Maps tab, indicated with a "location icon"
2. Click any Location in the area you have a campaign
3. Select Campaign tab
4. Select the Canvassing Campaign to edit
5. Click Edit Details
6. Update information and click Confirm
Related Articles
Delete a Canvassing Campaign
Mobile App Along the bottom bar, select Maps tab, indicated with a "location icon" Tap any Location in the area you have a Campaign Select Campaign tab Tap the Canvassing Campaign to delete Tap Delete to the left of "Edit Details" Tap Confirm ...
Create a Canvassing Campaign
Mobile App Along the bottom bar, select Maps tab, indicated with a "location icon" Tap any Location in the area you want to create a Canvass Along the bottom bar, select Campaigns Tap Create New Campaign Pick at least three Points to create a ...
Edit Current Opportunity Details
Edit a current opportunity's details when you need to update the current job or claim.There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). An asset's ...
Edit API Key
Browser App Along the left-hand bar, select Personal Settings, indicated by the "gear" icon Select API Keys Click Edit to the right of the API Key "title" Edit API Key Click Save
Edit Your Company's Status List
Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Select the Stage with the corresponding Status Tap the Status Edit details and tap Save Browser App Along the left-hand bar, ...