How To Use Knock Mobile

With Knock Mobile, you now can use your favorite Knock features on the go! Communicate and execute events with prospects with the tap of your finger - no need to be tied to your computer!  You can also use the iOS app with your multi-site user ID!


Downloading & Logging In:

The first step is downloading the app. This can be found in the iOS store, either on your iPhone or iPad by searching for “Knock CRM”. Once downloaded, simply enter your Knock login credentials, and voila! You’re in.  For a multi-site user, simply go to the person icon on the top left of the screen and choose which site you want to be on. 



Inbox & Engagement Score:

When you first log in, you will see your ToDo dashboard and all the leads due for some form of follow-up today.   The leads are divided into the same categories as the desktop version!  You can also monitor your engagement score directly from the app, found in the top header of the home page.  Drill in further by clicking the Engagement score bar. 



With Knock Mobile, you can perform live edits on prospect cards and send messages, even when not at your desk.  - Even better - all communications and actions will be backed up by our Knock Cloud to ensure that all actions are seamlessly transitioned from mobile to desktop. Those messages will be accompanied by a notification badge, just like in web application 💻  


Adding & Looking Up Prospects

Easily search for existing prospects and add new cards quickly - either by using the “eyeglass” button or the “plus” button found in the app. 



You can also drill down on specific filters to find prospects based on the parameters you choose! 




Prospect Information & Follow Ups

Each card is fully detailed with the prospect information you have entered, with the option to update or change those pieces at any time. Likewise, with their contact information in place, you can follow up just as you would from your browser! Use the call feature, which will still dial your office line, or send a quick text/email! 📫 You can even add attachments and documents directly from your device - including Knock Quotes!


View previous activity and past events, with the ability to add new events as they occur! Monitor your current availability and view property details on the fly - no need to wait to follow up with an email. 


Knock Mobile Calendar

Finally, you can view your calendar to check for upcoming events, adjust busy times, and review future follow-ups scheduled for the day 📆 . With Knock Mobile, you can always stay ‘up to date’.



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