Manually Entering Guest Cards

Although Knock captures and creates guest cards for most of your incoming communication, every once in a while, you will need to manually enter a guest card.  This could be due to a walk-in tour who doesn't have a prospect card, someone calling your office line directly, or emailing your site email.  But don't worry!  Manually creating a guest card is easy!


When you need to create a guest card, simply go to the Prospect tab on the top right of the screen.  This will work for manually entering leads created by calls, emails, or walk-ins. 



Then fill out the guest card's key information.  Under first contact, you will use however the prospect reached out to you (call, chat, email, SMS, walk-in).


While you fill this out, Knock will check for duplicates.  If any guest card has the same phone number or email address you included, Knock will alert you and ask you to view that lead or change the phone number. 



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