How to Customize Lead Dispositions for Door-to-Door Sales

If half your crew logs “NI” and the other half logs “not interested” and a third writes “dead,” your manager cannot coach from the dashboard. Quotas look fine until you try to build a second-pass list. The fix is a single disposition list every rep taps at the door.

The reason reps improvise is usually that the default codes do not match the sale. A solar rep needs to separate “roof does not qualify” from “not interested” because one is permanent and the other is a follow-up next season. If the app only offers the second, that distinction dies in a notes field and never reaches a report.

In KnockRoute you edit that list yourself — no ticket to support. Here is the how-to for sales teams, plus a short section for advocacy projects that use the same Settings screen.

Where to edit

Open your project dashboard → Settings → General → Visit Statuses.

You can:

• Rename any outcome label
• Change color for map pins and charts
• Reorder so Callback and Closed sit where thumbs land first
• Add funnel-specific codes (Demo Booked, DNQ, Competitor, etc.)
• Remove codes that have never been used on a door

Reps see the new labels the next time they open the field map. Owners should refresh the dashboard once if the Settings card is missing after an update.

D2D sales: dispositions that match your funnel

Sales projects start with Interested, Not Interested, Callback, Closed/Sale, and Not Home. Rename them to the language you already use in standup:

• Interested → Warm / Needs quote
• Callback → Spouse decision / Evening return
• Closed/Sale → Sold / Contract signed
• Not Interested → Hard no / DNQ

Keep Not Home separate from Not Interested. Contact rate and pitch conversion are different problems. Mixing them hides whether you need better timing or better scripts. See how to reduce no-answer rates for the ops side.

Analytics shows a Lead Outcome Distribution bar chart using your disposition list (order and colors from Settings). Pair it with the visit doughnut and you get both mix and volume. For the metrics managers should watch weekly, see D2D sales metrics and KPIs.

Sales dispositions do not use political voter ID scores (1–5). That chart is for campaigns that score support; your sales chart is outcome counts.

Starting points by industry

The right list depends on what disqualifies a door in your business. A few that work in practice:

Industry	Codes worth adding beyond the defaults
Solar	Roof DNQ, Shade DNQ, Renter, Appointment Set
Roofing / storm	Inspection Booked, No Damage, Already Filed, Insurance Pending
Pest control	Sold Recurring, One-Time Only, Has Contract, Callback Spring
Fiber / telecom	Not Serviceable, Under Contract, Switch Scheduled
Home security	Has System, Renter, Demo Booked

Notice the pattern: each list separates cannot buy from will not buy today. That single distinction is what makes a second-pass list worth running instead of re-knocking the same dead doors in six months.

Where dispositions show up downstream

One list drives more than the buttons on a phone:

• Pin colors on the rep map and the manager map, so a turf reads at a glance
• The address filter, which is how you pull every No Answer into a Saturday evening route
• Analytics — the outcome bar chart, per-rep leaderboard columns, and territory breakdown
• CSV export, where the status column is what your CRM import or commission sheet actually reads

That last one matters for pay. If Closed/Sale is the code commissions key off, renaming it is safe but adding a second “Sold” button is not — you will split the same result across two codes and someone will get shorted. Pick one closing code and keep it.

Train the list in sixty seconds

A custom list only helps if the crew uses it identically. At standup, read the list once and clarify the pairs that reps actually confuse:

• No Answer vs Not Interested. Nobody came to the door is not a rejection. Merging them makes your contact rate look worse and your close rate look better than reality.
• DNQ vs Not Interested. A shaded roof will never qualify. A busy homeowner might buy in spring. Coding both the same wastes an entire second pass.
• Callback vs Appointment Set. A vague “come back later” is not a booked slot on the calendar. Reps inflate the second one when there is no separate code for the first.

Advocacy / political projects on the same stack

If your org also runs voter contact (or you switched a project type), political presets use Strong Support through Strong Oppose plus Not Home / Refused / Moved. You can rename those to your own party or candidate language the same way.

Political statuses can carry an optional score 1–5 for the Voter ID Score Distribution chart. Once a status already has doors logged, that score is locked so Analytics does not rewrite history. Unused statuses can still get a score; used ones can still be renamed. One score per status — do not put two buttons on score 1.

New meaning always means a new status. Do not recycle Closed for “yard sign delivered.”

Safety rules

1. Rename is safe. History stays; labels update.
2. Cannot delete used codes. Remove stays disabled when doors exist.
3. Cannot remap used scores on political projects.
4. New meaning = new button.
5. Short list wins. Six to ten dispositions fit a phone; twenty is the cap.

FAQ

Where do I edit lead dispositions in KnockRoute?

Open your project dashboard and go to Settings, then General, then Visit Statuses. From there you can rename labels, change colors, reorder buttons, add funnel-specific codes, and remove dispositions that have never been used on a door.

Should Not Home and Not Interested be separate dispositions?

Yes. Contact rate and pitch conversion are different problems. If you merge them you cannot tell whether to change your knock times or your script, and you lose the ability to build a clean second-pass list.

What happens if I rename a disposition after reps have used it?

Past doors keep the same internal status key and simply display under the new label in the app and in Analytics. If the meaning changed rather than the wording, add a new disposition instead of reusing an old one.

Bottom line

Disposition codes are training. Set them once in Settings so every knock lands in the same language your CRM and coaching conversations already use — then trust the dashboard.