The Visits landing page is the main Visits screen, titled Visits with the subtitle Plan and manage visit lists. It lists every visit list in your account in a table, with a per-visit breakdown of progress so you can see at a glance how each run is tracking. The Create visit list button sits at the top right, and Search, pin and hide-columns controls sit above the table. Refresh and full-screen icons sit at the right of the table header.
Columns
The table shows the following for each visit list:
- Name — the name you gave the run when you created it. Click it to reopen the list in the Visit List Wizard (see Editing a visit list below).
- Survey — the survey (Form) attached to the visit.
- Total — the total number of addresses (locations) in the run.
- Successful — addresses where Contact made was recorded.
- Unsuccessful — addresses where Nobody available was recorded.
- Unattempted — addresses marked Skipped.
- Not Yet Visited — addresses that have not been actioned yet.
Row actions
Each row has three icons at its right-hand end:
- Start visit (the house icon) — opens the Visit Entry screen for that run, where you select addresses and record outcomes.
- Visit area (the map icon) — opens the Visit Area panel (see below).
- ⋯ — opens a menu with Delete, which removes the visit list.
Reading the outcome breakdown
The in-field actions you record at each address roll up into these columns:
- Contact made → Successful
- Nobody available → Unsuccessful
- Skipped → Unattempted
- (addresses not yet actioned appear under Not Yet Visited)
Together, the Successful, Unsuccessful, Unattempted, and Not Yet Visited columns add up to the Total and show how complete the run is. Use this breakdown to gauge progress, redistribute remaining doors among the team, or decide when a run is finished.
On the Visit Entry screen, an address where contact was made shows the status Completed. It is the same outcome that the landing page counts as Successful.
Viewing the visit area on a map
Click the map icon in a row to open the Visit Area panel (This map shows the geographical coverage for this visit list). It shows:
- The visit list name, the number of Locations, and the address type used.
- A map with a marker for each location. Nearby addresses are grouped into numbered clusters — zoom in to separate them.
- Map controls to zoom in and out, fit the map to all locations, and print.
- An Address pins switch, on by default. Turn it off to see the area the run covers without a marker on every address.
- A Circle boundary switch beside it, also on by default. It appears only where your Circle has boundaries configured; where it has none, the switch is not shown.
Click Print to print the map — useful as a handout for the person walking the run — or Cancel to close the panel. Turning either switch off changes the map on screen only — the printed map still shows every address pin and the Circle boundary.
Opening a visit
To start or continue working a visit, click the Start visit icon (the house icon) in its row. This opens the Visit Entry screen. See Working a visit & recording who you spoke to (incl. "Someone else") (Document ID: 254).
Editing a visit list
Click a visit list's name to reopen it in the Visit List Wizard. Use this to finish a list saved with Save and close, or to review or change an existing list's settings. See Creating a visit list (Survey → Address Types → Audience → Review) (Document ID: 251).
Notes
- The landing page reflects outcomes as your team records them at the door, so the breakdown changes as the run progresses. Use the refresh icon in the table header to update the figures.
- A door where Contact made is recorded also creates a Post on the contact — see Visit outcomes & posts to a contact (Document ID: 249).
- Delete removes the whole visit list. Use it with care.