1
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Open the selected home and read the complete address. Check it against the actual door, then press Confirm. The name shortcuts stay disabled until the home is confirmed.

2
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Under I spoke with, choose only the person you actually spoke to. Here we choose Maya Bennett, not Alex. A recorded owner is not automatically the resident at the door.

3
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Scroll to the contact section. Maya and Bennett have filled First name and Last name automatically. Phone and email are separate: enter only details the resident gives you. If neither name matches, type the resident's name yourself.

4
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Choose the outcome that happened. In this example we choose Callback, add a short factual note, and press Log Visit once. Wait for the saved pin and completion before moving on.

5
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Open Visits and verify the home address and Callback outcome. Refresh to confirm the same record is still there. There should be one saved visit, not another copy.