Origin — Solar, Roofing & Generators
Territory planning

Confirming the correct property before saving activity

A nearby address or misplaced pin can attach a valid conversation to the wrong household.

A practical approach

Check the selected address and visible property context before recording an outcome. If the pin is wrong, correct the selection through the approved map workflow. Avoid saving under a neighboring property just to keep moving. A short location check helps protect future follow-ups, team reporting and customer records.

Put it into practice

  1. Confirm the selected address
  2. Check the property context
  3. Correct mismatches before saving

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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