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  1. Doorcounts
  2. USING DOORCOUNTS

USING DOORCOUNTS

Answers to questions about the inner workings of Doorcounts features.

Managing the Upboard

  • Doorcounts 101: Floorboard
  • Entering a sale in Doorcounts
  • How to move reps up and down on the salesperson up-board
  • Save time with Open Floor Plan and Quick Entry
  • How can designers make themselves unavailable during their in-store appointments or during their on shift home consultations?

Reports

  • Doorcounts 101: Reports
  • Daily Goaling Report

CRM

  • View a customers history in the CRM
  • Use advanced search to find details related to clients
  • Export clients from CRM
  • Add notes to clients in Prospect (CRM)
  • Search for clients with pending tasks
  • Schedule new tasks with a client

Tracking Shoppers

  • Update customer images with results

API

  • Potential Sales Transaction API documentation
  • Sales Form with Custom Fields (JSON) API Documentation
  • DoorCounts Web Services API Documentation

Users & Permissions

  • How to deactivate a user
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