USING DOORCOUNTS

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