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Doorcounts
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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