DoorSpot’s CRM and communication tools make it simple to manage contacts, track conversations, automate common messages, and keep important documents accessible in the cloud.
In this category, we’ll explore each communication feature in DoorSpot, from quick one-on-one chats to large-scale broadcasts, so you can streamline your messaging, save time, and ensure nothing gets lost in translation.
By the end of this category, you will be able to:
🧭Navigate CRM and Communication tabs – Begin communication, respond, and track messaging.
📲Elevate Your Communication with the CRM – Create and manage companies and contacts
📞Initiate communication – send messages directly from your CRM contact list
📄Amplify messaging with templates – Create and store message templates for frequently used responses
🗨️Manage Communication threads – Apply templates to active conversations for faster replies
📄Utilize Templates for automation – Connect templates to automated workflows for hands-free messaging
📢Send an announcement – Create a broadcast to send messages to multiple contacts at once
📰 Manage Documents and eSignatures – Upload and manage documents to keep records securely stored in the cloud
🎤Gather feedback with Forms – Build a form to gather and organize information from contacts
✅Track user activity – Use the Activity tab to verify communication history and correspondence
Navigate the Knowledge Base
The Knowledge Base is your go-to resource for learning DoorSpot. It includes step-by-step instructions, videos, and interactive images to guide you through every feature.
Content is organized into categories, and each category contains a selection of helpful articles.
To begin, use the search bar to look up specific topics or browse by selecting a category.
When you're ready to view another article, click “All Collections” to go back to the full list.