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Navigate the CRM and Communications tabs

Move between the CRM and Communications tabs to find a contact and message them without leaving DoorSpot.

The CRM and Communications tabs work together to manage every contact you talk to — guests, owners, billing parties, and vendors — without leaving DoorSpot.

Use the CRM tab to find and organize your contacts. Use the Communications tab to send and read messages and see activity across all your contacts.

Move between the two tabs

  1. Open CRM from the left menu to search for a contact or filter your contact list.

  2. Select a contact's name to open their profile, then select the Activity tab to see their message history alongside other account activity.

  3. To send a message, open Communications from the left menu. Select an existing conversation to reply, or select New Message to start one with any contact.

Good to know

  • Start in the CRM first if you need to confirm a contact's details before reaching out — their profile shows you exactly who you're messaging.

  • Check the Communications tab regularly so an important message doesn't get missed.

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