Exporting Contacts with Advanced Search

Based on individual permissions, users are allowed to export contacts.  The contact exporter will include any results in the last performed search and also allows users to select the columns to include in your export. To get started, open the Contacts Tab and enter desired filters. If you need to Read more

Creating and Managing Maps in Map Designer

The Map Designer tool in BrightDoor Central enables you to quickly create and publish Google maps for digital marketing.  The custom Google map can be embedded within a public website or shared via email and social media with your prospective buyers. It’s functionality includes a live product feed, map filtering, Read more

Creating a New Landing Page

Landing Pages are used for Lead Generation, Click Throughs, and On-Page Action. BrightDoor Central allows you to create as many Landing Pages as you need to share valuable information and keep your pipeline filled for your sales team. To learn more about Landing Pages, take a look at our Blog Read more

Managing Landing Pages

Now that you have created a Landing Page and are receiving new leads into BrightDoor Central CRM, you will need to ensure that you are continually managing and updating the page content and its information. If you would like to learn how to create a Landing Page, click here.   Read more

Introduction to Landing Pages

Kimberly Luksic, VP, Customer Service and Training at BrightDoor provides a look into the Landing Page feature. To see a step-by-step guide to creating Landing Pages, click here.  

Adding a New Activity Type

Activity Types document interactions between a sales executive and a contact such as phone calls, appointments, or general follow up. Activities can be broken into categories and subcategories; also called Parent and Children. Parent Activity Types are general categories such as Phone Call or Email. Children Activity Types indicate specific activities related Read more

Streamline Communication through Action Plans

  Let BrightDoor show you how to streamline customer communication by creating Action Plans in BrightDoor Central. Action Plans allow you to set the standard for your company and increase efficiency within the Sales Team. Creating Action Plans Getting Started with Activities Getting Started with Contacts  

Adding a New Action Plan

Action Plans can automatically create scheduled activities for easy reminders to contact prospects. Creating Action Plans is a role based permission and is associated with the Setup area. Action Plans are generated based off a contact changing Type and/or Status within BrightDoor Central.   To get started, go to “Setup” Read more

Using Advanced Search with Products

Advanced Search gives you the power to create finely segmented contact filters and lists for your sales and marketing efforts. It’s an easy-to-use, visual search builder that makes complex queries simple to execute.  You can use expanded search criteria options such as ‘equals’, ‘does not equal’, ‘between’, or ‘contains’ (ex. Read more