Contact Merge

  BrightDoor Central now allows you to merge two contacts; including contact information, notes, activities, and product ownership from two separate contacts records into one contact record. For example, a common merge would be to combine one contact saved as a shortened name (i.e. Frank) to the other contact  saved Read more

Managing Role Groups

BrightDoor Central allows administrators to designate access for users within the organization based on their role. For example, a sales manager might have access to all prospects where a sales executive has access to only his/her prospects.  BrightDoor Central has industry standard roles; however, administrators may create roles specific to your Read more

Managing BrightDoor Central Users

The Users section allows you to add new users to your system, reset a password, change someone’s role group, or deactivate an existing user. To access this section, first select Setup in the upper right corner, then BrightDoor Central Users.     Search for a user by using the search Read more

Adding a New Contact Type and Status

BrightDoor Central allows users to create multiple contact types. This allows users to differentiate between potential buyers and other contacts in the database. For example, common designations include prospects and brokers. Each Contact Type may also have unique statuses. Additionally, contact types may have lead sources, action plans, and initial Read more

Adding a New Contact Attribute

BrightDoor Central allows communities to create unique data fields, also called attributes, specific to the community needs.  For example, your community may wish to capture prospects’ anniversaries and birthdays.  Other examples include children’s names, club affiliations, mailing preferences, or other designations not included in BrightDoor standard fields.   To create Read more

Adding a New Contact Preference

For quicker data entry, BrightDoor Central allows communities to create categorized preferences as check boxes within a contact record. The preferences also appear in the Advanced Search options. For example, you may wish to categorize available views or the type of product someone wishes to buy.   First, click on Read more

Creating a New Contact Interest

In addition to preferences, BrightDoor Central allows you to categorize prospects’ particular interests and qualify their interest level. This section functions almost identical to the Preference section. You may search for a specific interest or sort by the Active flag by using the fields at the top of the page. Read more

Adding a New Lead Source

Adding and editing Lead Sources is a quick and easy process. A Lead Source can be defined as the origin of a contact or prospect. A Lead Source can be broken down into Parent and Children Types and Sub-types. For example, a “Referral” may be the Parent Lead Source and Read more

Synchronizing Email Communication to BrightBase

  Let your Support Team show you how to improve your communication efficiency by recording email communication to the contact record in BrightDoor Central. For more helpful tips and tricks on email synchronization, check out the articles below: Getting Started with BrightSync Configuring the DropBox Email Feature Changing Email Synchronization for Read more

Using the BrightLead Registration Form

Learn how to capture prospect information through an online registration form. The BrightLead form can be accessed through a tablet or computer. When your customer clicks “Submit” their data goes directly into BrightDoor Central. No data entry needed! Watch this quick video to learn how to create new leads through BrightLead. Note: Read more