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

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 Custom Attributes via the API

BrightDoor allows third party websites to pass contact data from a form directly into the database. Below are examples of how to pass custom attributes; meaning attributes specific to the community that are not considered default fields. Examples include: price ranges, comment sections,  time frame to purchase, or interests. These Read more