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

Adding a New Product Type

BrightDoor Central allows communities to create custom Product Types. Examples of common Product Types include: Company Home Site, Company Structure, Resale Home Site, or Resale Structure. BrightApps users may designate a print template for each Product Type.    To create a new Product Type, click on the Setup link in Read more

Adding a New Product Attribute

BrightDoor Central allows communities to collect data tailored to community inventory.  Use product attributes to create new fields for this data; including data such as specific views, memberships, floor plans, etc. Adding a new attribute is quick and will add flexibility to inventory data.  First, click on the Setup link Read more

Adding a New Product Status

BrightDoor Central allows custom product statuses to reflect community inventory standards. Typical statuses include Available, Under Contract, Closed, Inventory, etc. BrightApps users may also customize the lot dot colors which appear in BrightShow. This is also the area to designate if a status should initiate a product history snapshot.   Read more

Managing the Product Media Library

The Media Library allows you to manage the images associated with your Product Inventory. Batch assign an image to multiple Product entries, upload an image to one Product entry, and update or delete existing media here.          

Managing Content in the Product Media Library

The Media Library allows you to manage the images associated with your Product Inventory. Batch assign an image to multiple Product entries, upload an image to one Product entry, and update or delete existing media here.  

Adding a New Company Logo

Has your company logo recently changed?  If you have administrative privileges, you can add or edit the existing logo located in the upper right corner of your screen.   First, go to the Setup link by selecting the link in the upper right corner.   Next, select the “Company Info” Read more

Working with Email to Lead Registration Profiles

With our “Email To Lead” functionality, you have the option to send website registration emails (auto-generated when someone registers on your website) directly to BrightDoor Central, automatically creating a new contact. There are 3 basic steps in getting BrightDoor Central and your web site prepared to use this feature. Please Read more