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Once you have signed into your MailChimp account through BrightDoor Central, you will need to setup rules to determine which contacts from BrightDoor Central will sync to MailChimp. STEP 1: SETUP CONTACT RULES First, select the “New Rule +” button under the Contact Rules section. When setting up a new Read more
Stay organized and manage your upcoming and completed tours through the Activity Manager. STEP 1: SELECT TOUR SHOWING When creating or editing an activity, select an Activity Type of “Tour” or “Appointment”. After doing so, you should see the Tour Showings – New Product + button should appear. Select the Read more
BrightDoor Central 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 under a Read more
BrightSync provides the capability to synchronize specific BrightDoor Central information (contacts, email, tour appointments) with your company’s Microsoft Exchange 2003/2007/2010/2013 server. This allows you to retrieve and submit information from Exchange-Enabled Desktop Applications, such as Microsoft Outlook (PC) and Entourage (Mac), via a web browser (Microsoft Web Outlook) as well Read more
The Contact Import tool feature is permission based and can be found on the main Contacts page. The Contact Import tool will allow you to batch update or add new records. Note – Do not import more than 8,000 entries at one time and always wait for an import to Read more
Capturing email correspondence is a key component of keeping all relevant sales information in your CRM system. With the introduction of the BrightDoor Central Email Dropbox function, all users (regardless of email server type) can now sync prospect email back to BrightDoor Central without the hassles of copy/paste. When you Read more