Getting Started with Contacts

The Contact Dashboard page allows users to quickly view a contact record, access and complete activities, and perform quick actions with a few simple clicks.      

Contact Advanced Search – Tips & Tricks

Let’s take a look at FIVE contact advanced searches in BrightDoor Central that will show you how to target your leads, clean up your database, and see the ROI on the marketing dollars you spend.   For more information on using the Advanced Search tool, click here.

Role Training – Sales Agent

A quick tour of BrightDoor Central from the role of the Sales Agent. Within this 15 minute video, we will show new users how to use the basics – Contact Management, Activity Documentation, and Searching Product Inventory.   Feel free to check out these other resources our new users find Read more

CRM: Tips and Tricks for the Sales Executive

Learn how to become more efficient in the workplace by leveraging the technology integrated in the BrightDoor Central CRM application.   Tip #1 DropBox Configuration Capturing email correspondence is a key component in keeping all relevant sales information in your CRM system. The BrightDoor Central Email Dropbox function (regardless of 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

Uploading Documents and Images to Contact Records

Documents, images, and other files can be stored within the Contact Record.  Find the Contact using the search feature on the Contacts tab and click on “View”.   Under Contact Interactions, click on the Documents tab, then Add Document. Click “Browse” to find the file you want to upload, give it a 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