Logging into BrightDoor Central

BrightDoor Central is a web based software application that may be accessed from any computer; anywhere as long as you have internet access. To log into your BrightDoor Central account, visit your unique URL. Hint, your URL will be something like:https://companyname.brightdoor.com/brightbase. Your username is your entire email address (example: salesexecutive@companyname.com) and Read more

Managing the Home Page Dashboard

Widgets provide real time data for information such as prospect activity, quick look at prospect status in sales funnel, snapshot of potential revenue by product type, most popular pages on the mobile app, upcoming tours, and more. For a step-by-step guide on managing your home page dashboard, click here.  

Getting Started with My Profile

The My Profiles area is where the user configures settings for many aspects of BrightDoor Central, including eBlast campaign account information, BrightSync for Microsoft Exchange settings and much more. Each BrightDoor Central user has a unique profile. Users are allowed to change passwords, update an email address, configure BrightDoor Central preferences, activate Read more

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

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 Home Page

The BrightDoor Central home page is the first screen users see once logged in. This screen allows users to quickly access key features in BrightDoor Central CRM. Main Navigation The main navigation allows users to promptly move between different sections within BrightDoor Central CRM. This provides a quick way to Read more

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

Configuring the DropBox Email Feature

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