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.  

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.

Managing Tour Showings in BrightDoor Central

Learn how to Create and Complete Tour Showings in BrightDoor Central. This feature allows you to record and document your client’s personal comments and opinions about the property, so you always know exactly what they want.     For a step-by-step guide on creating Tour Showings, 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

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

How to Successfully Import to BrightDoor Central

Part One – Cleaning up the Spreadsheet   Part Two – Importing the Spreadsheet   The Contact Import tool will help you add and batch update contacts in BrightDoor Central quickly and easily.  Messy data can be a hindrance when trying to import. The BrightDoor AM Team would like to Read more

Introduction to Landing Pages

Kimberly Luksic, VP, Customer Service and Training at BrightDoor provides a look into the Landing Page feature. To see a step-by-step guide to creating Landing Pages, click here.  

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