Track Property Showings

Track Property Showings

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 … Continued
Merge Duplicate Contacts

Merge Duplicate Contacts

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 … Continued
Setup your BrightSync Account

Setup your BrightSync Account

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 … Continued
Import Contact Records from Excel Spreadsheet

Import Contact Records from Excel Spreadsheet

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 … Continued
Configuring the DropBox Email Feature

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 … Continued
Helpful Links to the MailChimp Knowledge Base

Helpful Links to the MailChimp Knowledge Base

Don’t know MailChimp? Looking to learn something new? Check out helpful links to the MailChimp online Knowledge Base – available to you 24/7!    
Create Contact API Details

Create Contact API Details

Overview BrightDoor Central CRM contains multiple API methods for creating new contact records. The determining factor in selecting the most applicable method is typically based around the type of data being passed as well as workflow related requirements. Below are technical details related to using the CreateContact method to pass … Continued
Setup an Email to Lead Integration

Setup an Email to Lead Integration

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 … Continued
Adding Custom Attributes via the API

Adding Custom Attributes via the API

BrightDoor allows third party websites to pass contact data from a form directly into the database. Below are examples of how to pass custom attributes; meaning attributes specific to the community that are not considered default fields. Examples include: price ranges, comment sections,  time frame to purchase, or interests. These … Continued