Popular Articles
Complete Your Profile
Your new Back At You ClientBAY account is an all-in-one place to promote yourself, while promoting your listings at the same time and receiving more leads! It all starts with your profile. We pull your profile information into your About Me section ...
Access Groups - NEW Settings for Transactions
New Settings for Transactions in your Access Groups You all asked and we are delivering! Many of you have asked for finer control over what can be seen within Transactions as well as what administrative functions your staff has access to. The new ...
Lead Notifications
Now that your Back At You ClientBAY account is up and running, make sure that your lead notification preferences are set-up! Go to you account button in the upper right hand corner and then select View Profile Click on the Preferences tab Under the ...
CRM Overview
Start uploading your contacts in your CRM today! You can either upload contacts individually or bulk upload a list of contacts. Uploading Your Contacts to ClientBAY CRM Want to know what else you can do with your contacts/leads? Watch the video below ...
Creating An Action Plan
In your ClientBAY platform, you can create Action Plans that you can attach to your contacts/leads and listings. Action Plans are a series of events, automated emails, follow-up requests, etc., that will help you keep track of everything you need to ...
Recent Articles
How To Create An API Key From ClientBAY
If you need to generate an API key in ClientBAY, you can do so by following these simple steps: In ClientBAY, select your Account Button in the upper left hand corner. From the slide out, select the API Tokens link under the Options section. This ...
Adding a Custom Script to your Website
If you have custom scripts that you would like added to your website, please follow the below steps: Log in to your SitesBAY at the bottom of your webpage Click Advanced in your SitesBAY Editor Click Custom Scripts Click Create New Script Paste your ...
ADMIN: Listing Tags
Listing Tags are tags that you can create and manage that your agents can use to attach to their listings. This makes it so that when visitors to their website search that tag (think keyword), the listings that have that tag associated with them will ...
Add Your Facebook Pixel ID to Your Agent Website
You have the ability to add your Facebook Pixel ID to your agent websites to help you track your website visitors, track conversion and help you refine what your Facebook Ad strategy should be. To add your Facebook Pixel ID: Go to your Agent Website ...
ADMIN: User Website and Internal Tags
As Admin, you can create tags that you can attach to your users and website. Internal Tags is a great way for you to categorize your users into groups. Some companies use tags like "Luxury Agent" or "Farm and Ranch Specialist". This gives you a quick ...