Popular Articles
Complete Your Profile
? Maximizing Your Presence: Your ClientBAY Profile Setup Your new Back At You ClientBAY account serves as an all-in-one marketing hub, allowing you to seamlessly promote yourself, your listings, and generate new leads. The foundation of this system ...
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 ...
Your NEW Market Watch
? Automated Expertise: Leveraging Market Watch Emails Market Watch is your ultimate tool for establishing yourself as a local market expert. This feature allows you to send scheduled, automatic emails packed with timely market statistics, real ...
Lead Notifications
? Setting Up Lead Notification Preferences in ClientBAY Now that your Back At You ClientBAY account is fully operational, the next crucial step is to configure how and when you receive notifications for new leads. Accessing Notification Settings ...
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 ...
Recent Articles
Agent Vanity URLS
✨ Elevate Your Brand: Understanding Vanity URLS A Vanity URL is a powerful marketing tool—it's a custom, memorable web address designed to match your personal brand or business perfectly. Instead of a long, complicated address like ...
Seller Reports
? New & Improved: Dazzle Sellers with Automated Listing Reports Your Seller Reports have been completely upgraded with a stunning, professional look! Turn your marketing efforts and listing activity into a compelling report that wows sellers, builds ...
Setting Your Listing Competition
? Define Your Edge: Setting Listing Competition Criteria Every successful sale relies on a deep understanding of the market. Within your platform, you have the ability to explicitly define the competition criteria for each listing, identifying the ...
Your Left Hand Side Navigation Menu
? Exploring the New ClientBAY Left-Hand Navigation Menu We've upgraded the left-hand side navigation menu in ClientBAY to group your most essential tools logically, making it easier than ever to manage your business. Below is a breakdown of the ...
DASH Listing API - Linking an Agent
To use the Listing API to send Listings to DASH, you will need to link your Agent to their Profile in DASH so that the agent's listings transmit correctly. Follow the steps below to link an Agent's Profile. This is for Anywhere clients only. Note: A ...