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
Accessing Your Contact and Leads Through Zapier
You are now able to access your ClientBAY contacts and leads through Zapier. You can create new contacts in ClientBAY from other Zapier-connected apps, or send your ClientBAY contacts to other platforms using Zapier. Step 1: Create a Zapier Account. ...
ADMIN: Dashboard Display Settings
As Admin, you have the ability to adjust the ClientBAY Home Dashboard display settings to create a more unified brand experience for your users. This includes setting default colors for the widgets a user can have on their Home Dashboard and ...
ADMIN: Dashboard Announcement Banners
As Admin, you have the ability to create Announcement Banners to appear on the ClientBAY Home Dashboard for some, or all, of your users. To create a Announcement Banner: Click your Settings icon in the upper right hand corner. Select Announcement ...
COMING SOON: Your NEW Market Watch
Your New Market Watch is Coming Soon! Market Watch allows you to send scheduled, automatic emails to your contacts and leads with market statistics, trends in Real Estate, and more on areas that you customize for them! Where does your Market Watch ...
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 ...