ADMIN: Halting Leads

ADMIN: Halting Leads

You have the ability to halt an agent from getting any brokerage leads.

  1. Select the User Management Tab and then select Users. This will take you to your User Dashboard
  2. Select the agent you want to halt leads for.
  3. When their agent details screen appears, select the red Halt Leads button on the right hand side of the page.
  4. Fill out the date you want the halt to end and put a in a reason for the halt.
  5. Once you press Ok, you will see that the agent’s leads are halted.
  6. If you want to cancel the halt, select the Cancel Halt button and confirm. Otherwise, the halt will end on the date you indicated when halting the leads.


Alert
PLEASE NOTE: Agent’s will not see this Halt Leads button in their profile.



    • Related Articles

    • ADMIN: Managing Your ClientBAY Users

      As an Admin, you can manage your Agents and Users within the ClientBAY platform. Simply select the User Management tab on your left hand side menu and then select Users. This will take you to your User Management Dashboard. Adding an Agent To ADD an ...

    • Admin Session: ClientBAY Dashboard Operations and CRM Overview

      Congratulations on completing your First Manager Training. Here is the checklist that we suggest you should complete before we move on to the next session. As always, let us know if you have any questions! In Your User Management Tab Upload Agent ...

    • ADMIN: How do I get leads from lead router to ClientBAY?

      Getting leads from lead router into ClientBAY. Step 1: Get your lead email address If you are a broker, your leads email address will be leads@officedomain.com The officedomain is the domain you go to to log into ClientBAY. If you are an agent, your ...

    • Leads Report

      Leads Reports are designed to help you create Reports based on your Lead Data. To access your Leads Report; Go to your Reports tab on your left hand side menu. From your Reports Dashboard select Lead. This will populate your Leads Report Dashboard ...

    • ADMIN: Lead Management

      Lead Management As Admin, you have access to a Lead Management Tab on the left hand side navigation menu. When you select that, it will take you to a screen where you can either select Dashboard, or Leads along the top. Both tabs allow you as admin ...