ADMIN: Lead Management
As an Admin, you have access to the Lead Management tab on the left-hand navigation menu. This area is divided into two primary sections to help you monitor and distribute leads across your brokerage.
π PLEASE NOTE: Your agents do not have access to this area of ClientBAY; it is for Admin and Staff use only.
π The Dashboard Tab
The Dashboard provides a high-level overview of lead activity.
Overview: See all incoming leads and identify which agents are responding.
Distribution: View who is next in line for lead distribution in each category.
Insights: Perfect for a quick pulse-check on your brokerage's lead flow.
π΅οΈ The Leads Tab
The Leads tab is for deep-diving into individual lead data and performing administrative actions.
Filtering: Use the collapsible filter to sort leads by source, status, agent, and more.
Tracking: View lead status, assigned agents, and lead sources at a glance.
CRM Access: Click any lead in the list to go directly into their CRM entry.
β How to Manually Add a Lead (Walk-Ins or Phone Calls)
On the Leads tab, select the + New β button in the upper right corner.
Select the Lead Source and choose which Agent the lead is being routed to.
Enter the contact information for the lead.
Press Save πΎ.
The lead will flow to the agentβs CRM.
The agent will be notified immediately. π
The lead will now appear on your Leads Dashboard.
π Managing and Reassigning Leads
You can perform actions like reassigning leads or returning them to the broker by selecting the three-dot action button next to any lead.
Select Reassign from the three-dot action button.
Route To: Choose to route the lead to a specific User, an Office, or a Group.
Method: Choose to send it to a single person or multiple people at once (first person to accept wins).
Acceptance Rules: Set a time limit for the agent to accept the lead (pulls from your source rules).
Ownership: Decide if the original agent should retain ownership or not.
Notes: Use the notes section on the right to provide the new agent with context.
Press Save πΎ at the bottom of the screen.
π οΈ Bulk Actions
Save time by managing multiple leads at once using the checkboxes on the left side of the screen.
π Bulk Reassign: Use filters to find your leads, check the boxes to select all, scroll to the bottom, and select Reassign. Follow the reassignment steps above.
π£ Bulk Add to Campaign: Filter and select your leads, scroll to the bottom, and select Campaign. Choose the specific campaigns you wish to enroll them in.
Related Articles
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: Managing Your ClientBAY Users
? Managing Users in ClientBAY As an Admin, your User Management Dashboard is the central hub for onboarding, tracking, and organizing your team. Access it by selecting User Management on the left-hand menu. β Adding a New Agent or User Click the + ...Admin Session: Websites, Listings and Leads
Back At You Admin Session 3: Websites, Listings and Leads You have now finished Session 3 of our Manager Series Here is the checklist that we suggest you complete. As always, let us know if you have any questions. Websites Login to Your Brokerage ...ADMIN: Creating and Managing Teams in ClientBAY
? Managing Teams in ClientBAY As an Admin, you have full control over the creation, maintenance, and goal-tracking for every team in your brokerage. ?οΈ Step 1: Creating a Team Entry β οΈ Important: You must ensure all individual team members are ...ADMIN: Dashboard Announcement Banners
? Command Attention: Creating ClientBAY Announcement Banners As an Administrator, you have a powerful tool to ensure important information reaches your users instantly: Announcement Banners. These customizable banners appear directly on the ...