ADMIN: Lead Status Codes

ADMIN: Lead Status Codes

Lead Status Codes are preset by the Admin.

To add a Status Code
  1. Select the Settings icon in the upper right hand corner of ClientBAY. 
  2. Select Contact & Lead Status Codes under the Contacts & Leads Section. This will bring up your Status Code Dashboard where you can see all of the Status Codes you have.
  3. To create a new Status Code, select the New icon in the upper right hand corner.
  4. Fill in what the new Status Code is and determine if you want an Action Plan attached to this Status Code.
  5. Press Save when done. It will now appear on the Status Code Dashboard and will be available for your agent’s to utilize in their CRM.


To edit a Status Code
Select the three dot Action tab associated with that Status Code and select Edit.
Once you made your changes, select Save.

To delete a Status Code

Select the three dot Action tab associated with that Status Code and select Delete.
You can not delete a status code if it is currently attached to a lead or contact.




    • Related Articles

    • ADMIN: Attaching a Lead Action Plan to a Status Code

      You are able to attach a Lead Action Plan to a Status Code so that any Lead in the system with that Status Code will get put on this Action Plan. To Add an Action Plan to a Status Code Go to your Settings icon in the upper right hand corner of ...

    • QR Codes

      You are easily able to create QR codes in ClientBAY to allow customers to communicate directly to you. This QR code can either send the scanner to a Website or create an SMS message chat with you. To create a QR code, go to your Marketing Tab on your ...

    • 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 ...

    • ADMIN: Creating Customized Lead Sources

      One of the amazing benefits of Lead Routing within ClientBAY is that you have the ability to create and customize lead sources, and promote those lead sources on your brokerage website with a form that you have control over. Creating Custom Lead ...

    • How to Create a Blog in ClientBAY

      You are able to create an online blog within ClientBAY to show on your Agent Website. To do so, go to your Marketing tab on your left hand side menu. Select Blogs. This will populate your Blog Dashboard where you will be able to see any of the blogs ...