ADMIN: Quick Links
Quick Links are a great tool to utilize to really make ClientBAY a one-stop shop for your agents.
Your Quick Links button is located at the top right of your screen and you are able to add any outside link that you would like in here.
To add a Personal Quick Link (which is a Quick Link only you will see),
- Select the Quick Links icon in the upper right hand corner of your ClientBAY platform to bring up your Quick Links slide out.
- Select the +Add Personal button from along the top. This will pop open a box where you can put in some details about your personal quick link.
- In the Label for Display box, put in how you want your Quick Link to appear in your Quick Links slide out.
- Add the URL that you want to be taken to when you click on this Quick Link.
- Select Add and that Quick Link will now appear in your Quick Links slide out.
To add a Company Wide Quick Link,
- Select the Quick Links icon in the upper right hand corner of your ClientBAY platform to bring up your Quick Links slide out.
- Select the Admin Management button from along the top. This will take you to your Company-Wide Quick Links Home Dashboard
- Select the Add Link button in the upper right hand corner and then select if the link is an actual web link or a Single Sign On link.
- A Web Link is a Quick Link that will direct users to a website that you indicate when they click on the Quick Link
- A SSO Link will direct users to a website where a user is already logged into the service provided on that website (i.e. ListHub, DotLoop, etc).
- When you select either Web Link or SSO, you will be directed to fill out information about the Quick Link AND designate who will be able to see this Quick Link in their Quick Links slide out.
- Press Add when done.
To edit any Personal or Company-Wide Quick Links
- Select the Quick Links icon in the upper right hand corner.
- Find the link and press the three dot action button.
- Select Edit. This will pop open the Quick Link where you can make your edits.
- Press Save when done.
Agents are also able to add their own personal Quick Links. To learn how they can do this, click here.
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