As Admin, you will have the ability to edit your Brokerage website. Agents will only have the ability to edit their own personal website. These websites are fully functional with the ability to edit the website layout, text, images and links.
To learn how to create custom pages, click here.
To learn more about Global Pages, which are pages that you can create for your agents to utilize on their websites as well as on your brokerage website, click here.
You are able to add images to the Company Images Library so you can use them on the Brokerage Website and agents can use them on their Agent Websites. This is a great way to help your agent have image content for when they go to edit their webpage.
You are also able to create File Folders for your images to keep your images organized.
You can choose whether or not agents should appear on the brokerage website and get their own websites as well.
To do so, go to your User Management tab on your left side menu in ClientBAY and then select Users. Select an Agent to pull up their Details page. Scroll down to the section titled Office Info. Here you will be able to designate if this Agent or User should appear on the website under the Display on Website drop down menu. Select Yes or No and then press Save in the upper right hand corner.
In your User Management tab in ClientBAY, there will be an Entry in there that is titled for your company. The information that is entered under this entry will contain the information that pulls to your Brokerage Website. If you need to change anything on your Brokerage Website link the social media links or Information, go to this entry.
Agents will have the ability to set their Lead Notifications so they are being notified of new leads in the manner that they want to be notified. There are two ways the system can notify them: Text and/or Email.
To learn how agents can set their lead notifications, click here.
An agent is able to scope down their lead property details. To do this, they can go to their My Account button in the upper right hand corner and select My Profile. When their agent details screen opens, they need to select the Preferences tab along the top of the screen and then scroll down to the Lead Property Detail section, about half way down the screen. Here they will be able to scope down their leads by price, type, cities and zip codes. The zip codes that pull up for the agent to choose from are zip codes that you have made eligible for their office.
As Admin, you are able to scope down lead zip codes for the agents on a per office basis. To do this, go to your Settings tab and then select Office Locations. Select the office you need to add the zip codes to. On the office’s details screen, scroll down to the Listings section. Here is where you can add the zip codes each office’s agents are able to receive leads from. This will route leads for certain zip codes to their appropriate office. You can assign more than one zip code to more than one office if needed. Press Save in the upper right hand corner when these have been set.
Lead User Groups
When you are adding agents to your User Management Tab, you have the ability to designate if they will be a part of any Lead Groups set up within the system.
To set up these Lead Groups, go to your Settings tab, and then select Lead Groups. This will open a dashboard that shows you all of the Lead Groups you have set up in the system. To add a New Lead Group, select the New button in the upper right hand corner. From here you can Name the Lead Group, give it a Description if desired, and then select the Agents that are part of that Lead Group. Once you are done select the Save button and that group will then be created. You are able to delete or edit any Lead Group from that dashboard by utilizing the Pencil icon or the Trash Can icon.
You can also attach an agent to a Lead Group through your User Management Tab. Select User Management on the left side menu and select Users. From here, select the Agent you need to add to a Lead Group. When that Agent details page loads, scroll down to the Leads section where you can see all of the available Lead Groups. Here you can move the Lead Group(s) this agent is a part of over to the Selected box. Be sure to press the Save button in the upper right when done.
To see the Lead Sources you have in the system, go to your Settings tab and then select Sources. This will open up the Lead Sources dashboard with all of your available Lead Sources. There will already be some lead sources that Back at You has set up for you in here. These will be lead sources from your websites as well as the Open House Sign In Sheet lead source.
As Admin, you have the ability to go into any of these lead sources and have them set up the way that you want them to be set up.
To add a Lead Source, select the +New Source from the upper right hand corner.
When you are creating a new lead to go into the system, give the lead source a Name and then scroll down to the bottom of the page to start putting in the details of the source, working your way up the page.
Terms: The first thing you should do is set the terms. If you want terms to be offered, select Yes in the drop down menu box. Then type out the terms in the text box. These terms will be offered to the agent before they can accept the lead. The agent must accept these terms in order to get the lead.