Creating Quick Links

Creating Quick Links

You are able to create a list of links for places outside of ClientBAY that you find yourself utilizing for quick access.
These links show up under the Link tab in the upper right hand corner of your ClientBAY system.
You will also see any Quick Links that your company has added in this Quick Link tab.


To add a Quick Link, 
  1. Click on the Quick Links icon in the upper right hand corner of your ClientBAY platform
  2. Select the +Add Personal button
  3. Add the label for the Quick Link
  4. Add the URL 
  5. Select Add. The Quick Link will now appear on your Quick Links Experience Tab

To edit a Quick Link,
  1. Select the three dot action button associated with the Quick Link and press edit.
  2. Put in any necessary changes and Press Save.

To delete a Quick Link
  1. Select the three dot action button associated with the Quick Links and press Delete
  2. The system will confirm that you want to Delete this Quick Link.


    • Related Articles

    • 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 ...

    • 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 ...

    • ADMIN: Creating and Managing Teams in ClientBAY

      As an Admin, you have the ability to create, edit and maintain teams within ClientBAY Creating a Team Entry in ClientBAY To Add a New Team: Select the Settings icon in the upper right hand corner of ClientBAY. Select Teams under the Company Category. ...

    • Complete Your Profile

      Your new Back At You ClientBAY account is an all-in-one place to promote yourself, while promoting your listings at the same time and receiving more leads! It all starts with your profile. We pull your profile information into your About Me section ...

    • ADMIN: Creating and Managing a Company Blog

      As Admin, you can create and manage a Company Blog that not only can be displayed on your Brokerage website, but for the agent's to be able to utilize on their Agent Websites as well. Creating a Company Blog To create a new blog, Select the Settings ...