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Your NEW ClientBAY CRM
Your ClientBAY CRM just had a MAJOR upgrade! What is new and improved?! Read below to find out! YOUR NEW CRM DASHBOARD We know that your relationship with your contacts and leads is key to your success! And it starts with a functioning CRM Dashboard. ...
ADMIN: Company Custom Fields CRM
As Admin, you have the ability to create custom fields that you want to appear within the CRM system. These fields will appear under the Contact Details section of a contacts CRM entry. To Create Custom Fields Select Contacts from the left hand side ...
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 ...
Showings Overview
Your ClientBAY platform comes equipped with a Showings software allowing you to easily schedule and maintain all of your showings for your listings. Setting Showing Preferences For a Listing Before you start scheduling showings on a listing - it is ...
CRM Custom Fields
Need to include additional information for your contacts? Easy! You can add custom contact fields that will allow you to add additional information into your CRM. Click Contacts from your left hand side navigation menu. This will take you to your CRM ...