Related Articles
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 ...
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. ...
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 ...
ADMIN: Company Custom Fields CRM
?️ Creating CRM Custom Fields As an Admin, you can create custom fields that appear within the CRM system for the entire company. These fields will be located under the Contact Details section of a contact’s CRM entry. ➕ How to Create CRM Custom ...
Adding Contacts to Your CRM
? Adding Contacts to Your CRM Building your database is the first step to success! Whether you are adding a single new connection or migrating your entire book of business, ClientBAY makes the process simple. ?✨ There are two primary ways to get ...