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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
? Mastering Showings with ClientBAY The ClientBAY platform provides a comprehensive Showing Management system. This tool allows you to set clear instructions, automate notifications, and provide professional activity reports to your sellers. ?️ ...
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 ...