Customer Relations Frequently Asked Questions
Customer Relations Frequently Asked Questions
Can I upload a list of contacts?
Yes! You can upload a CSV file of contacts. To learn more about how to do this see this article on Uploading Your Contacts.
Do my contacts sync with Google (Outlook)?
At this time contacts do not sync with third parties. Our product team is working on this feature for future use.
Can I add tags, or types to clients?
Yes, you can add personalized tags or contact types to contacts and leads. You can learn how to create your own individualized set of Tags and how to add them to your Contacts and Leads here.
Can I have more than one tag per Contact or Lead?
Yes, each contact can have more than one tag if needed!
How do I delete a lead?
As an agent you cannot delete a lead. The goal is that you are able to track and run reports on leads. If leads are deleted there is no reporting. If you would like to remove the lead from your customer relations list and reassign it to your company you can do that by marking the lead as dead. This alerts the company that the lead is dead and it automatically removes it from your customer relations manager.
Where does my contact activity appear?
You can see your contact activity, how your contacts are interacting with you digitally, on your ClientBAY Home dashboard under the Contact Activity Widget. From here you can see the most recent contact activity as well as filter by activity. If you are in the main record for your contact or lead you can see their activity in the lower right side of the record under their Activity Timeline
What alerts do I get about leads?
You set your lead notifications in your profile. To set up your lead notifications see this article on Setting Your Lead Notifications
One of of the lead notifications needs to be set to always 24/7 so you are not missing notifications. If you set all to use my office hours and a lead comes in outside of those hours the lead routing will skip you based on your notification preferences.
What alerts do I get on contact activity?
You only receive alerts on contact activity if the client is requesting information from you via your website. We don't want to send you a notification every time a client opens an email or visits your site, this activity simply logs in the contact activity section of your dashboard.
Where can I see what has been sent to clients?
If you open up the contact record you can see in the communications sent through ClientBAY under the Activity Timeline on the Activity Tab.
How do I add a contact to a campaign?
You can add a contact to a campaign from within the contact record by adding a campaign under their Activity Tab. Need more help adding contact to campaigns see this article on Email Drip Campaigns.
Can I merge contacts?
Yes, you can merge two contact records if you have duplicates. In the upper left corner of the contact click the three menu dots and then select merge. You will be prompted with the contact you want to merge to select from a list. Please note that the contact that you open first to merge will be the main contact and the other record will be merged with this one and deleted from your customer relations management.
Can I include additional contact information in the contact details?
Yes, you can add custom contact fields if you need to add additional contact information. This will be something that you can use for record keeping but doesn't link through to the other portions of the customer relations tools. For more information on adding custom fields see this article on Custom Fields.
Can I link my client and their listing?
You can link your seller to your listing. Currently this is a one to one relationship so you can only connect one contact record with your listing. For more information on the benefits of linking your seller to your listing see this article on Seller Reports.
How do I add a contact to an action plan?
An action plan is a series of follow up items to remind you to follow up with a client or to automatically send out emails on your behalf. To attach an action plan to your contact open the contact record and under their Activity tab click Add Action Plan. At this time there is no bulk add to an action plan, we want you to be set up for success and if you add 100 people to an action plan at the same time, all of your required follow up items would fall on the same day.
What is a property watch?
A property watch is a tool for you to communicate with your client what is new or changing on the market. Through this tool you can create a portal that links to your website and set up a property search based on the clients requirements. For more information on setting up a property watch see this article on Setting Up Property Watches.
Related Articles
Websites Frequently Asked Questions
Can I use my own domain? Yes you can! If you have already purchased your own domain please contact our support team and they can help you get it set up. If you haven't purchased your domain you will need to do that before you reach out to our team so ...Upload Contacts
You can upload contacts to your ClientBAY CRM in two ways: 1) Add contacts individually or 2) Import a list of contacts (a.k.a. Bulk Upload your Contact List). ADDING CONTACTS INDIVIDUALLY To start adding contacts to your CRM individually: Click on ...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. ...Sharing Your Contacts
You are able to share your contacts with select users in ClientBAY if you would like. This is great for teams. When you share your contacts with another member of your team, you are sharing ALL of your contacts with them. Share Contacts To do so just ...Purging Contacts
You are easily able to purge your duplicate contacts in your CRM. From your CRM Dashboard, select the More Actions drop down menu in the upper right hand corner and then select Purge. This will open up the Contact Management Purging walk through. ...