Customer Relations Frequently Asked Questions

Customer Relations Frequently Asked Questions

❓ Frequently Asked Questions: Contact & Lead Management
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📂 Getting Started & Organization

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 our article on Uploading Your Contacts.

Do my contacts sync with Google or 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 here.

Can I have more than one tag per Contact or Lead? Yes, each contact can have more than one tag if needed!

Can I include additional contact information in the contact details? Yes, you can add Custom Contact Fields for record-keeping. See our article on Custom Fields for more info.

📥 Managing Leads & Activity

How do I delete a lead? As an agent, you cannot delete a lead. The goal is to track and run reports on all lead data. If you want to remove a lead from your active list, simply mark it as "Dead." This alerts the company and automatically removes the lead from your CRM manager. 🛑

Where does my contact activity appear? You can track how your clients are interacting with you in two places:

  1. Dashboard: Check the Recent Contact Activity Widget on your Home screen. 📈

  2. Contact Record: Look at the Activity Timeline in the lower right side of an individual's Details page.

Where can I see what has been sent to clients? Open the contact record and check the Activity Tab under the Activity Timeline to see all communications sent through ClientBAY. ✉️

🔔 Notifications & Alerts

What alerts do I get about leads? You manage these in your profile. See our guide on Setting Your Lead Notifications for details. 🔔

⚠️ Pro-Tip: At least one notification method should be set to "Opt In - Receive Any Time ." 

🛠️ Advanced Features & Tools

Can I merge contacts? Yes! If you have duplicates, click the three dots ⋮ in the upper left corner of the contact record and select Merge.

Note: The record you open first becomes the main contact; the second record will be merged into it and then deleted. 🤝

Can I link my client to their listing? Yes, you can link a seller to their listing (currently a 1-to-1 relationship). This is highly recommended for generating Seller Reports. 🏠

How do I add a contact to an Action Plan? Open the contact record and, under the Activity tab, click Add Action Plan.

What is a Property Watch? This tool creates a portal on your website where clients can see new market listings based on their specific requirements. Learn how to set one up here. 🔭


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