ADMIN: How do I get leads from lead router to ClientBAY?

ADMIN: How do I get leads from lead router to ClientBAY?

Getting leads from lead router into ClientBAY.

Step 1: Get your lead email address

  • If you are a broker, your leads email address will be leads@officedomain.com 
    • The officedomain is the domain you go to to log into ClientBAY. 

  • If you are an agent, your leads email address is userid.leads@officedomain.com
    • You can find your userid under your profile
    • The officedomain is the domain you go to to log into ClientBAY.

Step 2: Contact realogy

  • Create and email that is addressed to support@realogy.com
  • Let them know that you would like all of your leads to go to the lead email address that we determined above.
  • If need be, you can call them to create the ticket. 
SUCCESS
After that, your leadrouter leads should be funneling into ClientBAY.

    • Related Articles

    • ADMIN: Lead Management

      Lead Management As Admin, you have access to a Lead Management Tab on the left hand side navigation menu. When you select that, it will take you to a screen where you can either select Dashboard, or Leads along the top. Both tabs allow you as admin ...

    • Leads

      What is a lead? A lead is a contact coming into your CRM from an outside source. Leads can come from agent websites, open house sign-in sheets, or you can forward in leads using your forwarding lead address. To forward outside leads directly into ...

    • ADMIN: Lead Routing in ClientBAY

      As Admin, you can control how both Direct to User AND General Leads flow into your system. Direct To User Leads Direct To User Leads are leads that come from an agent's own site OR from their listing on the brokerage website. An example of a Direct ...

    • ADMIN: Creating Customized Lead Sources

      One of the amazing benefits of Lead Routing within ClientBAY is that you have the ability to create and customize lead sources, and promote those lead sources on your brokerage website with a form that you have control over. Creating Custom Lead ...

    • Lead Notifications

      Now that your Back At You ClientBAY account is up and running, make sure that your lead notification preferences are set-up! Go to you account button in the upper right hand corner and then select View Profile Click on the Preferences tab Under the ...