Related Articles
Out Of Office Settings
If you are Out of Office and want to stop receiving notifications from ClientBAY, select the My Account button in the upper right hand corner of ClientBAY and select Profile. Select the Preferences tab along the top of the window. The very first ...
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 ...
FinancialBAY Notifications
FinancialBAY Notifications can be set up to ensure that the admins who are assigned as the Transaction Manager or the Checklist Manager on a transaction will be notified when another user creates or makes changes to Transactions. This is especially ...
Admin Session: Websites, Listings and Leads
Back At You Admin Session 3: Websites, Listings and Leads You have now finished Session 3 of our Manager Series Here is the checklist that we suggest you complete. As always, let us know if you have any questions. Websites Login to Your Brokerage ...
ADMIN: Managing Your Office(s) Information
Managing Office Location(s) Information You can manage your physical offices within ClientBAY. To do so, go to the Setting icon in the upper right hand corner of ClientBAY and select Office Locations under the Company section. On this screen will ...