Listing Details

Listing Details

Want to edit your listing in your Back at You ClientBAY account? No problem! From the main Home dashboard, click on Listings. This will take you to your Listings Dashboard

Depending on how your company has your Listings Dashboard set up, you could see your listings on this screen or two tabs along the top of the screen separating out company listings and your listings. Select My Listings if this is the case.
Select the Listing you would like to edit or select the three dot action button associated with that listing and select Edit.
This will open the Listing Details screen. 
Listings automatically update from MLS, this training is to show you what additions and enhancements you can make through ClientBAY

Attach Seller Information: 

  1. Select Listings from the left hand side menu and then Listings again.
  2. Select the Listing you would like to attach a Seller to.
  3. On the Listings Detail Tab,  you can add the Seller from your CRM by inputting them under the Seller field the Contact Information section.
  4. Press Save
When you add a seller to their listing, this will create a Seller Portal. To learn more about the seller portal click here

Add Images:

If you would like to add additional images to your listing or change the order of your photos, you can. You will see all of the images that we have synced over from the MLS along the right hand side of the Listing Details tab.
  1. To rearrange your photos, you can click, drag and drop
  2. To add images from you computer, click Upload and add the photos you would like to display on the property website.
  3. You can also delete photos out by either pressing the delete icon on the individual photos you want to delete out or by selecting the box(es) of the photo(s) you want to delete and then scrolling down to the bottom of the images section and pressing Delete. 
  4. Once you have made the changes you want to your images, you must press the Save button at the bottom of the Images section. 
If you change your photos on the Listings Details Tab and save them, the system will prompt you to ok us turning off the images feed for that particular listing; that way we don't change the photos back to the MLS photos the next time we ping your MLS for listing information. 

Add Notes:

You can add notes to your listing that are for your internal use only. Keep track of all the information you need to be notated for your listing:
  1. On the Listing Details tab, scroll down until you see Notes on the right-hand side of your screen
  2. Type in your notes 
  3. Click Save 
  4. Your notes have been added and you can keep track of the date and time that you added that note

Map Location:

Double-check to make sure your listing is mapped correctly, as this shows only our website and the Single Listing Website. If it is mapped incorrectly, you can edit this. 
  1. Click on the Map tab at the top of the screen
  2. To edit the location of the pin click, drag, and drop the pin to the desired location
  3. Click Save

Attach Action Plan or Actions:

To attach an action plan or add individual actions to a listing, click the Actions tab on the top of the edit listings screen.
To add an individual action that is associated with a date click +NEW in the upper right-hand corner:
  1. Select the action type from the drop-down
  2. Name the action
  3. Choose the due date for the action
  4. Select when you would like to be notified of the upcoming action
  5. Assign you (the listing agent) or the second listing (co-listing) agent to the action
  6. Choose if you would like to have this be something that is visible to the seller in the seller portal
  7. Click Save to add the action to the listing
  8. To attach an action plan or add individual actions to a listing CLICK the actions tab on the top of the edit listings screen.
To add an action plan to a listing go to the action plans section on the right-hand side of the screen:
  1. Click +ADD to open up the listing action plans
  2. Check the box next to the plan that you would like to add
  3. Click Save. *If actions have already been completed that are a part of the plan they will automatically complete


Open Houses

You can schedule In Person, Recorded Videos and Live Video Open Houses in ClientBAY. These Open Houses will display on the single property websites we create for your listing. They will also generate a lead capturing sign in sheet for you to utilize. To learn more about Open Houses click here.



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