⚖️ Setting Marketing Disclaimers Certain franchises and MLSs require specific disclaimers on marketing pieces. You can easily set these up in ClientBAY to ensure all your office materials remain compliant. ?️ How to Set Your Disclaimers Select the ...
? Company-wide Drip Marketing Campaigns As an Admin, you can create Drip Marketing Campaigns for your agents to utilize. These are a series of emails that automatically go out to selected recipients. ? Campaign Types You can create two different ...
Back At You Admin Session 2: ClientBAY Marketing and Action Plans Congratulations on completing your Second Manager Session. Here is the checklist of items that we suggest you start on: Marketing Build out any Company Content Build out any Contact ...
Start uploading your contacts in your CRM today! You can either upload contacts individually or bulk upload a list of contacts. Uploading Your Contacts to ClientBAY CRM Want to know what else you can do with your contacts/leads? Watch the video below ...
Start creating your Open House flyers, scheduling, sign-in sheets, and more! Now that you know how to manage your listings, complete these items to set yourself up for success: Attach Sellers to your Listings to create Seller Portals Tell Sellers ...