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 drop down menu under the Notifications section will be titled "Out of Office". 

If you have Yes selected the system will consider you Out of Office. You will NOT receive any notifications from the system including notifications on leads. 

If you want to be considered "In Office" to receive notifications from ClientBAY, be sure NO is selected and press Save in the upper right hand corner.

If you are Out of Office and want to be taken out of the Lead Routing Process, simply select the My Account button in the upper right hand corner.

In the section titled Lead Routing, select whether you are In Office or Out of Office.

If you select Out of Office, you will be taken out of Lead Routing until you indicate that you are In Office.

If you are Out of Office and want your leads assigned to another agent or team member, select the My Account button in the upper right hand corner and select Profile.

From the tabs along the top of the page select the Preferences tab.

Scroll down to the section titled Lead Assignment.

Select the agent or team member from the drop down list that you want to receive your leads while you are out.

Press Save in the upper right hand corner.

To start receiving your leads again, simply come back here and select yourself from the drop down menu and then press Save.

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