ADMIN: Creating and Managing Teams in ClientBAY

As an Admin, you have the ability to create, edit and maintain teams within ClientBAY

Creating a Team Entry in ClientBAY

To Add a New Team:

Select the Settings icon in the upper right hand corner of ClientBAY.

Select Teams under the Company Category.  This will take you to your Team Dashboard. 

To enter a new Team click the +New Team button in the upper right.

In the window that appears, type in the Team Name and designate the Team Leader.

You also have the option of filling in who to route the team leads to, who emails from the team will come from, any team commission plans, and if you need to sync this team to Dash.

Once you have this window filled out, press Save and your team will now be created and appear on your Team Dashboard where you can now manage that team.

Please make sure that you have your Team Members entered within our Agent Roster FIRST before creating a Team.

Adding and Removing Team Members on A Team

Select the Team to which Team Members need to be added to from the Team Dashboard.

This will take you to the Team Details page.

To add a New Team Member, type the Member Name into the appropriate box. The system will start to recognize agents from your Roster and will start to autofill for you.

Select the agent to add them to the Team Roster below.

You can keep adding team members until the team is completed.

To remove an agent, simply select the three dot action button associated with that agent and select Remove.

Editing A Team Information

You can easily edit a Team's Information.

From the Team Dashboard, select the Team that you need to edit to get to the Team's Details page.

Select the Show Preference drop down link to see the Team Information that was entered when the Team was created.

You can change any of these fields.

Once your changes are complete, Hit the blue Save button.

Setting Team Goals

You are able to put in Team Goals. This is helpful for when you are utilizing the Transaction Software of ClientBAY so you can keep track of how well the team is performing.

Select the Team you are wishing to set goals for from the Team Dashboard.

Then select the Goals tab along the top of the screen.

Fill in the Team Goals and then press the Save button in the upper right hand corner.

Once the goals have been saved, if you need to make any changes, you can do so and then press the Recalculate button and then the Save button.

To see percentage breakdowns and YTD stats on the Team Goals, select the Print button in the upper right hand corner.

This will populate a screen that you can download and print that will show you the Team goals and their YTD percentage of completion of that goal.

Creating the Team Website

Select the Settings icon in the upper right hand corner of ClientBAY and then select Domains. This will take you to your Domain Dashboard.

In the upper right hand corner, select +New. This will take you to the Domain creation screen. 

• SiteType - This is what the website will be designed for. Since we're creating a team select "iQ Web Agent Team Website"
• Associate - Here you will choose who the domain belongs to. This will be the profile it displays, and it will pull settings from the profile as well.
  
  • Since we're creating a team website, there will be another field titled "Team". In that field you will select the team that the domain will belong to.
• Domain Name - This will be the domain name that displays in the URL. If you are creating an agent/team site, the domain should have the brokerage site in its name. For example, if the brokerage was named realistiq.com, you would type something like: kristian.realistiq.com. DO NOT type "www." or "http".
• Force SSL - If you bought an SSL certificate you can force the domain to use it. SSL is used to have secure connections when browsing the web. 
• Site Name - This is what title of the page will be. Example: Vegas Real Estate - Coldwell Banker
• City - Type in the main city used.
• Template Name - This is the template/design that will be used on the website.  *This can be edited on the front end.*
• Template ID - This is the color of the template. Examples: cbblue, blueice, green, orange. *This can be edited on the front end.*
• Default MLS ID - This is no longer used, and is deprecated. The website gets MLS information from the "Office ID List" field.
• Office ID List - This is what offices are going to be tied to this domain, it will pull the MLS information from these offices. Be sure to select every office that the team members belong to. 
• Office Listings First - This will show office listings first, and IDX listings last. 
• Search All MLSIDs - If this is set to no, the website will not show/pull any IDX listings. 
• Lead Sources - The fields between "Search All MLSIDs" & "For Sale Registration", are all related to the lead sources you want to use. 
• For Sale Registration - This field will force leads to make a property watch account, when viewing listings. 
  
  • Offer: will only ask once per visit to the site, and allows the lead to close it.
  • Nag: will show per viewed property, and allows the lead to close it. 
  • Forced: will show per viewed property, does not allow the lead to close it. 
• Market Analysis Registration - This field will force leads to make a property watch account, while on the "Whats my home worth" page. 
• Analytics Data - Here you can input multiple google analytics codes to keep track of the lead/people visiting your site. Example: UA-12345678-1
• Property Types - Allows you to filter property types.
• SMS Keyword -  This is used if you have our SMS feature, and allows leads to view properties by texting this keyword.
  

Once you are finished, press Save.

• 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 ...

• Transaction Reporting for Teams

  Many of our Transaction Reports can be filtered based on teams. Therefore it is important to enter team information into your transactions accurately so that your Reports are accurate as well. When an agent who is part of a team is added to a ...

• ADMIN: Managing Your ClientBAY Users

  As an Admin, you can manage your Agents and Users within the ClientBAY platform. Simply select the User Management tab on your left hand side menu and then select Users. This will take you to your User Management Dashboard. Adding an Agent To ADD an ...

• 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 ...

• ADMIN: Creating and Managing a Company Blog

  As Admin, you can create and manage a Company Blog that not only can be displayed on your Brokerage website, but for the agent's to be able to utilize on their Agent Websites as well. Creating a Company Blog To create a new blog, Select the Settings ...