ADMIN: Creating and Managing Teams in ClientBAY

ADMIN: Creating and Managing Teams in ClientBAY

๐Ÿ‘ฅ Managing Teams in ClientBAY: A Complete Guide

Overview: This guide walks Admins through the process of creating a real estate team, managing members, establishing a professional brand, and launching a dedicated team website.

๐Ÿ—๏ธ Step 1: Create a New Team

Before you begin, ensure all individual team members are already added to your Agent Roster.

  1. โš™๏ธ Access Settings: Click the Settings icon in the upper right-hand corner of your dashboard.

  2. ๐Ÿข Open Teams: Under the Company category, select Teams to view your Team Dashboard.

  3. โž• Start a New Team: Click the + New Team button in the upper right.

  4. ๐Ÿ“ Configure Details: Name the team, assign a Team Leader, and set your lead routing rules.

  5. ๐Ÿ’พ Save: Click Save to finalize. Your team will now appear on the dashboard!

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Step 2: Add or Remove Team Members

Keep your team roster up to date to ensure leads are routed to the right people.

  1. ๐Ÿ” Select the Team: Click on the specific team name from your dashboard to open the Team Details page.

  2. ๐Ÿ‘ค Add Members: In the Member box, start typing an agent's name. Select their name from the automatic suggestions.

  3. ๐Ÿ—‘๏ธ Remove Members: To remove an agent, click the three-dot action button (โ‹ฎ) next to their name and select Remove.

๐ŸŽจ Step 3: Team Photo and Branding

Make your team stand out by adding high-quality photos and logos to your marketing materials.

  1. ๐Ÿ–ผ๏ธ Upload Profile Photo: From the Team Details page, upload your Team Profile Photo. This serves as the primary profile image for the teams marketing.

  2. ๐Ÿ“ Upload Team Logos: Upload your logos to ensure your branding looks professional on any background:

    • Light Logo: Upload a version to be used on dark backgrounds.

    • Dark Logo: Upload a version to be used on light backgrounds.

  3. ๐Ÿ’พ Save Your Progress: Click the Save button in the upper right-hand corner to lock in your branding.

๐ŸŽฏ Step 4: Set and Track Team Goals

Keep your agents motivated by tracking their performance through the ClientBAY software.

  1. ๐Ÿšฉ Navigate to Goals: Click the Goals tab at the top of the Team Details page.

  2. ๐Ÿ”ข Input Targets: Fill in your desired production goals and click Save.

  3. ๐Ÿ”„ Update Stats: If goals change mid-year, edit the numbers, click Recalculate, and then click Save.

  4. ๐Ÿ–จ๏ธ Print Reports: Click the Print button to download a Year-to-Date (YTD) report.

๐ŸŒ Step 5: Create a Team Website

Give your team a dedicated online presence with a custom-branded domain.

  1. โš™๏ธ Access Domains: Go to Settings > Domains and click + New.

  2. ๐Ÿ–ฅ๏ธ Configure the Site: * Site Type: Select iQ Web Agent Team Website.

    • Associate & Team: Choose the Team Leader's profile and the specific Team name.

    • Domain Name: Type your web address (e.g., https://www.google.com/search?q=teamname.brokerage.com).

      ๐Ÿ’ก Tip: Do not include "www." or "http://" in this field.

    • Site Details: Enter your Page Title (e.g., Vegas Real Estate) and your primary City.

    • Design: Choose a Template Name and a Template ID (this sets your brand colors).

  3. ๐Ÿ  Link Listings:

    • Office ID List: Select all offices that your team members belong to. This ensures the correct listings appear on the site.

    • Lead Registration: Choose how often visitors are asked to sign up (Offer, Nag, or Forced).

  4. ๐Ÿ’พ Finalize: Once you have filled in your preferences, click Save.

    • Related Articles

    • ADMIN: Lead Management

      ? Lead Management Overview As an Admin, you have access to the Lead Management tab on the left-hand navigation menu. This area is divided into two primary sections to help you monitor and distribute leads across your brokerage. ? PLEASE NOTE: Your ...

    • ADMIN: Managing Your ClientBAY Users

      ? Managing Users in ClientBAY As an Admin, your User Management Dashboard is the central hub for onboarding, tracking, and organizing your team. Access it by selecting User Management on the left-hand menu. โž• Adding a New Agent or User Click the + ...

    • ADMIN: Creating Customized Lead Sources

      One of the most powerful features of ClientBAY is the ability to create, customize, and deploy lead sources directly to your brokerage website. By controlling the lead form, you ensure that the right data is captured and routed to the right team ...

    • 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 Session: ClientBAY Marketing and Action Plans

      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 ...