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Admin Session: ClientBAY Dashboard Operations and CRM Overview
Congratulations on completing your First Manager Training. Here is the checklist that we suggest you should complete before we move on to the next session. As always, let us know if you have any questions! In Your User Management Tab Upload Agent ...
Reports Overview
There are several types of Reports that you can run with your Back At You ClientBAY! Each one of these reports are designed with their own specific purpose to assist you and your business. To see what types of Reports you can run, select your Reports ...
CRM Overview
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 ...
Admin Session: Websites, Listings and Leads
Back At You Admin Session 3: Websites, Listings and Leads You have now finished Session 3 of our Manager Series Here is the checklist that we suggest you complete. As always, let us know if you have any questions. Websites Login to Your Brokerage ...
Showings Overview
? Mastering Showings with ClientBAY The ClientBAY platform provides a comprehensive Showing Management system. This tool allows you to set clear instructions, automate notifications, and provide professional activity reports to your sellers. ?️ ...