Your Left Hand Side Navigation Menu

Your Left Hand Side Navigation Menu

Your left hand side navigation menu in ClientBAY has had some upgrades!
Let's break it down!

Dashboard - clicking this will take you to your ClientBAY Home Dashboard. You can learn more about how to customize your Home Dashboard by clicking here

Contacts - clicking here will take you to your ClientBAY CRM Dashboard. Click here to learn more about your ClientBAY CRM Experience.

Messaging - create quick one off emails to your contacts and leads! Click here to learn more.

Calendar - manage your day to day business and see any company created calendars all in one spot. To learn how to utilize this feature, click here.

Files - your ClientBAY comes equipped with online storage for your files and images, as well as company files and images. To learn how to take advantage of your ClientBAY Files click here.

Listings - under this tab you can view your listings dashboard, manage your showings requests, and create open houses. 

Email Campaigns - manage and create content and access your Campaign Manager to create drip email campaigns.

Neighborhood Notify - this will house our NEWEST feature - Market Watch 

Automated Follow Up - Create your own Action Plans for your contacts, leads and listings as well as surveys here.

Other Tools - this is where you will find tools and features like blogs and testimonials.

QR Codes - create website and SMS QR codes in this tab.

eSign - Access your eSign Dashboard here. To learn more about how to use eSign, click here.

Financials - Here you can access your Real Estate Transactions (this is only visible to those who have our FinancialBAY Product) 

Reports - here you can access reports on your listings, campaigns, showings and more. Click here for a Reports Overview. 

Company Directory - need to quickly find an Realtor in your brokerage? Here you will see your company directory as well as contact information for your fellow agents. 


If you are an admin who uses the FinancialBAY portion of our platform, here is a video on the changes you will see:







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