Exploring the Back At You Navigation Menu

Exploring the Back At You Navigation Menu

🚀 Exploring the Back At You Navigation Menu

We've upgraded the left-hand side navigation menu in Back At You to group your most essential tools logically, making it easier than ever to manage your business.

Below is a breakdown of the updated menu options and the powerful features you'll find under each one.


Dashboard - Takes you directly to your personalized Back At You Home Dashboard. You can learn more about how to customize your Home Dashboard by clicking here

Contacts - Access your CRM Dashboard for complete contact management. Click here to learn more about your Back At You CRM Experience.

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

Calendar - Manage your day-to-day schedule and view any company-created calendars in one spot. To learn how to utilize this feature, click here.

Files - Utilize your online storage for your personal files and images, as well as shared company assets. To learn how to take advantage of your Office 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 for your campaigns, and access your Campaign Manager to create drip email campaigns.

Neighborhood Notify -This section houses 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 - Quickly find a Realtor in your brokerage, including 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:







    • Related Articles

    • Back At You Voice Report

      ? Running Your Back At You Voice Reports If you are using the Back At You Voice feature, these reports are essential for tracking your communication and lead engagement. Follow these steps to generate and manage your data. ?️ How to Generate a ...

    • Add a Menu Item

      ?️ Menus Your website menu is the roadmap for your clients. While Back At You provides a solid default menu—including Home, For Sale, House Value, and Contact Us—you have the power to fully customize the experience. ? Getting Started To begin, ...

    • ADMIN: Turn Back At You Social on for New Agent

      If you have Back At You Social included in your platform, anytime you add a new agent to your roster, you will need to turn on their ability to access it. To review adding a new agent to your roster, click here. Once you have saved and added that ...

    • Admin Session: Back At You Dashboard Operations and CRM Overview

      Back At You Admin Session 1: Basic Operations and CRM Overview Congratulations on completing your First Manager Training! To ensure your system is fully configured and ready for action, please review and complete the items in the checklist below ...

    • Master Your Listing Reports in Back At You

      ? Master Your Listing Reports in Back At You Communication is key! In Back At You, you can generate professional reports to keep your sellers informed or to gain quick, high-level insights into your active listings. ? ? How to Browse Available ...