Your NEW ClientBAY CRM
Your ClientBAY CRM just had a MAJOR upgrade!
What is new and improved?! Read below to find out!
YOUR NEW CRM DASHBOARD
We know that your relationship with your contacts and leads is key to your success! And it starts with a functioning CRM Dashboard.
Create your own views, change between a grid or list layout, sort with filters, and choose what columns are important for you to see on this dashboard.
You can add important information, like phone numbers and email addresses, straight on this dashboard - saving you that time to invest into other areas of your business!
Need to add a contact, manage your CRM tags (previously known as contact types), and create your own custom fields for your CRM?
No problem - you can do it straight from this screen as well!
CREATING A NEW VIEW ON YOUR CRM DASHBOARD
If you want to create different views of your CRM Dashboard that you can easily select so you can see what is important to you - you can!
Select +Add View
In the window that appears, give your new view a Name and press Save.
This will then create the view and pop you out to your CRM Dashboard where you can then start adding the columns that you want, take away the columns that you don't want to see and drag and drop them around. This will automatically save and then this is what you will see when you select that view from your Saved Views.
You can Delete, Duplicate or Edit a View by hovering over it and selecting the three dot action button associated with it.
ADDING A CONTACT
Adding a contact has gotten much easier.
Simply select the +Add Contact button
Enter in the information on the Contact from the window that appears.
Press Save and that person will then be added to your CRM!
To BULK UPLOAD a CSV file of your contacts, select the More Actions button at the top of the screen and walk through the Bulk Import Wizard.
EDITING A CONTACT OR LEAD DETAILS
You can add or edit information, like a phone number, to your contacts and leads straight from the CRM Dashboard OR you can select the three dot action button associated with that contact/lead and select the Edit option to be taken to that contact/lead details page.
Select the editing pencil to edit any contact/lead details.
This will open the contact details display up where you can add an image to your contact, update their status, change any information or add any additional contact information that you want to save.
Once done, press Save.
CREATING TAGS (previously known as Contact Types)
Tags, previously known as Contact Types, help you group and organize your CRM as well as streamline your marketing efforts.
To create tags, select the Manage Tags button in the upper right hand corner of your CRM Dashboard.
You can add new tags by selecting +Create New
You can edit or delete current tags by utilizing those buttons associated with each tag.
Common tags that we have seen are tags like: Luxury Client, Referral, First Time Home Buyer, etc.
USING TAGS
To add tags to your contacts and leads, simply select the three dot action button associated with the contact/lead and select Edit.
Once the contact/lead details load, scroll down until you see the Tags section in the lower left.
From the drop down menu select the tag, or tags, that you want to attach to this contact/lead.
You will then see the tags you have selected display in this section.
To remove a tag from a contact/lead, press the X associated with that tag.
CREATING CUSTOM FIELDS FOR YOUR CRM
If there are additional fields you want to add to your CRM, you can do so by CREATING CUSTOM FIELDS.
Select the Manage Custom Fields button in the upper right hand corner of your CRM Dashboard.
From the slide out that appears, select the +Add Section button.
This will create a new section where you can click on the pencil to edit the name of the new section.
Use the drop down menu in that section and select +Add Field to create the additional fields that you want to track information in.
To find the custom fields in your CRM, in a contact/lead record, simply scroll down on the activity tab and you will see a section titled Custom Fields.
When you click the pencil icon in this section you will then be able to fill out those new custom fields.
You will also be able to see what fields your company has created for you to utilize here on this screen, if any. You will not be able to edit or delete these custom company created fields.
ACTIVITY TAB
When you select the edit option for a contact/lead from the CRM Dashboard, you will automatically be taken to that contact/lead activity tab.
Here you can add and track notes, tasks, action plans and campaigns that will help automate communication with your client.
In the Activity Timeline widget, you can see all the historical activities that you or your client have taken over time.
LISTINGS TAB
Under the listing tab, you are able to create a portal account for your contact/lead to utilize on your agent website and set up a property watch for your buyers to see when they login to that portal account.
In the Saved Listings callout, you will be able to see any listings that they have saved from that property watch and can also add listings for them to see.
If you have a seller, you can easily add their listed property here in the Selling callout.
This will create a seller portal account for your seller on your agent website which will help you communicate with your seller past the point of taking the listing. To learn more about the Seller Portal, click here.
TRANSACTIONS TAB
In the Transaction tab, you can utilize the Last Transaction Section to enter in the last known buying/listing closing dates and addresses here.
This becomes very useful if you are creating a drip email campaign to send out home anniversary emails for example.
To edit anything in this section, simply select the pencil button and fill in the needed information. Be sure to press Save when done!
Below that, if you are utilizing our FinancialBAY software, you can start a transaction, and see a list of your current and past transactions as well.
To start a transaction select the +Create Transaction button and walk through the steps your company requires you to fill out for transactions.
ATTACHMENTS TAB
Here you can attach files and documents to this contact/lead to save.
BONUS - you can create folders to help keep you even more organized!
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