ClientBAY
ADMIN: Dashboard Display Settings
? Admin Guide: Customizing the ClientBAY Dashboard Display for Brand Uniformity As a ClientBAY Admin, you have the power to create a cohesive and professional brand experience by managing the default appearance of all user Home Dashboards. This ...
ADMIN: Managing Listing Tags
?️ Managing Listing Tags Creating a standardized list of tags allows for a more organized search experience for your clients and a more efficient workflow for your agents. ?️ How to Create New Tags Navigate to Listings: On the left-hand navigation ...
ADMIN: Managing User (Internal) and Website Tags
?️ Managing User & Website Tags As an Admin, you can use tags to categorize your team and highlight their expertise on your website. There are two types of tags: ? Internal Tags: Used for organization (e.g., "Farm & Ranch Specialist"). These help ...
ADMIN: Creating an RSS Feed Widget for Your ClientBAY Home Dashboard
? Admin Guide: Creating and Managing a Global RSS Feed Widget As a ClientBAY Admin, you have the ability to create and deploy a custom RSS Feed Widget that will display key external information (e.g., industry news, company announcements) directly ...
ADMIN: Website Display Bulk Settings Overwrite
Admin Power: Bulk Overwriting Website Display Settings As an Admin, you have the ability to manage the public appearance of multiple listings simultaneously. Use the Bulk Overwrite feature to control specific website display fields for a selection of ...
ADMIN: Commission Field Label Display
?️ Admin Guide: Customizing Commission Field Labels for Your Websites As an Admin, you can control the verbiage and visibility of the Commission Fields displayed on your external company and property websites. This is crucial for ensuring legal ...
ADMIN: Lead Routing in ClientBAY
As Admin, you can control how both Direct to User AND General Leads flow into your system. Direct To User Leads Direct To User Leads are leads that come from an agent's own site OR from their listing on the brokerage website. An example of a Direct ...
ADMIN: Missing Listings in ClientBAY
There are several cases in which your agents listing may not be populating in your ClientBAY account. 1. First, be sure that your agents lisiting is not in your Unassociated Listings gauge by following the directions HERE. 2. Second, if the listing ...
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 ...
ADMIN: Accessing Your SocialBAY Parent Account
? The Parent SocialBAY Account The Parent SocialBAY Account is your command center! ?️ This is where you manage SocialBAY for your entire brokerage and all your users. It houses exclusive tools that regular agent accounts cannot access. ? ...
ADMIN: Office Location Custom Fields
?️ Adding Office Custom Fields If you need to track specific information for your office locations that isn't included by default, you can create your own Custom Fields. ? Create a Field Group First, you'll need to create a "Group" to house your ...
ADMIN: Vendor Management
? Getting Started with Vendor Management How to Create or Edit a Vendor Access Settings: Click the Settings icon ⚙️ in the top-right corner of ClientBAY. Open Vendors: Under the Miscellaneous section, click the Vendor button and select the Vendors ...
ADMIN: How to Manually Add a Listing
? How to Manually Add a Listing As an Admin, you can manually enter listings into your dashboard if they aren't being pulled in automatically. ? Step-by-Step Instructions Navigate to Listings: On the left-hand menu, click the Listings tab and ...
ADMIN: Turn SocialBAY on for New Agent
If you have SocialBAY included in your platform, anytime you add a new agent to your roster, you will need to turn on their ability to access SocialBAY. To review adding a new agent to your roster, click here. Once you have saved and added that user ...
ADMIN: Access Levels vs Access Groups
? Access Levels vs. Access Groups Access Levels and Access Groups work together to control what your team can see and do when they log into the system. ? Access Levels (The Broad Categories) Access Levels are the main "roles" in your company. These ...
ADMIN: Creating Custom Fields for the Company Roster
? Creating User Custom Fields As an Admin, you can add custom data fields to your Company Roster. This is perfect for tracking extra details like emergency contacts, shirt sizes, or anniversary dates. ? Create a Field Group First, you need a ...
ADMIN: Allow Another Admin to Act As You
? Using the "Act As" Feature As an Admin, you can "Act As" agents to view the system exactly as they see it. This is a great tool for troubleshooting or helping an agent with their account. Note: By default, you cannot "Act As" another Admin. This ...
ADMIN: Managing Company Content
? Managing Company Content As an Admin, you can create standardized email and print materials that your agents can use in their own marketing efforts. ➕ How to Create New Content Click the Settings Icon ⚙️ in the upper right corner. Select Content ...
ADMIN: Reviewing Your Do Not Send List
? Managing the "Do Not Send" List If a contact requests to stop receiving eMarketing drip campaigns, ClientBAY keeps track of them in one central location. This allows you to monitor unsubscribes across the entire company. ? How to View ...
ADMIN: Agent Reports
? Running Agent Activity Reports As an Admin, you can generate detailed reports to track agent performance, activity levels, and team growth. ? How to Generate a Report Select the Reports tab on the left-hand menu. Click Agent Activity to see the ...
ADMIN: Adding Company Images
?️ Adding Company Images As an Admin, you can build an image library that your agents can access for their personal websites and marketing materials. Only those with Admin access can add and remove images from Company Images, but agents will be able ...
ADMIN: Automatically Attaching Listing Action Plans to a Listing
⚡Auto-Attaching Listing Action Plans You can save time by setting up Listing Action Plans to automatically attach whenever a new listing hits the system or a price is reduced. ⚙️ How to Set Default Plans Click the Settings Icon ⚙️ in the upper right ...
ADMIN: Listing Action Plans
?️ Creating a Listing Action Plan Listing Action Plans provide agents with a step-by-step roadmap for every new listing—from automated "Thank You" emails to reminders for ordering yard signs. ?? 1. Start Your Action Plan Select the Settings icon ...
ADMIN: Auto-Apply Action Plans to Leads
? Status Code Automation: Auto-Apply Action Plans Automate your follow-up by linking an Action Plan directly to a Lead Status Code. This ensures that any lead assigned that status (either manually or automatically) is immediately placed on the ...
ADMIN: Contact and Lead Action Plans
? Contact and Leads Action Plans A Contact and Leads Action Plan is a series of events, automated emails, and follow-up requests that help agents stay on top of everything they need to do for a lead. ?️ How to Create a Plan for the Company Select ...
ADMIN: Coordinator Groups
? Building Coordinator Groups A Coordinator Group is a designated group of people. These groups are great to utilize within Agent Onboarding and Agent Retention Action Plans when assigning specific Action Plan items. ?️ How to Build a Coordinator ...
ADMIN: Assigning Agent Action Plans
? Assigning Agent Action Plans Agent Action Plans are a powerful tool used to automate administrative tasks and reminders related to your brokerage staff. The most common use case is creating an Agent Onboarding Action Plan to ensure Admin staff ...
ADMIN: Creating Agent Action Plans
? Agent Action Plans Agent Action Plans are powerful tools designed specifically for Agent Onboarding and Agent Retention. These allow you to automate the process of welcoming new agents and ensuring existing agents remain engaged with the ...
ADMIN: Creating Company Drip Marketing Campaigns
? Company-wide Drip Marketing Campaigns As an Admin, you can create Drip Marketing Campaigns for your agents to utilize. These are a series of emails that automatically go out to selected recipients. ? Campaign Types You can create two different ...
ADMIN: Marketing Disclaimers
⚖️ Setting Marketing Disclaimers Certain franchises and MLSs require specific disclaimers on marketing pieces. You can easily set these up in ClientBAY to ensure all your office materials remain compliant. ?️ How to Set Your Disclaimers Select the ...
ADMIN: Creating Company Calendars
? Creating Company Calendars You can create calendars for the company within the ClientBAY platform. This is a great tool for reminding agents of upcoming office events, such as Sales Meetings, CE Classes, and more! ? Calendar Types There are two ...
ADMIN: Lead Status Codes
? Managing Lead Status Codes Lead Status Codes are preset by the Admin to help agents organize their CRM. These codes allow the team to track where a lead is in their journey (e.g., "New," "Showing Houses," or "Closed"). ➕ How to Add a Status Code ...
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: Company Custom Fields CRM
?️ Creating CRM Custom Fields As an Admin, you can create custom fields that appear within the CRM system for the entire company. These fields will be located under the Contact Details section of a contact’s CRM entry. ➕ How to Create CRM Custom ...
ADMIN: Access Groups
? Managing Access Groups As an Admin, you can create and edit Access Groups to define exactly what different members of your team can see and do within ClientBAY. ➕ How to Add an Access Group Select the Settings icon ⚙️ in the upper right-hand ...
ADMIN: Community Pages
?️ Creating & Managing Community Pages As an Admin, you can create beautiful Community Pages to feature new builders and master-planned developments. These pages act as a "hub" on your website where visitors can explore local neighborhoods, learn ...
ADMIN: Creating and Managing Teams in ClientBAY
? Managing Teams in ClientBAY As an Admin, you have full control over the creation, maintenance, and goal-tracking for every team in your brokerage. ?️ Step 1: Creating a Team Entry ⚠️ Important: You must ensure all individual team members are ...
ADMIN: Files
? File Storage & Sharing in ClientBAY Files Beta is now live! ? The new Files experience is designed to make document and image management faster and more secure. You can access the storage center by selecting Files from the left-hand menu. ?️ ...
ADMIN: Managing Your Office(s) Information
? Managing Office Locations In ClientBAY, you have full control over how your physical offices appear to the public. These details feed directly into your Company Website, ensuring your contact info and branding are always accurate. ✨ ? Accessing ...
ADMIN: Halting Leads
? Halting Brokerage Leads for Agents As an Admin, you have the authority to temporarily pause an agent from receiving any brokerage-generated leads. This is perfect for managing agents who are on vacation, medical leave, or in between projects. ?️ ...
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