ClientBAY
ADMIN: Dashboard Display Settings
As Admin, you have the ability to adjust the ClientBAY Home Dashboard display settings to create a more unified brand experience for your users. This includes setting default colors for the widgets a user can have on their Home Dashboard and ...
ADMIN: Listing Tags
Listing Tags are tags that you can create and manage that your agents can use to attach to their listings. This makes it so that when visitors to their website search that tag (think keyword), the listings that have that tag associated with them will ...
ADMIN: User Website and Internal Tags
As Admin, you can create tags that you can attach to your users and website. Internal Tags is a great way for you to categorize your users into groups. Some companies use tags like "Luxury Agent" or "Farm and Ranch Specialist". This gives you a quick ...
ADMIN: Creating an RSS Feed Widget for Your ClientBAY Home Dashboard
As Admin, you have the ability to create a RSS widget to display for all users on their ClientBAY Home Dashboard. To do so, Go to your settings icon in the upper right hand corner Select Custom Widgets under Dashboard. This will take you to where you ...
ADMIN: Website Display Bulk Settings Overwrite
As Admin you can bulk overwrite certain website display fields for selected listings. To do this: Go to your Listings tab on your Left Hand Side Menu and then select Listings Select the listings that you need to set the Overwrites for by selecting ...
ADMIN: Commission Field Label Display
As Admin, you have the ability to change the verbiage for the Commission Fields Display that appears on your company websites. To Edit the Field Label Displays: Select the Settings icon from the upper right hand corner of ClientBAY. Select Field ...
Changes in Listing and Buyer Procedures in ClientBAY
Includes Websites and CRM With the removal of buyer agent fees from the MLS, clients have asked for their websites to provide buyer compensation information. Here is what you can expect from Back At You: A New Website Display of “Buyer Commission”: ...
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 amazing benefits of Lead Routing within ClientBAY is that you have the ability to create and customize lead sources, and promote those lead sources on your brokerage website with a form that you have control over. Creating Custom Lead ...
ADMIN: Accessing Your SocialBAY Parent Account
The Parent SocialBAY Account is where you will go to help manage SocialBAY for your brokerage and for your users. It is also where you can access things such as the Network Scheduler, Recruitment Landing Pages, and the overall settings for your Agent ...
ADMIN: Office Location Custom Fields
f you want to create custom fields to keep track of additional information in your Office Locations Details Tab, you can do so. Go to the Settings Icon in the upper right hand corner of ClientBAY. Select Office Custom Fields from the Company Section. ...
ADMIN: Vendors
You can set up Vendors to either be displayed on your website or have available to be notified in Lead Sources when leads come in. For more information about using the Vendor Notification section with Lead Sources click HERE To set up a new vendor, ...
ADMIN: How to Manually Add a Listing
How to Manually Add a Listing As Admin, you have the ability to manually add listings to your listing dashboard. To do so, go to your Listings tab on your left hand side menu and select Listings to go to your Listings Dashboard. Once your listing ...
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 Level vs Access Groups: Access level and access groups help you control which items within the system individuals have access to upon logging in. Access Levels Access Levels are as follows: None: Has no access to the ClientBAY system. Setting ...
ADMIN: Creating Custom Fields for the Company Roster
As Admin, you are able to create custom fields for your Company Roster. To do so, select the User Management tab on your left hand side menu and then select Custom Fields. This will take you to a screen where you can see any Custom Fields you have ...
ADMIN: Allow Another Admin to Act As You
Admin are able to Act As other agents to see what they see in their ClientBAY account, however, they are not able to Act As other Admin unless special permission has been granted. To grant another Admin the ability to Act As you, select the My ...
ADMIN: Creating Company Content
As Admin, you have the ability to create print and email content that can be used by the agents and the rest of the company. To Create Company Content Go to your Settings icon in the upper right hand corner of ClientBAY. Select Content under the ...
ADMIN: Reviewing Your Do Not Send List
If a person has requested to be on the do not send list for your eMarketing drip campaigns, you can see them all in one place for all users. Go to your Settings icon in the upper right hand corner of ClientBAY. Select Company-wide Email Campaigns ...
ADMIN: Agent Reports
As Admin, you are able to run reports based on Agent Information. To access these reports, Select your Reports tab on your left hand side menu. From your Reports Dashboard select Agent Activity. This will open a screen where you will see all the ...
ADMIN: Adding Company Images
Adding Company Images You are able to add images to the Company Images Library so your agents can use the images on their agent website and in their marketing. To do this, select the Files tab. This will open up your Files Dashboard and from the tabs ...
ADMIN: Automatically Attaching Listing Action Plans to a Listing
You can have a Listing Action Plan automatically attach to any New Listing that comes into the system or any Listing that gets a Price Reduction. To Auto Attach Listing Plans Go to your Settings icon in the upper right hand corner of ClientBAY. ...
ADMIN: Listing Action Plans
You can create Listing Action Plans for your Agents to utilize on their listings. A great example of one of these would be a New Listing Action Plan so your agents have a path to follow whenever they get a new listing. To create a Listings Action ...
ADMIN: Attaching a Lead Action Plan to a Status Code
You are able to attach a Lead Action Plan to a Status Code so that any Lead in the system with that Status Code will get put on this Action Plan. To Add an Action Plan to a Status Code Go to your Settings icon in the upper right hand corner of ...
ADMIN: Contact and Lead Action Plans
A Contact and Leads Action Plan is an Action Plan that you can attach to Contacts and Leads. Action Plans are a series of events, automated emails, follow-up requests, etc., that will help your agents keep track of everything they need to do for a ...
ADMIN: Coordinator Groups
A coordinator group is a designated group of people. These groups are great to utilize within those Agent Onboarding and Agent Retention Action Plans when assigning certain Action Plan items. To Build A Coordinator Group Select the Settings icon in ...
ADMIN: Attaching Agent Action Plans to Agents
There are a couple of ways you can attach Agent Action Plans to your Agents. The first way is through your User Management Tab. When you are on your User Management Dashboard, select the Agent that you want to attach the Action Plan to. Select the ...
ADMIN: Creating Agent Action Plans
Only Admin and Staff are able to create and use and see these Action Plans. These are great to utilize for Agent Onboarding as well as Agent Retention. To create an Agent Action Plan Select the Settings icon in the upper right hand corner of ...
ADMIN: Creating Company Drip Marketing Campaigns
As Admin, you are able to create company wide Drip Marketing Campaigns for your agents to utilize. Drip Marketing Campaigns are a series of emails that automatically go out to selected recipients. When creating Drip Marketing Campaigns as Admins, you ...
ADMIN: Marketing Disclaimers
Certain franchises and MLSs want disclaimers on marketing pieces and you are easily able to do this in ClientBAY. To Set Your Marketing Disclaimers; Select the Settings icon in the upper right hand corner of your ClientBAY. Select Office Locations ...
ADMIN: Creating Company Calendars
Creating Company Calendars You can create calendars for the company in the ClientBAY platform. This is a great tool to use to remind agents of upcoming events in the office, like Sales Meetings, CE Classes, etc. Select your Settings icon in the upper ...
ADMIN: Lead Status Codes
Lead Status Codes are preset by the Admin. To add a Status Code Select the Settings icon in the upper right hand corner of ClientBAY. Select Contact & Lead Status Codes under the Contacts & Leads Section. This will bring up your Status Code Dashboard ...
ADMIN: Lead Management
Lead Management As Admin, you have access to a Lead Management Tab on the left hand side navigation menu. When you select that, it will take you to a screen where you can either select Dashboard, or Leads along the top. Both tabs allow you as admin ...
ADMIN: Company Custom Fields CRM
As Admin, you have the ability to create custom fields that you want to appear within the CRM system. These fields will appear under the Contact Details section of a contacts CRM entry. To Create CRM Custom Fields Select Contacts from the left hand ...
ADMIN: Access Groups
Access Groups As Admin, you have the ability to add and edit Access Groups. To do so, select your Settings icon in the upper right hand corner of ClientBAY. Once your Admin Settings Dashboard loads, select Access Groups under the Company section. ...
ADMIN: Community Pages
Community Pages As Admin, you have the ability to create community pages to feature new builders and master plan communities. These are pages, that once they are built, you can display on your website to promote available communities in your area. ...
ADMIN: Creating and Managing Teams in ClientBAY
As an Admin, you have the ability to create, edit and maintain teams within ClientBAY Creating a Team Entry in ClientBAY To Add a New Team: Select the Settings icon in the upper right hand corner of ClientBAY. Select Teams under the Company Category. ...
ADMIN: Files
Files Beta is now live! To learn more about the new, upcoming Files Experience in ClientBAY click here! You have the ability to utilize online File Storage and Sharing within ClientBAY. If you select Files on your left hand side menu you will be ...
ADMIN: Managing Your Office(s) Information
You can manage your physical offices within ClientBAY. To do so, go to the Setting icon in the upper right hand corner of ClientBAY and select Office Locations under the Company section. On this screen will show your office or offices, you are ...
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