ClientBAY
ADMIN: Halting Leads
You have the ability to halt an agent from getting any brokerage leads. Select the User Management Tab and then select Users. This will take you to your User Dashboard Select the agent you want to halt leads for. When their agent details screen ...
ADMIN: Act As Feature
As Admin, you are able to Act As your agents to see what they are seeing in their individual ClientBAY accounts. To do this, click your Account Button in the upper right-hand corner and select Act As. In the window that appears, select which agent ...
ADMIN: Quick Links
Quick Links are a great tool to utilize to really make ClientBAY a one-stop shop for your agents. Your Quick Links button is located at the top right of your screen and you are able to add any outside link that you would like in here. To add a ...
ADMIN: Unassociated Listings
If you have an agent who can not see their listings in ClientBAY - it is most likely because their listings are unassociated Typically we see this happen when an agent has a different name in the MLS than what they have in ClientBAY (i.e. Will Jones ...
ADMIN: Managing Your ClientBAY Users
As an Admin, you can manage your Agents and Users within the ClientBAY platform. Simply select the User Management tab on your left hand side menu and then select Users. This will take you to your User Management Dashboard. Adding an Agent To ADD an ...
ADMIN: How do I get leads from lead router to ClientBAY?
Getting leads from lead router into ClientBAY. Step 1: Get your lead email address If you are a broker, your leads email address will be leads@officedomain.com The officedomain is the domain you go to to log into ClientBAY. If you are an agent, your ...