ClientBAY
ADMIN: Act As Feature
? Using the "Act As" Feature As an Admin, you can "impersonate" your agents to see exactly what they see in their individual ClientBAY accounts. This is the best way to provide hands-on support or verify that an agent's dashboard is set up ...
ADMIN: Mastering Quick Links
? Mastering Quick Links Quick Links transform ClientBAY into a true "one-stop shop" for your team. By adding external resources directly into the platform, you save time and keep your agents focused. You can find the Quick Links button at the top ...
ADMIN: Resolving Unassociated Listings
? Resolving Unassociated Listings If an agent reports that their listings are missing from ClientBAY, it is usually because the listings are unassociated. This typically happens when there is a name mismatch between the MLS and ClientBAY (for ...
ADMIN: Managing Your ClientBAY Users
? Managing Users in ClientBAY As an Admin, your User Management Dashboard is the central hub for onboarding, tracking, and organizing your team. Access it by selecting User Management on the left-hand menu. ➕ Adding a New Agent or User Click the + ...
ADMIN: How do I get leads from lead router to ClientBAY?
? Connecting LeadRouter to ClientBAY Follow these two simple steps to redirect your LeadRouter traffic into your ClientBAY dashboard. ? Step 1: Identify Your Unique Lead Email Address Before contacting support, you need to know exactly where the ...