ClientBAY Admin Onboarding
DASH Listing API - Linking an Agent
To use the Listing API to send Listings to DASH, you will need to link your Agent to their Profile in DASH so that the agent's listings transmit correctly. Follow the steps below to link an Agent's Profile. This is for Anywhere clients only. Note: A ...
Admin Session: Websites, Listings and Leads
Back At You Admin Session 3: Websites, Listings and Leads You have now finished Session 3 of our Manager Series Here is the checklist that we suggest you complete. As always, let us know if you have any questions. Websites Login to Your Brokerage ...
Admin Session: ClientBAY Marketing and Action Plans
Back At You Admin Session 2: ClientBAY Marketing and Action Plans Congratulations on completing your Second Manager Session. Here is the checklist of items that we suggest you start on: Marketing Build out any Company Content Build out any Contact ...
Admin Pre-Launch Information
AGENT PROFILE SETUP Your agent roster has been uploaded. The next step is to identify which users should be visible on your company website, and then upload photos. Any staff with “admin” access can manage the agent and user profile edits using the ...
Admin Session: ClientBAY Dashboard Operations and CRM Overview
Congratulations on completing your First Manager Training. Here is the checklist that we suggest you should complete before we move on to the next session. As always, let us know if you have any questions! In Your User Management Tab Upload Agent ...