Contacts / Leads
Lead User vs. Lead Owner
Depending on how your company has their lead rules set, you might be able to change the user and/or the owner of a lead within your CRM. Lead Owner - Being the Owner of a lead means that you own that lead and can assign users to the lead if needed. ...
Upload Contacts
You can upload contacts to your ClientBAY CRM in two ways: 1) Add contacts individually or 2) Import a list of contacts (a.k.a. Bulk Upload your Contact List). ADDING CONTACTS INDIVIDUALLY To start adding contacts to your CRM individually: Click on ...
Merging Contacts
If you need to merge two contacts together in your CRM into one Contact, you can do so. On your CRM Dashboard, select the Contact that you need to merge by clicking on it. When the Contact Detail's screen opens, select the three dot action button ...
Purging Contacts
You are easily able to purge your duplicate contacts in your CRM. From your CRM Dashboard, select the More Actions drop down menu in the upper right hand corner and then select Purge. This will open up the Contact Management Purging walk through. ...
Leads Report
Leads Reports are designed to help you create Reports based on your Lead Data. To access your Leads Report; Go to your Reports tab on your left hand side menu. From your Reports Dashboard select Lead. This will populate your Leads Report Dashboard ...
Creating and Utilizing Tags (Previously Known As Contact Types)
Tags (previously known as Contact Types) are a great way to keep your contacts and leads organized. You are easily able to create and add multiple Tags to a contact or lead and they come in useful when it comes to sending out eMarketing from the ...
Customer Relations Frequently Asked Questions
Customer Relations Frequently Asked Questions Can I upload a list of contacts? Yes! You can upload a CSV file of contacts. To learn more about how to do this see this article on Uploading Your Contacts. Do my contacts sync with Google (Outlook)? At ...
How To Delete Contacts
You can remove contacts by deleting them one at a time or all at once. Go to your CRM Dashboard by selecting Contacts on your left hand navigation menu. Select the three dot action button next to the contact you want to delete and select Delete. To ...
Exporting Contacts and Leads
You have the ability to export your contacts and leads out of ClientBAY. Please note that exporting your contacts and leads does not delete them from ClientBAY. To start, go to your main contact dashboard by selecting your Contacts tab on the left ...
Creating Labels (Using Label Merge)
Creating Labels Select Contacts from your left hand side navigation menu to open up your CRM Dashboard Select the More Actions drop down menu in the upper right hand corner and then select Create Labels This will open up the Contact Management Label ...
Set Up Property Watches
You are able to set up a property watch for your clients through your Back At You ClientBAY account. The benefit of doing it through our system versus through MLS is that you can see a collection of the client's actions in one place. We keep track of ...
CRM Custom Fields
Need to include additional information for your contacts? Easy! You can add custom contact fields that will allow you to add additional information into your CRM. Click Contacts from your left hand side navigation menu. This will take you to your CRM ...
Leads
What is a lead? A lead is a contact coming into your CRM from an outside source. Leads can come from agent websites, open house sign-in sheets, or you can forward in leads using your forwarding lead address. To forward outside leads directly into ...
Sharing Your Contacts
You are able to share your contacts with select users in ClientBAY if you would like. This is great for teams. When you share your contacts with another member of your team, you are sharing ALL of your contacts with them. Share Contacts To do so just ...