How can I keep track of activity/contact with my leads?

Please follow the steps below;

1. Go to https://homebase.sutton.com/
   
2. Enter your Sutton email and password
   
3. Click "Apps and Tools"
   
4. Click on "Social Media" app

1. Click the Leads tab on the left of your SocialBAY.
   

1. You can add a quick note by simply clicking Called Lead, Emailed Lead, Texted Lead. 
   
2. If you'd like to leave some more detail, just type notes in the blank space under "Add a Note" and click Submit Note.

For more information, Click here

• Related Articles

• How to track your Contact and Lead Activity on your Home Dashboard of ClientBAY? (Contact Activity Widget)

  To view your Contact Activity widget, just simply log into your ClientBAY account; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Please click the "HOME" icon on the left after logging in. On the right, you ...

• Sutton ClientBAY-CRM ticket - How do I add a contact to a campaign? (Email Drip Campaigns)

  Please follow the steps below on how to add contact to a campaign; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Before you start creating your campaign, we ALWAYS recommend that you create your content ...

• How to keep emails confidential in Sutton email?

  Zoho Mail has introduced a new feature called SecurePass Email that provides secure sharing of sensitive information through email. To prevent clients from forwarding, downloading, or printing your content, you can secure it with a passcode and ...

• Sutton ClientBAY-CRM ticket - Can I share a contact?

  You are able to share your contacts with select members in ClientBAY if you would like. To do so just follow these steps: Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click on "Contacts" on your left ...

• How To Delete Contacts in ClientBAY?

  Please follow the steps below on how to delete contacts in ClientBAY; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click on "Contacts" on your left navigation bar. Click on My Contacts/Leads. CHECK the box ...