CRM
How can I Add Testimonials?
You can add your testimonials to your Back at You ClientBAY account and either store them or display them on your website! Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click Marketing on the left-hand side ...
How to Create Content in ClientBAY?
Please follow the steps below on how to create content in ClientBay; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Select the Marketing tab On the left-hand side of your screen and then click Content. This ...
How to Complete Your Profile in ClientBay-CRM?
Please note: To complete your profile information in ClientBay (ex. Profile Photo, Name, Address, Phone number, email addresses, and Agent Bio), you must need to add and update those information from Homebase before it gets sent to ClientBay within ...
How to add Zillow, Testimonial Tree and RealSatisfied Reviews to your ClientBay-CRM Profile?
Please follow the steps below; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Select the "My Account" button in the upper right hand corner of ClientBAY. Then, select View Profile. Select the Preferences tab ...
How to order postcards through ClientBAY?
You can order postcards through ClientBAY The minimum order is 25. Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Select the Marketing tab and then Print Orders. Select "Print the Orders" Select the "+Order" ...
How to add listing in your Back at You ClientBAY account?
Please follow the steps below on how to add listing in Back at You ClientBAY; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click "Listings" tab on your left hand side menu Select "Listings" tab Click the + ...
Sutton ClientBAY -CRM - How to Share Your Listing on Social Media?
Please follow the steps below on how to share your listings on Social Media; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click "Listings" tab on your left hand side menu Select "Listings" tab Click the ...
How to edit listing in your Back at You ClientBAY account?
Please follow the steps below on how to edit listing in Back at You ClientBAY; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App From the main Home dashboard, click on Listings. Select the Listing you would like ...
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 ...
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 ...
How to Upload Contacts to ClientBay?
Please follow the steps below on how to upload contacts to ClientBay; Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App Click on "Contacts" on your left navigation bar. You can upload contacts in two ways: add ...
How can I make use of "To Do" Widget on my ClientBAY Home Dashboard?
With ClientBAY's To-Do widget, you can now easily keep track of your day as well as add new follow up items. Go to https://homebase.sutton.com/ Enter your Sutton email and password Click "CRM" App On the left side, kindly click "HOME" The "To Do" ...
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 ...