Add Contact with Notes to Back at You

  1. After logging into Back at You, from left-hand menu navigation, select Customer Relations then select My Contacts / Leads

  2. In top-right hand corner, select New

  3. Complete contact fields - First Name, Last Name and Email then click Save (top-right hand corner)

  4. Complete additional detail fields - Status, Address, Display Name (salutation), Second Email, Significant Other, Children - the click Save (top-right hand corner)

  5. Scroll below additional details to add notes section, click Add a Note

 
 

Create a Personalized Resume / Stat Sheet

  1. After logging into Back at You, from left-hand menu navigation, select Marketing then select My Saved Content

  2. In top-right hand corner, select Add Content

  3. Select from the contact type dropdown - Company Template

  4. Then use search bar to narrow further by searching “Resume”, once found click Select underneath the appropriate template

  5. Click on text boxes to add copy

    • Add Bio

    • Add Awards and/or Education

    • Add Stats - Average Sales Price, Total Sales Volume, Average Days on Market

  6. Once you’ve completed your edits, in top-right hand corner, click Save & Print

  7. PDF will open, and you will print as you normally print PDFS

 
 
 
 

Print Marketing Plan Flyer (OR CB PREFERRED)

  1. After logging into Back at You, from left-hand menu navigation, select Files then select Documents Library

  2. From folder options, select Listing Presentation Assets, then select appropriate brokerage folder

  3. Click on Marketing Strategy Flyer CBH (or CB Preferred Flyer)

  4. Then use search bar to narrow further by searching “Marketing Plan”, once found click Select underneath the appropriate template

  5. PDF will open, and you will print as you normally print PDFS

 
 

Create a Sample Listing Flyer

  1. After logging into Back at You, from left-hand menu navigation, select Marketing then select My Saved Content

  2. In top-right hand corner, select Add Content

  3. Select from the contact type dropdown ClientBay Template

  4. Select from the category dropdown Property Flyer (select appropriate template category), once found click Select underneath the appropriate template

  5. Underneath category name, click Select Property

    • Using Property Search, begin typing listing address - pay attention for result pop-up as you type

    • Once you see correct listing in results, click on listing to select listing

    • Next, click on checkmark next to listing to continue with selected listing

  6. Click on text boxes to add copy

  7. Click image boxes to modify photos. You can select from existing uploaded images or images from your computer.

  8. Once you’ve completed your edits, in top-right hand corner, click Save & Print

  9. PDF will open, and you will print as you normally print PDFS

  10. Going forward, you can reuse this template for future listings by going into My Saved Content (under Marketing tab) and using the search bar to find content.