{"id":263,"date":"2023-06-21T16:04:00","date_gmt":"2023-06-21T16:04:00","guid":{"rendered":"https:\/\/teamjuncture.com\/edu\/?post_type=lesson&p=263"},"modified":"2023-06-21T16:04:00","modified_gmt":"2023-06-21T16:04:00","slug":"creating-a-property-watch-in-clientbay","status":"publish","type":"lesson","link":"https:\/\/teamjuncture.com\/edu\/lesson\/creating-a-property-watch-in-clientbay\/","title":{"rendered":"Creating A Property Watch In ClientBay"},"content":{"rendered":"
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 how your clients are interacting with your website!<\/div>\n
<\/div>\n
To set up a\u00a0Property Watch<\/b>, go to\u00a0Contacts\u00a0<\/b>on your left hand side menu to get to your CRM Dashboard.\u00a0Select the contact you would like to set up a property watch for.<\/div>\n
This will open the main edit contact screen.\u00a0 Go to the\u00a0Property Watch<\/b>\u00a0tab. * If you have not created a My Portal account yet, you can easily click to create a portal account for your contact.<\/div>\n
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  1. Click the green button to create the portal<\/li>\n
  2. This enables your customer to login to your website and create their own searches, edit your searches, or save and view properties.<\/li>\n
  3. Choose if you would like the welcome email with the login information sent to the client.\u00a0 The user id auto-fills from the contact information and the system will auto-generate a password. Click\u00a0Create<\/b>\u00a0to create their account.<\/li>\n<\/ol>\n
    Once you have created the portal, you can set up your first watch for the client.\u00a0 You will see a green\u00a0CREATE A WATCH<\/b>\u00a0button. Click to begin.<\/div>\n
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    1. To start,\u00a0name your watch<\/i>\u00a0in a way that is descriptive. This is something that is visible to the seller so be sure to name it in a way that is beneficial to your relationship.<\/li>\n
    2. Choose if you want email updates sent to your client<\/li>\n
    3. Choose if you want status changes, reduced prices, open houses, or any combination of the three sent.\u00a0 Click on the button to\u00a0Select or De-select options.\u00a0<\/i><\/li>\n
    4. *If you choose NOT to send email updates you will not see the email user line<\/li>\n
    5. Select the property type, price and style<\/li>\n
    6. You can also select the status of the property, as well as set parameters for the size, acreage, and other details of the listing<\/li>\n
    7. Listings are pulling direct from MLS<\/li>\n
    8. ou can create as many searches as you would like so that each search can be property specific<\/li>\n
    9. There are additional filters that include location requests, or other property features.\u00a0 To add specific locations,\u00a0 click on the button to the right of the information you wish to add and select the filters.<\/li>\n
    10. You must filter the listings down to LESS THAN 100.\u00a0 You know how many are in your search by the gauge in the lower corner.<\/li>\n
    11. Once you have selected all of your criteria, click\u00a0Next.\u00a0<\/b>\u00a0This will take you to the send properties screen.<\/li>\n<\/ol>\n
      You have the choice:<\/div>\n
        \n
      1. Select individual properties to send<\/li>\n
      2. Select send all matched properties OR<\/li>\n
      3. DO NOT send property watch email at this time (this makes the watch available in the portal but the client doesn\u2019t get an email about it)<\/li>\n<\/ol>\n
        Once the watch is created you will see the watch, as well as the individual properties on the property watch tab.<\/div>\n
        To add additional watches to a client, click on the\u00a0+ button<\/b>\u00a0in the upper right corner of the property watch tab.<\/div>\n
        Once you have added all the watches you would like to a client, click on the\u00a0Close<\/b>\u00a0button to exit and go to the main\u00a0Customer Relations\u00a0<\/b>dashboard.<\/div>\n","protected":false},"excerpt":{"rendered":"

        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 how your clients are interacting with your […]<\/p>\n","protected":false},"author":1,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pmpro_default_level":""},"_links":{"self":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/263"}],"collection":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson"}],"about":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/types\/lesson"}],"author":[{"embeddable":true,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/comments?post=263"}],"version-history":[{"count":1,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/263\/revisions"}],"predecessor-version":[{"id":264,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/263\/revisions\/264"}],"wp:attachment":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/media?parent=263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}