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Getting Started
CRM
IDX Website
User Community
Mobile App
What's New!
Getting Started
Chime Agent User Setup & Training Guide
Chime Team Owner/Admin Setup & Training Guide
Chime CRM-Only Package Setup
Register for Chime Webinars
Enterprise Edition Introduction
Being a Lender with Chime
See all 6 articles >
CRM
Account Settings
User Preferences
Log In to your Chime Account
Complete your Chime Profile, Email Signature
How to reset your Chime password
Add an additional email address to receive new lead alerts
How to use Custom Fields
See all 6 articles >
Team Management
In-Depth: Round Robin & Next Up
Lead Routing Notifications
Lender Lead Routing Rules
Agent Lead Routing FAQ
Lead Routing Logs
Add or Remove Team Members on Chime
See all 13 articles >
Reporting
Activities Timeline
Performance by Agent (Reporting)
Business Summary (Reporting)
Marketing Source Analysis
Email Accountability (Reporting)
Site Traffic Report
See all 7 articles >
Lead Management
Lead Import (via Google Contacts)
Agent to Agent Lead Collaboration
Add a Lead
Lead Pond
Lead Organization with Filters
Lead Organization with Tags
See all 19 articles >
Lead Nurturing & Automation
Transaction Management Documents
Email Subscription Status
Chime COVID-19 Outbreak Resources
@chime.me Email Address
Email and Smart Plan Variable Definitions
Set Up the Welcome Email
See all 22 articles >
Notifications
Dashboard Announcement Board
My Vs. Team Dashboards
Chime Notifications
Opportunities
See all 4 articles >
Tasks and Appointments
Transaction Management Checklists
Task Management
Appointments
See all 3 articles >
AI Assistant
About the Chime AI Assistant / AI Chatbot
Adding the AI Assistant / Chatbot
AI Assistant / Chatbot Setup Process
AI Assistant / Chatbot Qualification Process
AI Assistant / Chatbot FAQ
AI Assistant / Chatbot Billing
See all 6 articles >
Call and Text Packages
Getting Started with a Virtual Number
Port Out Number(s) from Chime
Port In Number(s) to Chime
Dialer Best Practices
Lead Phone Number Validity
Three Line Dialer User Guide
See all 20 articles >
Integrations
Office 365 Email Integration
Ylopo Integration
Microsoft Teams Incoming Webhook Connection
Facebook Lead Form Ads + Chime Integration
PieSync Integration
Verse.io Integration
See all 21 articles >
Lead Capture
Facebook Landing Page Ads
Lead Source Logic
Campaigns Section - Chime Lead Capture Tools
Zillow Integration
Lead Capture/Email Parsing
How to Set Up Auto-Forwarding Rules in Gmail and Microsoft Exchange
See all 40 articles >
CMS Tool (New)
General
CMS Tool Versions (Original CMS vs. New CMS)
Add Subdomain(s) for Your Team Members
See all 2 articles >
Website Essentials
MLS FAQs
ADA Compliance
Website SEO (Search Engine Optimization)
How to Save / Restore Website Versions
Chime Lead Generation FAQ
Start your Chime IDX Website
See all 8 articles >
URL / Domain / SSL
Website SSL Certificates
Domain Configuration Guide
See all 2 articles >
Page Editor
Market Snapshot Page
Link Page
Blank Page
Affordability Calculator
Blog Page
Property Detail Pages
See all 20 articles >
Block Library
Market Snapshot Block
Blog Block
Video Block
Search Bar Block
Zoom Live Block (New CMS)
Facebook Live Block (New CMS)
See all 24 articles >
Listing Filter
Listing Filter Basics
Advanced Control Panel for Agent/Office Criteria
See all 2 articles >
Global Settings
Location Search Bar Settings
Listing Info Settings
Google Tag Manager
Bing Meta (Search Console)
Google Meta (Search Console)
Install Facebook Messenger (New CMS)
See all 15 articles >
Landing Pages
Landing Pages
See all 1 articles >
CMS Tool (Original)
Website Settings
Google Meta (Search Console)
Bing Meta (Search Console)
Customize the Website Favicon
Install Facebook Messenger (Original CMS)
Customize Website HTML
Edit the Website Navigation
See all 8 articles >
Home Page
How to Edit the Website Footer
How to change the theme color of your website
How to edit Chat Box
How to add partner links
How to Add/Edit Quick Searches/Links
How to edit the home page banner and search bar
See all 8 articles >
Listing / Buying Pages
Advanced Control Panel for Agent/Office Criteria
How to use Website Listing Filters
How to set up the map center on your website
How to choose the layout of the All Listings page
See all 4 articles >
Selling Pages
How to edit the Home Evaluation Page
How to Edit the Description for the Sell My Home Page
See all 2 articles >
Contact / About / Review Pages
How to Add Reviews
How to Add Multiple Team Leaders on Website
How to Add a Banner Image or Video to the About Page
How to edit an Agent's Photo
See all 4 articles >
Neighborhoods
How to Manage Neighborhoods on Your Website
See all 1 articles >
Blog Page
How to Manage the Chime Website Blog
Manage how the blog page will be opened
How to edit blog agent's information
See all 3 articles >
Landing / Custom Pages
Zoom Live Block (Original CMS)
Facebook Live Block (Original CMS)
YouTube Live Block (Original CMS)
How to Add Pocket Listings
Create/Edit Landing Pages
How to Build a Custom Page
See all 6 articles >
Mobile Apps
Chime Mobile App
Property Alerts & Market Snapshots from Mobile App
Merge Leads via Mobile App
Partial Lead Door Knock Feature
Download CHIME CRM Mobile App
How to Set Task/Appointment Reminders in the Chime Mobile App
How To Setup Chime Notifications on Your Mobile Phone
See all 10 articles >
Closely Mobile App
Introduction to Closely Mobile App
See all 1 articles >
Help & Troubleshooting
Chime Bank Support (Not Chime Technologies)
FAQ for Enterprise/Agent Account Movement
How to Contact Chime Support
See all 3 articles >
Video and Webinar Training
CRM + IDX Onboarding Training Videos
New CMS Training
Chime Team Training #1
Chime Team Training #2
Chime Team Training #3
See all 4 articles >
CRM-Only Onboarding Training Videos
CRM-Only Training #1 - Setup
CRM-Only Training #2 - Walkthrough
See all 2 articles >
Chime Feature Updates
Chime Feature Updates
Feature Updates for CRM 3.10
Feature Updates for CRM 3.9.0 and Site 4.14
Feature Updates for CRM 3.8.0 and Site 4.13
Feature Updates for CRM 3.7.0 and Site 4.12
Feature Updates for CRM 3.6.6 and Site 4.11
Feature Updates for CRM 3.6.5 and Site 4.10
See all 56 articles >
Chime Newsletters
June 2020
May 2020
See all 2 articles >
