Introduction
This feature provides an option to sort and organize Chime users, even if they belong to different Enterprise groups. This is available to all Chime account types.
Summary
Adding the Agent Tag
To add an Agent Tag, navigate to an Agent's profile.
From here, click "+Add Agent Tag" to add the Agent Tag to the lead's profile. Any that have been created will be available to select. If not, they can be created here. You may add multiple Tags to an agent.
To filter your team by Agent Tag, navigate to Settings -> Organization -> Agent to see the entire list of agents within your Chime account. Select the Agent Tag filter to see agents with that tag applied.
From here, you can select multiple Agent Tags and filter the agents by those that have "Any of", "All of", or "None of" the select Agent Tags.
Lead Routing by Agent Tag
Lead Pond with Agent Tag
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@chimeinc.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Chime CRM.
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