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
• Lead Routing by Agent Tag
• Lead Pond with Agent Tag

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

This feature also allows you to assign leads, via lead routing, by the Agent Tag. The Agent Tag is a group of agents. The lead will be assigned to the agents in the Agent Tag with the same opportunity, and the opportunity cannot be adjusted.

To set a lead routing rule to assign leads to agents within an Agent Tag, first navigate to Settings -> Lead Distribution -> Lead Routing and create a new rule or edit an existing rule. Please see our article on Lead Routing rules here. 

Within the lead routing rule setting, under Assignment Level, select 'Agent'. Then, under Assign To, select 'Agent Tag'.

Lead Pond with Agent Tag

This feature supports selecting an Agent Tag as the users who have access to the lead pond. To set up a lead pond, navigate to Settings -> Features -> Lead Pond. Our article on the lead pond is here. 

Here, you may create a new lead pond or edit an existing pond, and allow access to agents based on their 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.