Follow the steps below in your Chime CRM to set up your call/text packages:
Please note: You need to add a Chime Call/Text Package in order to use this feature. Please refer to the following article with instructions: How to add a call or text package to your CRM.
Step 1: Update your phone number
- Go to Settings
- Click on Manage Dialer towards the bottom of the list
- Input your phone number in the Bridge Number field. This is the number that will be used to receive phone calls.
Step 2: Select the caller ID to display
- You can switch between displaying your virtual number or your bridge phone number under "Caller ID to Display." Leads will see the number you select when receiving your calls. Keep in mind that if you choose to have your "Bridge Number" displayed, that will be the same number that people will call back. In order for a call to be automatically logged/recorded in the CRM, the call must be completed via the virtual number.
Step 3: Toggle on/off call recording
This option will allow for calls to be recorded directly to the lead records in the Chime CRM. You have the option to toggle this on or off right from this section.
Step 4: Select the option to "Forward Received Texts"
This option will allow for incoming texts to also be forwarded to your "Bridge Number." You will not be able to respond directly to that text, but you can then open up your app to continue communication.
All texts sent/received within Chime will be sent to and from the Chime virtual number. There is no option to select a "Caller ID" or mask the number for texting purposes.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.