Chime makes it easy to capture partial leads. A partial lead is when a potential client submits an address for a home evaluation on your site but backs out before providing their contact information. Chime, however, still captures the submitted address as a "partial lead." So, a partial lead is simply an address captured without a name or phone number.
View Partial Leads
To view your partial leads, navigate to the People Page > Partial Leads:
Once you click on "Partial Leads," you will see the following information available:
"Search for Owners" is shown when it is a new address that you do not have information for yet. You will have the option to pay for data provided by a third-party service to find available information (name, phone), or you can convert manually.
To pay for the third-party data, click on the blue "Confirm" button *IMPORTANT: this will cost $0.30 (per search). This feature is only available for those that have been given permission on a team (reference the section for "Partial Lead Conversion" on Team Permissions).
Please also note that this feature to search for partial lead information is only available for leads that are registered via the Chime Home Evaluation page. In other words, you cannot upload a CSV, etc. in order to get them into the partial leads list.
Otherwise, you can also manually convert the partial lead if you would prefer to work it as a lead by knocking on their door, sending a post card or letter, etc. To do so, click on "Add a Lead." The default name is "Partial Lead," but you can customize it and then save when ready. Once added, you can work as a standard lead in your database.
Once converted, the lead profile will bring in as much information as possible including the address, any notes documented, previous history for the person (if available via website cookies), as well as the home evaluation page they would have seen if they were to have registered.
Address & Estimated Home Value
These columns will show the property address as well as the estimated home value (if available) based on third party data. There is no interaction available with these two columns as they are for information only.
A few notes regarding permissions on viewing partial leads:
- Partial leads generated from agent subdomains go to that individual user's partial leads section
- The "Access All Team Leads" permission allows individual users to see all partial leads. See Team Permissions.
- Assigning a partial lead to another user from the Team Owner/Admin's partial leads will send them a notification and then that user will be able to find that partial lead on their individual list
Reg & Notes
The "Reg" column simply shows when the lead provided their address as well as how they landed on the home evaluation page to begin with. The "Notes" column allows for you to add any notes that you want to remember for a specific partial lead. They will auto-save and be available when you come back to your partial leads list. If/when you convert the lead, the note will be added to the lead profile as well.
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.