Chime has certain restrictions in place to avoid duplicates being added to the database as well as to make users aware of leads that are potentially the same person to avoid wasted efforts by any party involved. This feature cannot be deactivated and is built-in by default. There are two different situations where duplicate lead logic will apply: (a) when doing a CSV lead import into Chime and (b) when trying to manually add leads that are already in the system.
*The same lead email address can only be added ONE TIME per team regardless of whether it is a Team Lead or a Private Lead (see Lead Privacy: Team Leads vs. Private Leads).
- (a) When Doing a CSV Import
- (b) When Manually Adding Leads
- Merging Leads
- Merging Leads on the Mobile App
- Merging Permissions
- Adding Agents as Leads
(a) When Doing a CSV Import
More information regarding the basics of lead importing can be found here: Import your Leads to Chime
Here are the situations when a lead would be considered a "duplicate" per Chime's logic:
- If the CSV lead and the CRM lead both have the same email address
- The CSV lead and the CRM do not have the same email address, but. . .
- the lead's name and phone number are the same in the CRM and CSV
- the lead's name is the same in the CRM and CSV but neither have a phone number
- the lead's name is the same in the CRM and CSV but neither have a phone number and email address
When importing, there are two options available to select from after marching up the columns but prior to finalizing the import.
Option 1: Merge Leads. Selecting this option will merge the duplicates from the CSV with those that match already in the database per the four points listed above.
Merging will not update the following if it is different in the CSV. The primary lead will be the existing lead and will not have these fields overwritten.
- Pipeline stage
- Search Criteria (you are not able to import a CSV in order to add search criteria later, even if the existing lead has none already)
Merging will update the following if it is different in the CSV
- Lead Type. But only in certain instances:only 2 principle will change the lead type:
- if one of the two leads being merged is the lead type of "Buyer&Seller," then the lead type will be "Buyer&Seller" after merging.
- if one of the two leads being merged is the lead type of "Seller," and the other is not seller (meaning it could be Buyer, Renter, Other), then the lead type will be "Buyer&Seller" after merging.
Option 2: Skip Leads. This option will simply make it so that leads that match the four points above will not even be imported into Chime and will instead be skipped.
Here is where both options will appear during the import process:
(b) When Manually Adding Leads
As stated at the beginning, it's important to note that no two leads can be added into Chime if they both have the same email address. In other words, if a User1 adds a lead with the email <email@example.com> and then User6 tries to add a lead with the same email (<firstname.lastname@example.org>), User6 will be unable to do so because that email already exists. This is per team. If a user is on a separate team (using Chime Enterprise Edition), the same lead can exist on each team, but both teams are completely siloed off and independent from each other.
However, if a lead is in the Chime CRM and the criteria matches either of the following situations, the system will notify the Chime user that it might be a duplicate. They can then choose to act on that notification or dismiss it.
- if a lead’s phone (including family members phone) is the same as the other lead’s phone
- if a lead’s name is the same as the other lead’s name
This is seen in two different spots:
(1) When adding a lead manually via the People page. This is only triggered based on the phone number or email address.
(2) When looking at a lead profile that has triggered a duplicate. Here, the user can see the duplicate lead’s name and who owns the lead. If the user has access to both leads, they will have the option to merge the leads with the "Merge" button.
Another option is to choose two leads manually on the people page and then select the "Merge" button that appears on the menu at the left.
When actually merging leads, the first question is to select the "Merging Mode" which offers the following options:
- "One of the leads is a duplicate."
- If this option is selected, the Chime user will need to make a choice between which record is the primary record between the two. The other lead’s information will be merged to the primary lead. Chime recommends considering selecting the "Primary Lead" as the one with the most communication logs (calls, emails, texts, etc.) as this is likely the main person who you have already been interacting with.
- "These 2 leads are family to each other."
- With this option, the Chime user will have to make a choice between which record is the primary record between the two. The secondary record's information will be attached as a family member to the primary lead.
**IMPORTANT: If the Chime user does not want to ever merge the duplicate leads, they can click the ‘X' at the right side. After the user confirms that they want to dismiss the duplicate reminder, the yellow prompt will never appear again on this lead. If lead A is a duplicate of lead B and lead C, the prompt will show up on one lead at random. After closing one prompt, another will appear for the other duplicate lead and will have to be dismissed if needed.
Merging Leads on the Mobile App
Chime also supports the ability to more easily merge leads from the mobile app.
When a lead is a duplicate, a message will appear at the top of the lead detail page:
By clicking the “Merge” button, the following options will appear at the bottom of the screen:
- Merge as Duplicates
- Merge as Family Members
- View Lead Detail
Users that do not have the "Access All Team Leads" permission (see Team Permissions) will not be able to merge duplicate leads or click on the duplicate lead to see their information. They will only be able to see the name of the lead and whose account it already exists in.
For example, if a user does have the "Access All Team Leads" permission, they will see a message like this one showing the lead's name as a hyperlink that can be clicked, whose account the lead is in, and the option to merge the lead:
But if they do not have this permission, the message will look like this one where the lead's name is still available but is not a hyperlink, but it does show whose account the lead is in:
Adding Agents as Leads
A user's email address can be used as both an agent/user login as well as an email address assigned to a lead. Admins may be interested in adding their new team members as a way to provide them with training via an automated Smart Plan that they have built out, for example. The email address can only be used one time per team as a lead as well.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.