The main purpose of any CRM is to provide organization above and beyond what can be done with a typical spreadsheet or contact list. In Chime, this happens on the People Page and consists of Pipelines, Groups, Tags, and a variety of filters. This article will introduce Filter.
All Leads / My Leads
There is a new toggle at the top of the People page that allows for the user to toggle between "All Leads" and "My Leads."
- All Leads: All the leads that the current user has access to see. Only admin users will see all Team Leads (see Lead Privacy: Team Leads vs. Private Leads).
- My Leads: Leads where the current user is listed in any of the "Assigned to" roles on a lead (see Assigning Leads to Custom Roles). So, if a user is listed as the "Agent" or "Assistant" or any other custom role, they will show up when "My Leads" is selected. Leads where they are not assigned to a role will not display with this option.
In addition to being able to organize leads into the Pipeline stages, Groups, and Tags, you can also filter by all of these as well as numerous other filters that are available on the People Page:
It's important to note that you can also save your filters to easily user later:
These preset filters will include filters also available in the "Advanced "Filter" list (explained further into this article). Options here include roles available on the team, lead type, opportunities, source, tag, reg date, undelivered texts date, contact info, and lender--as seen here below. These filters are available to all users on a team:
The Advanced Filters are divided into four different parts:
- Lead Details
- Lead Nurturing
- Lead Activity
This section contains a filter for each role that is set up on the team (see Creating Custom Roles and Assigning Leads to Custom Roles). These filters are also available as part of the "Preset Filters." When an agent/user is searched in any of these role fields, it is an AND relationship meaning if you were to search the same one person in each field, that same one person would have to be listed in all of those slots at the same time.
(2) Lead Details
Options include Buyer, Seller, Buyer&Seller, Renter, and Other:
Find more information in this article: Opportunities. This filter lets you find leads that are associated with each specific opportunity type.
Use this filter to narrow down leads by the way they entered into Chime. A complete list of sources that can be referenced and mass-edited can be found under Settings > Features > Tags & Sources > Sources.
The "Tags" filter has support for the following four combinations. You can also combine the "include" and "exclude" options as seen in the screenshot above.
(a) Include + One of + [tag]. Shows leads that contain any of the indicated tags.
Example: Include + One of + [A] + [B]. Shows leads that have tag "A" or tag "B."
(b) Include + All + [tag]. Show leads that contain the specific combination of tags used together.
Example: Include + All + [A] + [B]. Shows all leads that have tag "A" and tag "B."
(c) Exclude + One of + [tag]. Show leads that do not contain any of the indicated tags.
Example: Exclude + One of + [A] + [B]. Shows leads without either tag "A" or tag "B."
(d) Exclude + All + [tag]. Show leads that do not contain ONLY one specific tag.
Example: Exclude + All + [A] + [B]. Shows leads without both tag "A" and tag "B."
The "Reg Date" is the time the lead entered into the Chime platform. This is an extremely useful filter to use when trying to narrow down leads that entered the database during a specific date range, today, yesterday, etc. Pre-built options can be selected or a custom date range can be selected on a calendar.
Use this filter to find leads that fit within a specific lead score range. More information regarding lead score can be found here: Lead Score and Lead Analysis.
The "Price" filter will filter leads and display those with their Search Criteria/Inquiry price data matching the indicated amount. For example, if the price range is 100k-200k and there is a lead with Search Criteria/Inquiries that are listed in their profile as 50k-150k, the lead will appear in this search because it falls in the range.
This filter includes fields such as whether they have a mailing address, a specific birthdate, and questionnaire answers. The questionnaire consists of the questions that leads will respond to when registering on a Chime IDX website.
This is a filter that allows you to search leads with closed dates; including a range of closed dates. If a lead has no transactions, they will not display:
Search for leads with/without a phone number or email address and based on whether they have had emails opened or bounced:
Undelivered Text Date
If you would like to find leads where texts have been sent but not delivered, you can search using this field with either the pre-populated fields or by selecting the option for a "Custom Date Range":
(3) Lead Nurturing
Users can search by a specific Smart Plan or whether a lead has any Smart Plans as Active/Inactive or do not have a Smart Plan assigned.
Use this filter to find leads that either do or do not have a Market Report set up for them.
Use this filter to find leads that either do or do not have a Property Alert set up for them.
Use this filter to search by subscription status to Smart Plans, Market Reports, or Property Alerts. The options for each of these are "Subscribed" or "Unsubscribed."
(4) Lead Activity
Use this filter to search by a specific activity type and a selected time frame:
Last Website Visit
Synchronizes with the last website visit under the "Insight" section of a lead profile.
Here is the filter:
Search for the last time a lead has replied via email, call, text; and during a certain span of time:
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.