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.
Now that you know how to organize the leads into the Pipeline, Groups, and Tags, note that you can now filter by all of these as well as numerous other filters that are already available on the People Page:
It's important to note that you can also save your filters to easily user later:
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.