Lead Organization with Groups

Introduction

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, as well as a variety of filters. This article will introduce Groups.

Edit Permissions

It is important to note that only the Team Owner/Admin can edit the Pipeline and Groups by default. All users can add Team/Private Tags and use the other filters. This means that the Pipeline/Groups are maintained at the team level and cannot vary by users within that team. The "Team Filter" permission can also be given (see Team Permissions) to allow others access to edit the team pipeline and groups.

Groups

Groups are used for organizing and classifying your leads into different categories. Unlike pipeline stages, a lead can be categorized into multiple groups at the same time. You might consider creating groups for events, referrals, family and friends, years, specific reminder period, etc. All groups are located in the top-left of the People Page, shown below.

Edit Groups

Groups can also be customized to fit your workflow and team structure. As a reminder, groups are maintained at the team level. The same groups will be available for the entire team and can only be edited by those with access. To edit, click on the "gear" icon and select the options to add/edit/delete a group, set up a reminder period, drag and drop to reorder, etc.

With groups, there is also a "reminder" feature that allows for you to set a specific reminder period for each group and if a lead is not contacted in that time period, they will be marked as "expired." The green/red dots next to the groups indicate whether there are any leads that are expired in that group (meaning they have not been contacted within that period). You can hover over each group with a reminder and then click on the "Expired" number to have those leads displayed so that you can contact them. Once contacted, the reminder period will start over for that lead. 

Only call/email/text will trigger for reporting and for the purposes of "Last Touch." Judgment basis of the reminder for the ‘Group’ is ‘last touch’ filed. So, if (Now time - the Last Touch time) > Reminder Set time, then the leads will be marked as expired

Changing Groups for Leads

Just like with the pipeline stages, leads can be added to groups either individually or up to 200 at a time. To add individually, you can do so directly from a lead profile. Note that you can select more than one group to be associated with the lead.

You can also add/change groups for multiple leads at once by checking the box next to the leads on the People Page and clicking the option to "Change Groups." This will add those leads to the selected groups. 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@chimeinc.com> or by phone at 1 (855) 981-7557.