*Please note that the features available to you on the Chime platform will vary depending on the package you have purchased. For any questions in this regard, please reach out to your assigned Customer Success Manager or our Support Team for more information.
The release date for this set of features is Tuesday, March 3, 2020.
People Page Filter Improvements
With this update, you will notice a big change on the user interface on the People page. The following are the biggest changes that will be made in this release:
All Leads / My Leads
There is now 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.
These filters are in the same place, but are now more accessible to view. Here are the preset filters:
Part of this update includes the new ability for all team users to access the agent role filters that were previously only available to admin users. All agent role filters will be available on the preset filter list.
The new Advanced Filters are divided into four different parts:
- Lead Details
- Lead Nurturing
- Lead Activity
Almost all of the filters existed in the previous version of Chime. Only those that have been added/updated are outlined here:
The "Tags" filter now has support for the following four combinations. You can also combine the "include" and "exclude" options.
(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."
Now has support for selecting a custom date range.
Includes fields that were not previously available for searching:
This is a new 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:
The filters now allow for users to search by a specific Smart Plan and whether it is Active/Inactive or leads that do not have a Smart Plan assigned.
Use to search by subscription status to Smart Plan, Market Report, or Property Alert. The options for each of these are "Subscribed" or "Unsubscribed."
Last Website Visit
Synchronizes with the last website visit under the "Insight" section of a lead profile.
Here is the new filter:
Search for the last time a lead has replied via email, call, text; and during a certain span of time:
Email Attachment Limit Increase
The maximum size limit for email attachments has been increased to 20 MB. Depending on the size of the file, however, Chime has two different methods of attachment outlined here:
1. If the attachments uploaded are less than 5 MB, the email attachments will be added directly as an attachment to the email:
2. If the attachments uploaded are more than 5 MB, Chime will convert the attachments into download links that are then inserted into the email:
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.