WELCOME!

It’s easy to get started with Chime! Follow the steps on this page to get up and running on our powerful lead conversion platform. Just like with any new system, there are many new things to learn, but this guide will walk you through the steps to make sure you have what you need to get started and be successful. 

Training Outline

• STEP 1: WATCH --> Training #1 - CRM Setup
• STEP 2: WATCH --> Training #2 - CRM Training
• STEP 3: REVIEW --> Written Instructions
  • CRM Setup
  • CRM Training

STEP 1: WATCH --> Training #1 - CRM Setup (1 hour)

Recorded Training

You can view the video below for Training #1. This training will last approximately one hour.

*NOTE: You may need to adjust the video quality after clicking on play in order to see the images better. Click the cog wheel symbol  and choose a higher quality as needed.

STEP 2: WATCH --> Training #2 - CRM Training (47 minutes)

Recorded Training

You can view the video below for Training #2. This training will last approximately one hour.

*NOTE: You may need to adjust the video quality after clicking on play in order to see the images better. Click the cog wheel symbol  and choose a higher quality as needed.

STEP 3: REVIEW --> Written Instructions

In case you need to review written steps for what was covered in the videos for Training #1 and Training #2, please review the bullet points outlined below. 

*NOTE: Some of the Help Center articles listed below may include certain features that are not included in the CRM-Only Chime Package. If you do not see a feature in your CRM that is referenced in an article, it is likely because it is not available with your version of Chime. If you are interested in exploring the option to potentially upgrade for access to these features, please reach out to <support@chimeinc.com> and they will provide you with the available options.

CRM Setup

Home Page Navigation

• My vs. Team Dashboards 
• Notifications, Help Center, Tasks, Opportunities

Set up User profile

• User information 
• Email signature 
• Update password
• User Profile Image
• Set preferences: Time Zone, additional emails, and notifications

Add Agents, Lenders, and Agent Roles

• Add Agents
• Agent roles 
• Cost Sharing Lender Plan and Flex Lender Plan
• Vendor/Partners

Lead Routing

• Lead Routing Logic
• Agent, Lender & Assistant Rules
• New Lead Rules

Connect Integrated Email and Features within Settings

• Email templates
• Automated Email Templates
• Auto Market Report
• Lead Pond
• Tags & Sources
• Custom Fields
• Email Integration & Other Chime Integrations
• Lead Capture & Zillow Integrations
• Reporting
• Lead Import
• Lead Export
• Manage Dialer & Your Virtual Number

Landing Page 

• Page Name
• Background Image

Smart Plans

• Chime Smart Plan Templates
• How To Create & Apply a Smart Plan

CRM Training

People Page

• Pipeline, Groups & Tags
• Filtering Leads
• Lead Pond & Deleting Leads

Tasks

• Adding & Completing Tasks

Lead Profile

• Lead Profile & Family Members
• Private Lead Versus Team Lead
• Lead Details, Insights, Properties, Search Criteria, Lead Assignment
• Activities
• Engagement - Market Reports 
• Smart Plans
• Transactions & Docs

Reporting

• My Accountability
• Email Accountability
• Business Summary & Setting Business Goals  
• Source Analysis

Campaigns 

• Open House Forms
• Text Codes
• Creating Landing Pages

My Transactions

• Adding Transactions
• Navigating Transaction Data

Activities Timeline

• Active Leads
• Filtering Activities

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.