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 mainly happens on the People Page and consists of Pipelines, Groups, Tags, and a variety of filters. This article will introduce how to use the available filters.
- Saved Filters
- Filter by Address
- All Filters
To access saved filters, navigate to the People Page and click on Saved Filters. There are three different types of saved filters:
Includes the following pre-built filters available to everyone on the account. You cannot edit the criteria for these filters as they are preconfigured.
Three of these are also displayed right below Saved Filters:
These filters can be accessed by everyone on the team but only the Team Owner/Admin or another user with the "Manage Team" permission (see Team Permissions) can add/edit them.
To add a saved filter to this category, simply apply the criteria and save the filter
Then, check the box to Share With Team:
Similar to Team Filters but these ones are only accessible to you as the one who created them. Add your criteria, save the filter, and make sure the box to Share With Team is not checked.
Filter by Address
Use this search field to search for addresses associated with any of the leads. This will search the mailing address, property addresses, etc. as recorded on a lead profile page.
First of all, you will notice that some of the filters are displayed right on the left menu. This is to provide easy-access to common filters that are utilized in the system. To see all filters, simply click on the Advanced Filter button at the bottom-left.
The following are the five main categories where the filters are saved. Each is outlined below with the corresponding filters.
- Lead details
- Lead Nurturing
- Lead Activity
- Custom Fields
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). When an agent/user is searched in any of these role fields, it is an AND relationship meaning if you were to search for specific users in each role then the leads populated will have to have that exact same assignee assignment in each lead record.
(2) Lead Details
Each of the filters for this section are outlined individually below.
The following options are available:
- Buyer & Seller
The lead type is referring to this field on a lead record:
The following options are available:
- High Interest
- Back to Site
- Back on Market
For more information on Opportunities, see HERE.
The source of the lead is where the lead came from before it entered the Chime CRM. Reference Lead Source Logic for more information. Multiple sources can be selected at the same time with this filter.
A source is recorded in the lead profile here:
The "Tags" filter 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."
The "Reg Date" is the date that the lead entered into the Chime CRM. 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.
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 within the range.
This filter includes fields such as whether they have a mailing address, birthday month, and questionnaire answers. The questionnaire consists of the questions that leads will respond to when registering on a Chime IDX website. See HERE for more information.
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. See Transaction Management for more information.
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
Search by a specific Smart Plan or whether a lead has any Smart Plans as Active/Inactive or does not have a Smart Plan assigned. Learn more about Smart Plans HERE.
Use this filter to find leads that either do or do not have a Market Report set up.
Use this filter to find leads that either do or do not have a Property Alert set up for them. Please note that currently, leads with an auto property alert set up will also be included in the "With Property Alert" results, even if there is no valid Search Criteria on that lead that would trigger that auto alert to send.
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." You can also see the following for more information on this topic: Email Subscription Status.
(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 that displays here:
Search for the last time a lead has replied via email, call, text; and during a certain span of time.
(5) Custom Fields
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.