You can learn more about all Chime Transaction Management features in the following section of the Help Center: Click Here.
When you create a transaction in Chime, you can apply a checklist that will automatically create tasks as you move the transaction to the next stages of the pipeline. In simple terms, the checklists can provide a templated-set of tasks that can be made available to the team as they manage transactions.
- You are only able to create a maximum of 10 checklist templates total for all transaction types. If a new template is needed, you will have to delete an existing one.
- If you edit/create/delete transaction stages, do not forget to update your checklist templates
The Team Owner/Admin or users who have the "Manage Team" permission have access to create checklist templates (see "Set Up Checklists" below).
All users on the team can access checklists that have been created.
For more information regarding permissions, see Team Permissions.
Set Up Checklists
To create a checklist, navigate to Settings > Checklist Templates > + Add Checklist:
First, you will want to give your checklist a name so that you can easily reference it later:
Next, you will choose the Transaction Type that you want this checklist to be available for. This means that whenever you add a new transaction, you will want to make sure that its transaction type matches up with the checklists that you want to apply. You cannot create different transaction types, only these four are available.
Choose the stage where you would like to add the tasks. Simply click on the + Add a Task button under the stage where you would like to add the task. The stages will correspond with what you have configured under Transaction Management page. If you add/edit/remove a new state under transaction management for a certain transaction type, it will be reflected here automatically.
You will then create the task by giving it a name/description. When the task is created, this is the actual title of the task:
For Assign To you will not be able choose anyone other than the transaction owner. In the future, you will be able to choose other roles associated with a transaction.
Choose either "No Due Date" or choose a due date. This will have to be associated with a date listed on the transaction details. There is no option for a custom date at this point in time. If you would like the due date to be on a specific date simply choose "0 Day(s)" before/after.
If you would like to set up a reminder, you can do so either by SMS or call. Please note that a call/text package must be active in order for this reminder feature to work.
Once you are finished adding the tasks where you would like them at the stages, be sure to click on the blue Save button at the bottom-right so that the checklist is complete.
Please note that transaction checklists do not auto apply like Smart Plans. They must be applied manually to a transaction.
To apply a checklist to a transaction, first get to the transaction detail page. You can do so in two ways:
(a) via a lead detail page
(b) via the Transaction Management page
Once you are on a transaction detail page, you will then click on either of the following options to apply a checklist to the transaction:
You will then choose the checklist that you want to apply to the transaction. The only ones that you will see on this list are those that match this transaction type. Click the blue Confirm button to apply it to the transaction.
If you have tasks that trigger based on the stage you are currently on, they will appear immediately on the transaction detail page:
As you move the transaction to a new stage ("Under Contract" in this screenshot below), the other tasks will be created as well. You may have to do a refresh on your browser in order for the new tasks to appear. Note that if you go back to a previous stage in the pipeline, it will not delete the tasks that have already been created.
To mark a transaction as complete, simply click on the checkbox next to the task or click on the line itself to see all of the available options which include call, text, email, or upload, all of which can mark the task as complete.
There are a few locations that you can view tasks that need to be complete on a transaction.
On a transaction detail page:
On the transaction page
On a lead profile page
On the Tasks page
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.