Introduction

On occasion, it may be necessary to move from one Chime account to another Chime account. Obviously, when doing so, the goal is to transfer as much information as possible. Unfortunately, some data will be lost when making this transition. This article will outline what can and cannot be transferred.

Summary

• What Can Be Transferred

• What Cannot Be Transferred

• Important Definitions

• Permissions

What Can Be Transferred

Most features of your Chime account can be transferred. A condensed list of transferrable data is listed below:

• The Chime user's leads with the following information:
  • The lead's name and contact information (including physical addresses)
  • Family member information
  • The lead's pipeline stage
  • The lead's organizational group(s)
  • Tags applied to the lead
  • The lead's source
  • The lead's registration date
  • The lead's birthday
  • All notes on the lead's profile
  • The lead's buying/selling timeline
  • Property Alerts, Market Snapshots, and Market Reports
  • Any tasks and appointments
  • The lead's search criteria and saved properties
  • All custom data fields added in the CRM
• Partial leads
• Smart Plan Templates
• Email Templates
• Automated Email Templates
• Organizational tools
  • Pipeline
  • Groups
  • Sources
  • Tags
• The lead's Unsubscribed Status
• The Chime user's Virtual Number
• AI Chatbot Settings and the AI Assistant's Virtual Number
• Chime user's profile, preferences, and notifications preferences
• The Chime user's Team Member Goals
• Transactions
  • If there are transactions that are associated with the transferred leads and the requesting Chime user is the transaction owner, then these transactions will also be transferred to the new account.
• Transaction Checklist Templates
• The Chime user's website

What Cannot Be Transferred

Some data cannot be transferred from one Chime account to another. Below is a complete list of what cannot be transferred, organized by Chime CRM page:

• From the People Page:
  • Deleted Leads
  • Column Selections and Order

• From the Lead Profile:
  • Social Network Information
  • Lead Score
  • AI Assistant Status
  • Lender Assignee
  • Market Reports
  • Seller Reports
  • Home Reports
  • Paused Smart Plans
  • Completed and Terminated Smart Plans
  • Lead ID and URL

• From Transaction Management:
  • Unclaimed MLS Transactions
  • Customized Transaction Columns
  • Active Transaction Checklists

• From the Tasks Page:
  • Show/Hide Selections on the Calendar
  • My Calendar Settings
  • Meeting Link
  • Check for Conflicts Setting

• Listing Discovery Page:
  • My Listings
  • Hot Sheets

• Campaigns Page:
  • Smart Plan Report
  • Paused Smart Plans
  • AI Assistant
  • Specific AI Dialogue Path
  • Active Lead Gen Billing
  • Active Ad Campaigns
  • Remaining Ad Budget
  • Lead Gen Reporting
  • Active Mailer Billing
  • One-Time Direct Mail Campaigns
  • Smart Plan Direct Mail Campaigns
  • Recurring Direct Mail Campaigns
  • Direct Mail Campaign Reporting
  • Active, Pending, and Completed Listing Promotions
  • Design Center Private and Shared Folders and Designs
  • Design Center Uploaded/Recent Images, Icons, and Logos
  • Design Center Brand Kit
  • Landing Page Domain/Site
  • Landing Page Auto-Creation Settings
  • Existing Landing Pages and their Individual Configurations
  • Existing Open House Forms
  • Open House Questionnaire Customizations
  • Existing Text Codes
  • Record of Text Codes Captured Leads

• From the Reporting Page:
  • Previous and Current Year Agent and Email Accountability Data'
  • Previous and Current Year Business Summary Data
  • Previous and Current Year Performance by Agent Data
  • Previous and Current Year Site Traffic Data
  • Existing Source Reports

• From the Settings Page:
  • Agent Permissions
  • Renamed and Custom Agent Roles
  • Lender Partners
  • Previous and Current Year Reporting Setting Goals
  • Lead Import History
  • Email Templates Report
  • Unassigned Dialer Licenses
  • Company Number Settings
  • Notification Settings
  • Referral Program Link

• From the Call and Chat Panel:
  • Today's Scheduled Tasks
  • Overdue Scheduled Tasks
  • Active Call Lists
  • Call History
  • Archived Call Lists
  • Business Hours
  • Call List Settings
  • AI Assistant Following
  • Chat/Text History

Important Definitions

Source Account

• This refers to the account that a Chime user's data is being transferred from

Destination Account

• This refers to the account that a Chime user's data is being transferred to

Account Owner

• The Account Owner is the individual who signed the financial agreement with Chime for an account. They are the owners of the data in their account, regardless of the Chime account type. The Account Owner is referenced in this process when talking about the Source Account and the Destination Account ownership

Account Status

• The Source Account must still be active in order for a Chime user to be transferred from it. The Destination Account must already be set up in order to receive the transferred Chime user data. A transfer of data cannot occur if the Source Account is no longer accessible or the Destination Account does not exist. 

Permissions

In order to request a transfer from a Source Account to a new account on Chime, approval must be obtained from the Source and Destination Account owners. Valid approval consists of the Account Owner(s) being copied in the original request sent via email and their response in that thread indicating that they approve of the transfer. Alternatively, the Chime Support Team can email them directly to obtain permission.

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>, by phone at 1 (855) 981-7557, or chat with us through your CRM.