CRM
Account Settings
Team Management
- Lead Routing Logs
- Add or Remove Team Members on Chime
- Team Permissions
- Edit Team Member Profiles and Email Signatures
- Working Hours & Vacation Mode
- Creating Custom Roles
Reporting
- Performance by Agent (Reporting)
- Business Summary (Reporting)
- Marketing Source Analysis
- Email Accountability (Reporting)
- Site Traffic Report
- Agent/My Accountability (Reporting)
Lead Management
- Add a Lead
- Lead Pond
- Lead Organization with Filters
- Lead Organization with Tags
- Lead Organization with Groups
- Duplicate Leads
Lead Nurturing & Automation
- Email and Smart Plan Variable Definitions
- Set Up the Welcome Email
- Setting Up and Using Auto-Property Alerts
- How Buyer Property Alerts and Market Snapshot Work
- How To Add a Property Address Under Lead's "Preferences"
- Property Alerts & Market Snapshots (Lead Engagement)
Tasks and Appointments
AI Assistant
Call and Text Packages
- Remove Call or Text Packages
- Inbound Call Forwarding
- Add Call or Text Packages
- Billing and Availability Timing for Call/Text Packages
- Call/Text Package Settings
- Receiving Calls from Leads
Integrations
- SkySlope Integration
- Slybroadcast Integration
- Gmail Email Integration
- Microsoft Exchange Email Integration
- IMAP/SMTP Email Integration
- Google Calendar and Microsoft Exchange Calendar Integrations
Lead Capture
- Zillow Integration
- Lead Capture/Email Parsing
- Open House Forms
- Lead Capture - Spacio
- Text Codes for Lead Capture
- Lead Capture - SmartZip