CRM
Account Settings
Team Management
- Lender Lead Routing Rules
- Agent Lead Routing FAQ
- Lead Routing Logs
- Add or Remove Team Members on Chime
- Team Permissions
- Edit Team Member Profiles and Email Signatures
Reporting
- Activities Timeline
- Performance by Agent (Reporting)
- Business Summary (Reporting)
- Marketing Source Analysis
- Email Accountability (Reporting)
- Site Traffic Report
Lead Management
- Agent to Agent Lead Collaboration
- Add a Lead
- Lead Pond
- Lead Organization with Filters
- Lead Organization with Tags
- Lead Organization with Groups
Lead Nurturing & Automation
- Email Subscription Status
- Chime COVID-19 Outbreak Resources
- @chime.me Email Address
- Email and Smart Plan Variable Definitions
- Set Up the Welcome Email
- Setting Up and Using Auto-Property Alerts
Notifications
Tasks and Appointments
AI Assistant
Call and Text Packages
- Dialer Best Practices
- Lead Phone Number Validity
- Three Line Dialer User Guide
- Billing, Usage, and Availability for Call/Text Packages
- Add Call or Text Packages
- Remove Call or Text Packages
Integrations
- PieSync Integration
- Verse.io Integration
- M2 - Money in Motion (AIdentified) Integration
- SkySlope Integration
- Slybroadcast Integration
- Gmail Email Integration
Lead Capture
- Facebook Ads Integrations
- Lead Source Logic
- Zillow Integration
- Lead Capture/Email Parsing
- How to Set Up Auto-Forwarding Rules in Gmail and Microsoft Exchange
- Open House Forms