CRM
Account Settings
Team Management
- In-Depth: Round Robin & Next Up
- Lead Routing Notifications
- Lender Lead Routing Rules
- Agent Lead Routing FAQ
- Lead Routing Logs
- Add or Remove Team Members on Chime
Reporting
- Activities Timeline
- Performance by Agent (Reporting)
- Business Summary (Reporting)
- Marketing Source Analysis
- Email Accountability (Reporting)
- Site Traffic Report
Lead Management
- Lead Import (via Google Contacts)
- Agent to Agent Lead Collaboration
- Add a Lead
- Lead Pond
- Lead Organization with Filters
- Lead Organization with Tags
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
- Transaction Management
Notifications
Tasks and Appointments
AI Assistant
Call and Text Packages
- Getting Started with a Virtual Number
- Port Out Number(s) from Chime
- Port In Number(s) to Chime
- Dialer Best Practices
- Lead Phone Number Validity
- Three Line Dialer User Guide
Integrations
- Ylopo Integration
- Microsoft Teams Incoming Webhook Connection
- Facebook Lead Form Ads + Chime Integration
- PieSync Integration
- Verse.io Integration
- M2 - Money in Motion (AIdentified) Integration
Lead Capture
- Facebook Landing Page Ads
- Lead Source Logic
- Campaigns Section - Chime Lead Capture Tools
- Zillow Integration
- Lead Capture/Email Parsing
- How to Set Up Auto-Forwarding Rules in Gmail and Microsoft Exchange