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Chime Support

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Activity overview

Latest activity by Chime Support
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    Chime Support created an article,

    Register for Chime Webinars

    Introduction Thank you for your interest in joining us for Chime Webinars. Our goal is to educate all those interested on how to best use Chime, as the lead conversion platform that it is, to effe...

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    Chime Support created an article,

    Remove Call or Text Packages

    Introduction If you come upon the need to remove a call or text package that you have previously purchased and added to your Chime account, you can do so directly from your Chime CRM with the steps...

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    Chime Support created an article,

    Add a Lead

    If you have a new lead that you would like to add to the CRM in order to communicate with them, track their progress, etc., this can be done by navigating to the People Page and then clicking on th...

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    Chime Support created an article,

    Lead Pond

    Introduction The "Lead Pond" is a location for storing leads that are not assigned to a specific agent. Users given permission to use the lead pond will have access to claim leads and pull them out...

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    Chime Support created an article,

    Feature Updates for CRM 3.0.8, Site 3.7.2

    Introduction *Please note that the features available to you on the Chime platform will vary depending on the package you have purchased. For any questions in this regard, please reach out to your ...

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    Chime Support created an article,

    Lead Organization with Filters

    Introduction The main purpose of any CRM is to provide organization above and beyond what can be done with a typical spreadsheet or contact list. In Chime, this happens on the People Page and consi...

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    Chime Support created an article,

    Lead Organization with Tags

    Introduction The main purpose of any CRM is to provide organization above and beyond what can be done with a typical spreadsheet or contact list. In Chime, this happens on the People Page and consi...

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    Chime Support created an article,

    Lead Organization with Groups

    Introduction The main purpose of any CRM is to provide organization above and beyond what can be done with a typical spreadsheet or contact list. In Chime, this happens on the People Page, and cons...

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    Chime Support created an article,

    Performance by Agent (Reporting)

    Introduction In this section, for the Team Owner/Admin, you will be able to view and compare each agent’s performance. For an individual agent, you can only view your own performance.   Comparing P...

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    Chime Support created an article,

    Business Summary (Reporting)

    Introduction In the Business Summary section, you have an overview of your team performance within data reports, which are measured by many different dimensions.   Team Transaction Data You can fil...