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  1. Chime Support (Chime Technologies, Inc)
  2. CRM
  3. Team Management

Team Management

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  • Team Permissions
  • Lead Routing Rules
  • 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
  • Edit Team Member Profiles and Email Signatures
  • Working Hours & Vacation Mode
  • Creating Custom Roles
  • How to Invite a Lender
  • How to Assign a Vendor/Partner to a Transaction

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