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Lead Import

Unless you are brand new to the world of real estate, you will likely have people you are already working with before joining Chime. With that in mind, here is a brief description of how to import leads into the Chime CRM.

CSV/Spreadsheet Import Steps

First, follow these steps to get to the right section in the CRM:

  1. Click on Settings

  2. Select Lead Import under the Features section

  3. Click on the "Choose Files" button to begin the import process

  4. Browse for and select the file containing the lead information

  5. Click "Open"

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