This is the 89th episode of Weekly Chime. As this year winds down, we're going back to relearning some of the most impactful Chime set-up features. In this episode, Trenton Bodin, the newest addition to Tristan & Associates' team as their Director of Technology, joins us to relearn Chime's basics and share how he's making an impact inside Tristan's team. He covered how to adjust, display and filter the important information inside your Chime account. So if you're new to Chime, get ready for a seriously JAM-PACKED episode; please comment with your questions, and let us help you finish this year strong! Content: 00:18 - Intro 01:23 - 4 Steps to tackle 02:23 - Step1: Arranging your lead columns 06:30 - Retargetting strategy tip 08:37 - Step2: Setting up your pipelines 10:47 - The Advantage of having few pipelines 13:10 - Step3: Creating and using filters 14:29 - New user pro tip 16:06 - Top 4 custom saved filters to use 18:07 - Step4: Using Activities Timeline 22:08 - Opportunities tab protip 26:00 - Where is Opportunities Tab located? 29:54 - Outro _____________________ Visit Our Page: https://chime.me/ Like Us On Facebook: https://www.facebook.com/ChimeCRM Join Our Facebook Community: https://www.facebook.com/groups/chimecrm _____________________ #Chime101 #Chimebasics #Howtosetupchime #CRM #Chime #ChimeCRM
source https://www.youtube.com/watch?v=64RgNKUAnGw
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