Message List View / QuickView / Improved Add by E-Mail / Better Documentation

We just released a number of enhancements into Heap CRM:

  • The much requested "list view" is now in the message section. So with just a click you can fly through your messages at record speed.
  • "QuickView" allows you view images in place on a message without opening the image or popping up a window.
  • With the improved add by e-mail, you not only can create Leads, Opportunities, Customers and Archives directly from e-mail, but you can fill in other information such as e-mail and phone number. We have more info here.
  • Whether you are trying to find a way to auto associate a message or you are confused on how to search by e-mail, the new e-mail documentation is the answer.

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