The New Person Page

Heap CRM
  1. Company Drawer: Need to quickly find someone else at this company? Just click on this button. Instantly a drawer with other members of the company scrolls down
  2. Show Messages: Sometimes a single person is multiple leads, opportunities, customers and archives. When this happens it use to be difficult to see all messages related to a single person because they were spread out through multiple areas. Now you can just click this button and get every message associated to the person regardless of how many leads, opportunities, customers and archives that may be spread across.
  3. Export: Just like the new "show messages" feature, you can now subscribe to all messages and calendar events associated to this person regardless of how many leads, opportunities, customers and archives that may be spread across.
  4. Show Messages (Related Person): Just like the main "show messages" feature, this button allows you to see all messages of leads, opportunities, customers and archives that this person is related to.

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