Save Search to Category with Heap CRM

Save Search to Category with Heap CRM

Ever want to put all of your search results in a category; now you can with save search to category.

Here's how it works. When you search people or leads, opportunities, customers and archives just click on the "save to category" button and all of your search results will be added to that category. You can even create a new category right there on the fly.

If you are searching messages or events, when you click one of the "save search to category" buttons, all of people associated with your search results will be added to that category.

With this tool you can now create temporary (or permanent) categories very quickly.

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One Response to “Save Search to Category with Heap CRM”

  1. WBP SYSTEMS / Weblog » Blog Archive » Best Practices: Find, Categorize and Report Says:

    [...] with the addition of “save search to category” you can use these advanced search terms to create extremely detailed reports. Put another [...]

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