Indicator Flags in Heap CRM

We have three new indicator flags in Heap CRM.

This flag appears on leads, opportunities, customers and archives on the list page, search and the dashboard. It shows the next uncompleted event (it ignores uncompleted events in the past).

This flag shows up on the people page and the search results. It shows the number of active prospects (leads, opportunities and customers) connected to this person.

This flag also shows up on the people page and search results. It shows the number of related active prospects (leads, opportunities and customers where the person is a related person).

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