New Bucket Selectors in Heap CRM

We've just introduced a lot more bucket selectors into Heap's search system:

Complete:

Can be used to limit event searches to those events that are complete (complete:yes) or not (complete:no). Can also be used when searching messages to limit the search to messages where at least one of the message's follow-up events match this criteria.

Date-after: and date-before:

Can be used to limit event searches certain date ranges. Can also be used when searching messages to limit the search to messages where at least one of the message's follow-up events match this criteria.

Update-after: and update-before:

Can be used to limit all types of searches to items that were updated during a certain date range.

Lead-after:, lead-before:, opportunity-after:, opportunity-before:, customer-after:, customer-before:, archive-after: and archive-before:

Can be used to limit prospect searches to when the prospects were in certain stages of the sales pipeline.

Custom-value:

You can now search the person custom values and prospect custom values.

The find page has been updated with this information >

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