Save Search to User with Heap CRM

Ever want to make someone a managing user on all of your search results; now you can with save search to user.

Here's how it works. When you search leads, opportunities, customers and archives (prospects) just click on the "Apply" button and the user will be added as a managing user.

If you are searching messages or events, when you click one of the "Apply" buttons, the user will be added as a managing user on all of the prospects associated with your search results.

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