Quicker Access to Common Actions in Heap CRM

Saturday, December 24th, 2011

Certain actions in Heap CRM are pretty common: adding/removing a person or prospect to a category, changing the managing users and creating prospects from existing people. But until now, these features were not differentiated in the interface: you still had to go to the person or prospect details page to change them. Now, you can take these actions from any list, search, dashboard or related person view using the action button.

The action button is a gear located to the right of a person or prospect:

In the case of a person, clicking on this button allows you to change categories, create prospects or duplicate the person:

In the case of a prospect, clicking this button allows you to change categories, change managing users, or convert the stage of transaction:

Save Search to Category – Torch Project Management

Thursday, July 22nd, 2010

In Torch Project Management you can change the category on every item in a search result. Just perform a search for messages, event or Google Docs and Spreadsheets (you can use the same bucket selectors as before). Then select the category on the right or add a new category.

Torch Project Management: Best Practices #1

Friday, June 20th, 2008

So, here's a few tips on how to use Torch better:

1) Use Pins

Pin's are a way to mark an event or task as something special for you. When you pin something, you are only pinning it for yourself (though other users can pin the same item).

I use them to mark tasks that are my responsibility. Then on the dashboard I can toggle between uncompleted items and uncompleted items that I need to do.

2) Categorize Everything

Messages, events and Google Docs can all be placed in categories. They can also be created without a category, but try to place every item in a category. This may seem pointless early on, but it is immensely useful once the project is of any size and you are trying to find something.

For instance. If I'm trying to find a bit of text, I can search for it limiting to just search a particular category (by typing something like "search phrase category: category name"). This will produce a much shorter search result.

3) Archive Old Projects

By archiving old projects, you not only get them out of the way, but you lower their priority. So when you CC or forward e-mail into Torch it assigns it to an active project. This is particularly important if you have multiple projects with the same name or multiple projects with the same external users.