This is the new dashboard for Heap CRM:
This is a complete redesign of the Heap CRM dashboard, so let’s start big picture. The new dashboard is broken up into sections:
- Upcoming (Uncompleted) Events
- New Two Weeks
- Recent Prospect Activity
- Upcoming Prospect Activity
Each section can be collapsed or expanded using the “+” or “-” on the far right and Heap will remember which sections are expanded and which are collapsed. If you have more than 20 items in a given section you will see a “Load more …” button which allows you to load more items for that section.
The “Event Selector” in the top right controls which events show up in the sections “Overdue,” “Upcoming (Uncompleted) Events” and “Next Two Weeks.” The event selector contains the following:
- All Events
- Associated to My Prospects
- [Your Calendars]
- My Calendar
“All Events” contains every event that you have access to (so any event on any of the calendars, on your “My Calendar,” associated to prospect or associated to a message). “Associated to My Prospects” contains any event where the event is associated to a lead, opportunity, customer or archive where you are one of the managing users.
Overdue and Upcoming Events Sections
Both the “Overdue” and “Upcoming Events” sections list uncompleted events. “Overdue” shows events that are past due and orders them with the most recent events at the top. “Upcoming Events” shows events that will occur in the future starting with the events closest to today.
These sections contain a number of new features showing different information about the event in question (indicated in the above image). Make note of the ability see additional information about the associated prospect. This allows you to accomplish the task without having to switch pages to get contact info.
Next Two Weeks
Just like the “Overdue” and “Upcoming Events,” the events that “Next Two Weeks” shows is determined by the “Event Selector.”
In general this section should be familiar to most Heap users, however, there is one condition which is a bit odd. If you create an event while “Associated to My Prospects” is selected but the event you create isn’t associated to one of your prospects, the event will appear to vanish. The event was created, but it won’t show because it isn’t associated to one of your prospects. You can see the event by changing to “All Events” or “My Calendar.”
Recent Prospect Activity and Upcoming Prospect Activity
“Recent Prospect Activity” and “Upcoming Prospect Activity” show leads, opportunities and customers where you are one of the managing users. For each prospect you will see contact info as well as the five most recent messages.
"Recent Prospect Activity" shows prospects based on recent message activity while “Upcoming Prospect Activity” shows prospects based on how soon there is an uncompleted event for the prospect.
There were other updates to Heap CRM today including:
- The prospect page now remembers which sections are collapsed or expanded
- Updates to iCalendar feeds
- General bug fixes