“My” Variables for E-Mail Templates, E-Mail Template List Mode and More

Saturday, November 1st, 2008

We've made some important updates to Heap CRM:

1) My Variables:

This allows users (within the same company) to reuse each others e-mail templates while still keeping their data at the bottom of the automated e-mails.

2) E-Mail Template List Mode:

3) Expansion of the Person Duplicate Function:

This allows you to duplicate and associate as a related person to prospect in one click. You'll find it on the prospect details page.

4) You can now use the followup event format when creating a lead, opportunity, customer or archive by e-mail.