Search Phone Numbers and import Voice Mail in Heap CRM

Wednesday, August 19th, 2009

You can now search using part of a phone number in Heap CRM. Just like many fields, there is now a special bucket selector named phone. Here is an example search:

James phone: 509|206

This would find someone named James in the 509 or 206 area code. Despite its name, the phone bucket selector actually searches the phone, mobile and fax fields.

You can now also forward in voice mail from services like Google Voice and have them associate to the proper prospect based on phone number. In Google Voice from the "more" menu you can select to e-mail the voice mail:

Send Message to Heap

Which will be imported into Heap like so:

Google Voice in Heap