Save Search to Label with Heap CRM

Sunday, May 20th, 2012

You can now label every item in a search result!

Here's how it works. When you search leads, opportunities, customers and archives (prospects) just type into the "Add Label" box and press enter.

If you are searching messages or events, when you type in the label, the label will be applied on all of the prospects associated with your search results.

Save Search to Category >
Save Search to User >
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