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.

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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.

Save Search to Category with Heap CRM

Saturday, February 9th, 2008

Save Search to Category with Heap CRM

Ever want to put all of your search results in a category; now you can with save search to category.

Here's how it works. When you search people or leads, opportunities, customers and archives just click on the "save to category" button and all of your search results will be added to that category. You can even create a new category right there on the fly.

If you are searching messages or events, when you click one of the "save search to category" buttons, all of people associated with your search results will be added to that category.

With this tool you can now create temporary (or permanent) categories very quickly.

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