Add Details to Event Templates (Heap CRM)

Thursday, December 23rd, 2010

You can now add location and description data in event templates. When creating an event, click the "add more details..." button.

Then fill out the location and description information. Just like the event title field, you can use the same variables as you use in email templates and Google Docs within the location and description field:

“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.