Knowledge Base

Heap CRM

Categories
Best Practices E-Mail Google Docs / Contacts

• Using the Merge to Google Docs Feature
  
• Following Up with your Prospects
  
• Setup Connection to Google Docs
  
• Setup Google Contacts Connection
  
• Setup Connection to your Mail Server
  
• Creating Custom Values
  
• Person Page Drawers and when they Appear
  
• Drag and Drop Events and Tasks from Message to Message
  
• Use Custom Variables in E-Mail Templates
  
• Reactivating a Suspended Account
  
• Choosing what Sections Show on the Dashboard and Prospect Page
  
• Save data from WuFoo Forms into Heap CRM
  
• Install a Heap CRM Google Apps Script
  
• Import / Export E-Mail and Event Templates in Heap CRM
  
• Import / Export Search Report Commands
  
• Heap CRM Mobile Interface Explained
  

• Navigation

  • Knowledge Base Home
  • All Articles

• Categories

  • Heap CRM (16)
  • Torch Project Management (17)