heap.wbpsystems.com
WBP SYSTEMS / Heap CRM / Offline Mobile Access / Access your Heap data from many devices including the iPhone, iPad, Android, BlackBerry and Palm Pre
http://heap.wbpsystems.com/mobile.php
Access your data anywhere, anytime. Scales to Any Size. Regardless if you are looking at messages, events or people, you can instantly filter the list with either the prospect drop-down or the filter box. The filter box doesn't just filter based on the name; it examines the entire object. This includes comments (on messages), addresses and notes (on people), and dates (on events). Add messages, comments, events, people, prospects and complete events: all offline. IPhone OS (3.0 ):. Palm Pre (or higher).
heap.wbpsystems.com
WBP SYSTEMS / Heap CRM / Forward, import and more with E-Mail and Heap / Send (or Forward) your E-Mail to Heap, Send (or Forward) your Events to Heap, Send (or Forward) new Prospects to Heap, Import E-Mail into Heap, Search Heap from Your E-Mail, E-Mail: A
http://heap.wbpsystems.com/create.php
Forward, import and more with E-Mail and Heap. Send (or Forward) your E-Mail to Heap. Send (or Forward) your Events to Heap. Send (or Forward) new Prospects to Heap. Import E-Mail into Heap. Search Heap from your E-Mail. From any email client, send (or forward) an e-mail to your Heap account. Heap creates a message and associates it to the lead, opportunity, customer or archive based on who the email was sent to (or from if this email is being forwarded). From an external calendar program that supports G...
heapcrm.com
WBP SYSTEMS / Heap CRM / Heap and Google Apps / Integration with Google Docs, Google Contacts, Google Voice, Google Android, Google Chrome Extensions, Google Gadgets, Google Visualization API
http://www.heapcrm.com/voice.php
Google Chrome Web Store. Google Visualization Data Source. Files attached to messages and comments can be viewed in Google Drive/Docs. Quickly viewing uploaded files in Google Drive/Docs is just the beginning of the integration. You can search Google Drive and attach it to your messages; or upload a new file to Google Drive by dragging it onto the new message window. Create a single customized doc, or merge an entire category all at once! Import / export people to Google Contacts. There is no limit to th...
knowledgebase.wbpsystems.com
WBP SYSTEMS / Knowledge Base / Setup Connection to your Mail Server
http://knowledgebase.wbpsystems.com/content/Setup_Connection_to_your_Mail_Server
Setup Connection to your Mail Server. 1) Go to the users tab and click “Edit” next to your name:. 2) Fill in the “SMTP Server Address”, “SMTP Server Username”, “SMTP Server Password” (these will be provided by your e-mail service provider):. What can you do after setting up the connection:. Send out e-mail to an entire category at once. Setup e-mail templates to be sent by an event automatically. Send e-mail as part of an event template. Send e-mail templates from within prospects.
blog.wbpsystems.com
WBP SYSTEMS / Weblog » Heap Best Practices
http://blog.wbpsystems.com/category/heap/best-practices
You are currently browsing the archives for the Heap Best Practices category. Archive for the 'Heap Best Practices' Category. Become an Automation Ninja (Heap CRM). Thursday, December 30th, 2010. 1) Step One - Event Templates. Use event templates to create a series of events based on the current date or an offset date. You can fire an event template when you create a new prospect, update a prospect, through e-mail or via the WebHook. Variables containing information about the prospect:. There is many rea...
blog.wbpsystems.com
WBP SYSTEMS / Weblog » 2011 » December
http://blog.wbpsystems.com/2011/12
You are currently browsing the WBP SYSTEMS / Weblog. Weblog archives for December, 2011. Archive for December, 2011. Quicker Access to Common Actions in Heap CRM. Saturday, December 24th, 2011. Certain actions in Heap CRM. The action button is a gear located to the right of a person or prospect:. In the case of a person, clicking on this button allows you to change categories, create prospects or duplicate the person:. Heap CRM Automation Comes to Related People. Thursday, December 22nd, 2011. Suppose yo...
blog.wbpsystems.com
WBP SYSTEMS / Weblog » 2012 » January
http://blog.wbpsystems.com/2012/01
You are currently browsing the WBP SYSTEMS / Weblog. Weblog archives for January, 2012. Archive for January, 2012. Get Messages from the Heap CRM WebHook (and HeapCL). Friday, January 6th, 2012. You can now retrieve messages using the Heap CRM. If I set the variable (JSON, POST or GET) â listâ to â messages John Doeâ I will get a JSON payload containing messages associated to the prospect John Doe. HeapCL - list "messages John Doe" - save "messages.csv". I'll get a plain text file containing each message.
knowledgebase.wbpsystems.com
WBP SYSTEMS / Knowledge Base / Become an Automation Ninja
http://knowledgebase.wbpsystems.com/content/Become_an_Automation_Ninja
Become an Automation Ninja. 1) Step One - Event Templates. Use event templates to create a series of events based on the current date or an offset date. You can fire an event template when you create a new prospect, update a prospect, through e-mail or via the WebHook. You can use any of the following variables (the variables are common to event templates, email templates and Google Docs used as a template). Variables containing information about the prospect:. Or perform an another action. Is short for ...
knowledgebase.wbpsystems.com
WBP SYSTEMS / Knowledge Base / Using the Merge to Google Docs Feature
http://knowledgebase.wbpsystems.com/content/Using_the_Merge_to_Google_Docs_Feature
Using the Merge to Google Docs Feature. With the addition of the merge to Google Docs capability in Heap CRM, I thought it would be good to cover both the creation of a template and a typical use. Ok, so the obvious use of this feature it to create a whole bunch of letters or something all at once. The less obvious use is to create templates for common correspondence. For instance, here is my standard letter to new partners:. So, on a lead page, I’m going to select export to Google Docs:.
