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.
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:.
knowledgebase.wbpsystems.com
WBP SYSTEMS / Knowledge Base / Convert your Apple Address Book or Microsoft Outlook vCards to CSV
http://knowledgebase.wbpsystems.com/content/Convert_your_Apple_Address_Book_or_Microsoft_Outlook_vCards_to_CSV
Convert your Apple Address Book or Microsoft Outlook vCards to CSV. Convert your Apple Address Book. So that you can import them into Heap CRM. It just takes three steps:. Download the vCards App. Drag the vCards file you want to convert onto the vCards App. A new CSV file will appear. If you are using Microsoft Outlook. Which produces a vCard for every contact instead of a single vCard), you can still use this tool:. Download the vCards App. Select all of the vCards and drag them onto the vCards App.
knowledgebase.wbpsystems.com
WBP SYSTEMS / Knowledge Base / Heap CRM Mobile Interface Explained
http://knowledgebase.wbpsystems.com/content/Heap_CRM_Mobile_Interface_Explained
Heap CRM Mobile Interface Explained. Once you follow the install instructions under your help section, you can start using Heap CRM’s mobile offline interface. If you are at least one page length down, an up arrow will appear allowing you to get to the top of the interface quickly. When you are viewing the last item in the list, you’re online and there might be more items in Heap, a “Load More …” button will appear.
knowledgebase.wbpsystems.com
WBP SYSTEMS / Knowledge Base / Sending Google Form Submissions to Heap
http://knowledgebase.wbpsystems.com/content/Sending_Google_Form_Submissions_to_Heap
Sending Google Form Submissions to Heap. You can quickly create forms for your customers, employees or others to fill out. Here is a sample form (you can have as many fields as you like, it is short to help illustrate the concepts):. When the user saves the form it saves it to this spreadsheet:. Now, using a script. You can have this data (and any other rows) sent to Heap:. And it fills in the response to each row in the “State” column:.
