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WBP SYSTEMS / Knowledge Base / Don't you look smart!

Don't you look smart! Heap CRM Mobile Interface Explained. Following Up with your Prospects. Understanding Prospects, People and Associations. Become an Automation Ninja. Setup Connection to your Mail Server. Setup Connection to Google Docs. Reactivating a Suspended Account. Connecting Heap to other Apps. Setup Connection to your Mail Server. Install a Heap CRM Google Apps Script. Sending Google Form Submissions to Heap. Setup Connection to Google Docs. Setup Google Contacts Connection. Subscribing to a ...

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Don't you look smart! Heap CRM Mobile Interface Explained. Following Up with your Prospects. Understanding Prospects, People and Associations. Become an Automation Ninja. Setup Connection to your Mail Server. Setup Connection to Google Docs. Reactivating a Suspended Account. Connecting Heap to other Apps. Setup Connection to your Mail Server. Install a Heap CRM Google Apps Script. Sending Google Form Submissions to Heap. Setup Connection to Google Docs. Setup Google Contacts Connection. Subscribing to a ...

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3 torch project management

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WBP SYSTEMS / Knowledge Base / Don't you look smart! | knowledgebase.wbpsystems.com Reviews

https://knowledgebase.wbpsystems.com

Don't you look smart! Heap CRM Mobile Interface Explained. Following Up with your Prospects. Understanding Prospects, People and Associations. Become an Automation Ninja. Setup Connection to your Mail Server. Setup Connection to Google Docs. Reactivating a Suspended Account. Connecting Heap to other Apps. Setup Connection to your Mail Server. Install a Heap CRM Google Apps Script. Sending Google Form Submissions to Heap. Setup Connection to Google Docs. Setup Google Contacts Connection. Subscribing to a ...

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knowledgebase.wbpsystems.com

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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.

2

WBP SYSTEMS / Knowledge Base / Creating Custom Values

http://knowledgebase.wbpsystems.com/content/Creating_Custom_Values

You can create custom values for both prospects and people in Heap CRM. To create a field, open any. Person click “Add”:. Now that you have created the field, it will show on all people and you just have to fill in the specific value and click “Edit”. Prospect custom values work the same way, they are just at the prospect (transaction level). Click the “Add” button on any. Once the field is created it will show up all prospects (you will only have to fill in the field and click “Edit”).

3

WBP SYSTEMS / Knowledge Base / The Mobile Interface is Behaving Strange, What to Do?

http://knowledgebase.wbpsystems.com/content/The_Mobile_Interface_is_Behaving_Strange__What_to_Do_

The Mobile Interface is Behaving Strange, What to Do? If the offline mobile interface is exhibiting strange behavior, it is best to remove and reinstall:. Select the “Settings” app from your devices home screen. Select “Safari”. Select “Clear History”, “Clear Cookies” and “Clear Cache”. Select “Databases”. Click “Edit” in the upper right corner. Next to each entry click the “-” then select “Delete” (the entry should disappear). Click “Done” in the upper right hand corner. Select Add to Home Screen. Find ...

4

WBP SYSTEMS / Knowledge Base / Using Torch Project Management from Alfred

http://knowledgebase.wbpsystems.com/content/Using_Torch_Project_Management_from_Alfred

Using Torch Project Management from Alfred. Using the Alfred Extensions. Do you want to interact with Torch Project Management directly from Alfred? You can using extensions. So, if I wanted to mark a task as complete (in this case “TPS Report”), I would type:. If you haven’t done so already, Install TorchCL. Download the Extensions (1.x). Download the Extensions (2.x). Unzip “Extensions.zip”.

5

WBP SYSTEMS / Knowledge Base / Using Heap CRM from Alfred

http://knowledgebase.wbpsystems.com/content/Using_Heap_CRM_from_Alfred

Using Heap CRM from Alfred. Using the Alfred Extensions. Do you want to interact with Heap CRM directly from Alfred? You can using extensions. So, If I wanted to get the history of a prospect (in this case John Doe), I would type:. Which would save the history file to my desktop. If you haven’t done so already, Install HeapCL. Download the Extensions (1.x). Download the Extensions (2.x). Unzip “Extensions.zip”.

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WBP SYSTEMS / Weblog » 2013 » April

http://blog.wbpsystems.com/2013/04

You are currently browsing the WBP SYSTEMS / Weblog. Weblog archives for April, 2013. Archive for April, 2013. Support for Panicâ s Status Board in Heap CRM. Thursday, April 11th, 2013. Yesterday, Panic released Status Board. An app for the iPad to show exactly the status of everything you're involved with. Of course, the plethora of RSS and iCalendar/vCalendar feeds in Heap CRM. Work out of the box, but it also allows us to extend the places you can see pipeline reports:. Thursday, April 11th, 2013.

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Don't you look smart! Heap CRM Mobile Interface Explained. Following Up with your Prospects. Understanding Prospects, People and Associations. Become an Automation Ninja. Setup Connection to your Mail Server. Setup Connection to Google Docs. Reactivating a Suspended Account. Connecting Heap to other Apps. Setup Connection to your Mail Server. Install a Heap CRM Google Apps Script. Sending Google Form Submissions to Heap. Setup Connection to Google Docs. Setup Google Contacts Connection. Subscribing to a ...

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