Heap CRM Video Tutorials

Heap CRM Video Tutorials episodes:

• 06.08.2012

  Labels: Heap CRM's Answer to Transaction Specific Organization

  This covers the new labels feature in Heap CRM. This has implications for search, reports, Google Apps Scripts, and HeapCL.

  
• 03.15.2011

  Heap CRM and QuickSilver or LaunchBar

  Do you use both QuickSilver and Heap CRM? How about LaunchBar and Heap CRM? If so, this video shows you how to install the action script and takes you on a tour of a some of the available commands.

  
• 03.14.2011

  Install HeapCL (Heap CRM's Command Line Interface)

  This video instructs you on how to install HeapCL, Heap CRM's command line interface, on Mac and Windows.

  
• 08.15.2010

  Heap CRM's Offline Mobile Interface

  Heap CRM's offline mobile interface works on just about any smart phone including: iPhone, Android, BlackBerry, Palm Pre and Maemo. The interface also resizes for tablets.

  
• 01.10.2010

  Introduction to Heap

  Get to know Heap CRM, the online customer relationship tool designed for small business. In this video we cover the basics of Heap including: * The Dashboard * Messages * Events * People (Contacts) * Prospects (Leads, Opportunities, Customers and Archives) * Automation (Event Templates,...

  
• 09.12.2009

  Offline Mobile Interface

  The new offline interface for Heap CRM allows you to work anywhere you have your iPhone, iPod Touch or Android device. With its use of the new HTML5 standards your most important data as well as the application is...

  
• 06.15.2009

  Heap CRM Notification System

  In this video we cover the main ways you can be alerted of activity in Heap CRM

  
• 03.10.2009

  March '09 Feature Round Up

  New features include: Merge to Google Docs, Copy Events and Enhanced Round Trip Searching

  
• 01.08.2009

  New Heap Dashboard

  Review of new Heap Dashboard

  
• 11.23.2008

  Heap CRM and Google Apps

  Heap CRM and Gmail: In addition to the standard e-mail integration available to all e-mail users, Gmail (and Google Apps) users have bidirectional contact integration. Heap CRM and Google Docs: Just like normal files, you can attach Google Docs to your messages....

  
• 02.28.2008

  Find: Anything Search Video

  New video for the Find: Anything page

  
• 02.21.2008

  Enhanced Reports / E-Mail Drawer / Saved Search Results to Category

  Enhanced Reports, E-Mail Drawer and Saving Search Results to Categories

  
• 09.09.2007

  Timed E-Mails and Follow-Up Events

  Do you need to follow-up on a message? Try the new follow-up events. Need to send messages on a schedule? Try the new timed E-Mails.

  
• 07.19.2007

  An Introduction to iGoogle and the Heap CRM Google Gadget

  A quick introduction to iGoogle and why you might want to use it; followed by a tour of the Heap CRM Google Gadget.

  
• 07.10.2007

  Enhanced Person Page, Exporting Search Results, iPhone Interface, List View, QuickView

  QA wrap up of the new enhancements in Heap CRM in the last month. These include: QuickView, List View, the iPhone interface, Exporting Search Results, the Enhanced Person Page, QuickSilver Integration, Complete RSS, and Complete iCal

  
• 06.12.2007

  Send E-Mail, Sounds Like Searching and the new Mac OS X Widget

  Quickly learn to send email, do sounds like searching, searching from email and use the new Mac OS X Widget.

  
• 04.26.2007

  New E-Mail Features

  E-Mail integration has been enhanced a great deal. You can now create events, messages and prospects directly from your E-Mail account. Additionally, if you have an IMAP or POP3 account, you can import messages directly in Heap.

  
• 04.19.2007

  New Features (Intermediate)

  A quick look at the new features in Heap CRM including: *Drag and Drop Calendars *Calendar Check-off *More Exporting *And More...

  
• 04.13.2007

  Search (Intermediate)

  Search is extremely powerful. Not only does it search everything, but you can set ranges for probabilities and values.

  
• 04.13.2007

  Importing and Exporting (Intermediate)

  Getting your data in and out of heap is a snap with comma separated files (CSV).

  
• 04.10.2007

  Categories (Intermediate)

  Dive deep into the most powerful feature of heap. With categories you can create detailed reports, find data faster and assist you with your business.

  
• 04.10.2007

  iCalendar (Intermediate)

  View your valuable calendar data in Outlook 2007 or in Apple iCal. ICalendar is more then just exporting, it's syncing. When you make a change in heap you automatically see that change in Outlook or Apple iCal.

  
• 04.10.2007

  RSS and Messages (Intermediate)

  Keep up to date with really simple syndication (RSS). With RSS you can stay up-to-date with messages and comments without evening having to visit your heap account.