Heap CRM Video Tutorials (iPod)
23 episodes - English - Latest episode: about 12 years ago - ★★★★★ - 1 ratingWe'e here to help you get up to speed with heap! Each video is a quick tutorial of a key feature in the Heap CRM.
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Episodes
Labels: Heap CRM's Answer to Transaction Specific Organization
June 08, 2012 01:15 - 5 minutes - 9.85 MB VideoThis covers the new labels feature in Heap CRM. This has implications for search, reports, Google Apps Scripts, and HeapCL.
Heap CRM and QuickSilver or LaunchBar
March 15, 2011 01:15 - 3 minutes - 18 MB VideoDo 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.
Install HeapCL (Heap CRM's Command Line Interface)
March 14, 2011 20:26 - 4 minutes - 15.3 MB VideoThis video instructs you on how to install HeapCL, Heap CRM's command line interface, on Mac and Windows.
Heap CRM's Offline Mobile Interface
August 15, 2010 16:54 - 56 seconds - 2.26 MB VideoHeap 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.
Introduction to Heap
January 10, 2010 16:00 - 7 minutes - 23.8 MB VideoGet 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, E-Mail Templates and using events to do things)
Offline Mobile Interface
September 12, 2009 20:59 - 1 minute - 2.75 MB VideoThe 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 stored directly on the device making it crazy fast.
Heap CRM Notification System
June 15, 2009 02:30 - 2 minutes - 6.94 MB VideoIn this video we cover the main ways you can be alerted of activity in Heap CRM: * The Dashboard * RSS * E-Mail Alerts * iGoogle Gadget
March '09 Feature Round Up
March 10, 2009 00:30 - 1 minute - 6.83 MB VideoNew features include: Merge to Google Docs, Copy Events and Enhanced Round Trip Searching
Heap CRM and Google Apps
November 23, 2008 03:30 - 1 minute - 5.68 MB VideoHeap 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. However, once you setup the link to Google, you can also view any office document in Docs. So, regardless of the computer or device you happen to be using, you will always be able to view your files in Heap.
Find: Anything Search Video
February 28, 2008 01:30 - 1 minute - 9.19 MB VideoNew video for the Find: Anything page
Enhanced Reports / E-Mail Drawer / Saved Search Results to Category
February 21, 2008 21:30 - 2 minutes - 8.64 MB VideoEnhanced Reports, E-Mail Drawer and Saving Search Results to Categories
Timed E-Mails and Follow-Up Events
September 09, 2007 21:30 - 2 minutes - 3.41 MB VideoDo 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.
An Introduction to iGoogle and the Heap CRM Google Gadget
July 19, 2007 01:00 - 2 minutes - 5.62 MB VideoA quick introduction to iGoogle and why you might want to use it; followed by a tour of the Heap CRM Google Gadget.
Enhanced Person Page, Exporting Search Results, iPhone Interface, List View, QuickView
July 10, 2007 03:00 - 3 minutes - 6.92 MB VideoA 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
Send E-Mail, Sounds Like Searching and the new Mac OS X Widget
June 12, 2007 00:00 - 4 minutes - 6.93 MB VideoQuickly learn to send email, do sounds like searching, searching from email and use the new Mac OS X Widget.
New E-Mail Features
April 26, 2007 00:00 - 2 minutes - 3.35 MB VideoE-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.
New Features (Intermediate)
April 19, 2007 21:00 - 3 minutes - 3.34 MB VideoA quick look at the new features in Heap CRM including: *Drag and Drop Calendars *Calendar Check-off *More Exporting *And More...
Search (Intermediate)
April 13, 2007 19:00 - 1 minute - 1.94 MB VideoSearch is extremely powerful. Not only does it search everything, but you can set ranges for probabilities and values.
Importing and Exporting (Intermediate)
April 13, 2007 18:00 - 3 minutes - 4.83 MB VideoGetting your data in and out of heap is a snap with comma separated files (CSV).
Categories (Intermediate)
April 10, 2007 20:00 - 2 minutes - 3.81 MB VideoView 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.
iCalendar (Intermediate)
April 10, 2007 20:00 - 2 minutes - 4.05 MB VideoView 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.
RSS and Messages (Intermediate)
April 10, 2007 18:00 - 3 minutes - 5.07 MB VideoKeep 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.