Heap CRM Video Tutorials (Apple TV)

We'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.

Episodes

RSS and Messages (Intermediate)

May 11, 2019 • 3 mins

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.

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iCalendar (Intermediate)

May 11, 2019 • 2 mins

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.

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Categories (Intermediate)

May 11, 2019 • 2 mins

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.

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Importing and Exporting (Intermediate)

May 11, 2019 • 3 mins

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

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New E-Mail Features

May 11, 2019 • 2 mins

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.

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Search (Intermediate)

May 11, 2019 • 1 min

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

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New Features (Intermediate)

May 11, 2019 • 3 mins

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

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

May 11, 2019 • 3 mins

A 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

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

May 11, 2019 • 4 mins

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

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An Introduction to iGoogle and the Heap CRM Google Gadget

May 11, 2019 • 2 mins

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

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March '09 Feature Round Up

May 11, 2019 • 1 min

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

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Heap CRM Notification System

May 11, 2019 • 2 mins

In this video we cover the main ways you can be alerted of activity in Heap CRM: * The Dashboard * RSS * E-Mail Alerts * iGoogle Gadget

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Heap CRM and QuickSilver or LaunchBar

May 11, 2019 • 3 mins

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.

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Install HeapCL (Heap CRM's Command Line Interface)

May 11, 2019 • 4 mins

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

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Heap CRM's Offline Mobile Interface

August 15, 2010 • 56 secs

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.

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New Heap Dashboard

January 7, 2009 • 2 mins

Review of new Heap Dashboard

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Heap CRM and Google Apps

November 22, 2008 • 1 min

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. 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 alwa...

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Find: Anything Search Video

February 27, 2008 • 1 min

New video for the Find: Anything page

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

February 21, 2008 • 2 mins

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

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Timed E-Mails and Follow-Up Events

September 9, 2007 • 2 mins

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.

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