Claim OwnershipHeap CRM Video Tutorials (iPhone)
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Description
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.
23 Episodes
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This covers the new labels feature in Heap CRM. This has implications for search, reports, Google Apps Scripts, and HeapCL.
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.
This video instructs you on how to install HeapCL, Heap CRM's command line interface, on Mac and Windows.
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.
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, E-Mail Templates and using events to do things)
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 stored directly on the device making it crazy fast.
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
New features include: Merge to Google Docs, Copy Events and Enhanced Round Trip Searching
Review of new Heap Dashboard
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 always be able to view your files in Heap.
New video for the Find: Anything page
Enhanced Reports, E-Mail Drawer and Saving Search Results to Categories
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.
A quick introduction to iGoogle and why you might want to use it; followed by a tour of the Heap CRM Google Gadget.
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
Quickly learn to send email, do sounds like searching, searching from email and use the new Mac OS X Widget.
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.
A quick look at the new features in Heap CRM including:
*Drag and Drop Calendars
*Calendar Check-off
*More Exporting
*And More...
Search is extremely powerful. Not only does it search everything, but you can set ranges for probabilities and values.
Getting your data in and out of heap is a snap with comma separated files (CSV).
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