Introduction to Heap

Update: 2010-01-10

Description

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)

Comments

In Channel

Labels: Heap CRM's Answer to Transaction Specific Organization

2012-06-0805:34

Heap CRM and QuickSilver or LaunchBar

2011-03-1503:42

Install HeapCL (Heap CRM's Command Line Interface)

2011-03-1404:04

Heap CRM's Offline Mobile Interface

2010-08-1500:56

Introduction to Heap

2010-01-1007:34

Offline Mobile Interface

2009-09-1201:10

Heap CRM Notification System

2009-06-1502:12

March '09 Feature Round Up

2009-03-1001:31

New Heap Dashboard

2009-01-0802:22

Heap CRM and Google Apps

2008-11-2301:01

Find: Anything Search Video

2008-02-2801:03

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

2008-02-2102:32

Timed E-Mails and Follow-Up Events

2007-09-0902:42

An Introduction to iGoogle and the Heap CRM Google Gadget

2007-07-1902:50

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

2007-07-1003:41

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

2007-06-1204:23

New E-Mail Features

2007-04-2602:36

New Features (Intermediate)

2007-04-1903:12

Search (Intermediate)

2007-04-1301:52

Importing and Exporting (Intermediate)

2007-04-1303:29

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#box-pro-ellipsis-176194634897766{-webkit-line-clamp:2;}Introduction to Heap

Introduction to Heap

ben smith

Introduction to Heap