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.

Install HeapCL (Heap CRM's Command Line Interface)

Mar 14th, 2011 4m 4s

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

Aug 15th, 2010 56s

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.

Introduction to Heap

Jan 10th, 2010 7m 34s

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

Offline Mobile Interface

Sep 12th, 2009 1m 10s

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

Heap CRM Notification System

Jun 15th, 2009 2m 12s

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

March '09 Feature Round Up

Mar 10th, 2009 1m 31s

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

New Heap Dashboard

Jan 8th, 2009 2m 22s

Review of new Heap Dashboard

Heap CRM and Google Apps

Nov 23rd, 2008 1m 1s

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 D

Find: Anything Search Video

Feb 28th, 2008 1m 3s

New video for the Find: Anything page

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

Feb 21st, 2008 2m 32s

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

Timed E-Mails and Follow-Up Events

Sep 9th, 2007 2m 42s

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.

An Introduction to iGoogle and the Heap CRM Google Gadget

Jul 19th, 2007 2m 50s

A 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

Jul 10th, 2007 3m 41s

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

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

Jun 12th, 2007 4m 23s

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

New E-Mail Features

Apr 27th, 2007 2m 36s

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.

New Features (Intermediate)

Apr 19th, 2007 3m 12s

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

Search (Intermediate)

Apr 13th, 2007 1m 52s

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

Importing and Exporting (Intermediate)

Apr 13th, 2007 3m 29s

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

Categories (Intermediate)

Apr 10th, 2007 2m 18s

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.

iCalendar (Intermediate)

Apr 10th, 2007 2m 44s

RSS and Messages (Intermediate)

Apr 10th, 2007 3m 21s

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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