PlanPlus OnlineVideos
Quickly reference training according to the feature.
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Account/License Management
Account/License Management
- Adding New Users to your PPOL Account 2:03
- Assigning Roles to Users 4:02
- New user Details 3:50
- How to change a users password 0:59
- Have your password sent to you 1:55
- How do I set up my Auto Login? 2:36
- How do I Deactivate my PlanPlus Account? 0:50
- Live Chat
- Feedback Form for Customers using PlanPlus
- Add your Logo to your account 2:33
Background Workflow Engine
Background Workflow Engine
- Scheduled Campaigns 4:00
- Scheduled Reports 3:12
- # Opportunities 2:27
- Territory Access Engine 2:12
Calendar
Calendar
- Setting up and Sharing Calendar's 1:47
- Group Scheduling 2:23
- Creating appts for other users (3:24)
- Inviting users to appts, collaborate on appt agenda 2:13
- Adding Appointments to the Calendar 2:02
- Calendar Categories 4:36
- External Calendar- Sharing calendar externally 5:14
- Change Appointment Calendar Colors 2:12
- Viewing other users tasks 1:18
- Appointments Across Time Zones 2:38
- Calendar Start Day 5:29
Contacts
Contacts
- Add New Contacts 1:47
- How to use the "Related To" Tab 2:11
- Private vs. Public Contacts 3:56
- Add a note to a Contact , Organization, Opportunity?
- Import Notes into a Contact 3:28
- How do I customize the Contact create page? 3:47
- How do I Merge Duplicate Records? 1:13
- Relate Opportunities to Contacts / Organizations 2:36
- How do I set up Drop-down Menu Options? 5:23
- Quick Action Templates and How to use them 5:34
- Managing Contacts 1:45
- Create a list of Specific Contacts 4:01
- Controlling the default "Related To" entity 2:11
- Merging Duplicate Contact Records 3:29
Custom Fields / Page Layouts
Custom Fields / Page Layouts
Case
Case
- Provision access to Support Portal 1:25
- Setup External Portal 7:48
- Create an External Portal User 1:37
- Editing a Support Portal Form 3:08
- Responding to a Case 1:48
- Setting up automatic email transfer to case
- Setting up Email templates for use with Cases 2:31
- Create External Portal User 1:37
Dashboard
Dashboard
Email Center
Email Center
Email Templates
Email Templates
- (See Templates)
Exporting
Exporting
- Schedule an appt for someone else 3:24
- Run Reports (see Manager role)
- Viewing multiple calendars at once 2:17
Forecast
Forecast
- Submit a Forecast 1:45
Importing
Importing
Intro
Intro
- Intro to the home page (blog)
General U/I
General U/I
Knowledge
Knowledge
- Creating a FAQ 1:53
Layouts/ (Page Layouts)
Layouts/ (Page Layouts)
- How do I create Custom Fields with Drop-down Values ?
- Data Layout and Custom Fields 3:58
- Field groups to create better page layouts 4:20
- Add and Edit the Snapshot in PPOL 3:54
- Multiple String Value Fields
- Calculating String Fields 8:17
Mobile
Mobile
- PlanPlus Tasks for Android 2:42
- www.FranklinCoveySoftware.com/mobile (link)
- Blackberry
- iPhone
Marketing
Marketing
- Marketing Module Introduction
- Purchasing Email Quota
- Importing Templates into the Marketing Module
- Create a Drip Campaign 3:03
- Email Templates Using and Creating
- Merge Fields inside your Email Templates
- Introduction to the Marketing Module "Flow Launch" wizard - first of a series 3:45
- Manage Audience / Lists 3:15
- How do I send a Template Email to a Contact list I have searched ?
Organizations
Organizations
Opportunities
Opportunities
Personal Preferences
Personal Preferences
Projects
Projects
Planning
Planning
Quotes
Sales Processes Process Builder
Sales Processes Process Builder
Search / Advanced Search
Search / Advanced Search
Security
Security
Setup Wizard
Setup Wizard
- Set-Up and Introduction (6:10)
Sync
Sync
- Setting up Sync between PPOL and Outlook 5:03
- How Do I set up my Sync with Google? (BETA) :56
- Creating custom fields to match source data
Tasks
Tasks
Template / Materials
Template / Materials
Tool Menu
Tool Menu
Customer Support Admin
Views/ Reports
Web Service APIs
Web Service APIs
- API Documentation(Contact Professional Services team for additional resources on this topic)