PlanPlus OnlineVideos Training by Role

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Training organized according to a user's role.

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User (Initial Setup)
I am a User (Initial Setup), I am trying to....
- Home Page Overview **Start Here** 7:04
- Overview of Other Tabs 3:38
- Contact Management Overview 7:45
- Mobile Access & Sync Options Setup Wizard 7:45
- How to login from my smart phone1:30
- Setup Cloud-Cloud sync with Google or Microsoft 365 2:00
- Setup Sync with MS Outlook (windows desktop) 5:03 Desktop Outlook Email Connector 6:44
- How do I set up my Auto Login? 2:36
- Setup My Email / Email Signature4:02
- Set up Notifications 4:44
- External Calendar 4:58
User (Post Setup)
I am a User (Post Setup), I am trying to....
- How to Delegate tasks 3:59
- Retrieve/ change users password 0:59
User (Planning)
I am a Planner, I am trying to....
- Create a Mission Statement 2:16
- Identify my Goals 1:23
- Identify my most important activities by each Role 4:33
- Schedule recurring tasks 2:04
- Daily Planning 2:10
- Progressive Goal Planning 12:23
Manager
I am Manager, I am trying to....
- Create a task and delegate it to someone else 1:37
- View someone else’s calendar 2:41
- Setting up Dashboards 2:25
- Setting up Roles & Security
- Setting up Reports 2:37
- Create a list for reps to call from (create view) 5:47
Administrator
I am a PlanPlus System Administrator, I am trying to....
- Add your logo to your account 2:33
- New user details 3:50
- Merge duplicate contact records 3:29
- How do I deactivate my PlanPlus account? 0:50
Sales Rep
I am a Sales Rep, I am trying to....
- Contact Management Overview 7:45
- Managing Opportunities and Sales Processes (3:45)
- Who do I call today? 3:39
- Create a quote to send to a prospect 4:45
- Click to Dial with Skype 3:39
- Forecast a sale 1:40
- Listing your Data: See it - Sort it - Print it - Export it 5:44
Sales Manager
I am a Sales Manager, I am trying to....
- See how many calls were made 2:36
- Report Builder2:36
- Won / Lost Report 5:46
- See a report on who is logging in 0:55
- Create a new view and Set Default View 2:18
Sales Admin
I am a Sales Admin, I am trying to....
- Determine Sales Stage 1:48 (Template doc)
- Define Sales Stages Create a Sales Process 9:06
- Click to Dial with Skype 3:39
Project Manager
I am a Project Manager, I am trying to....
- Create a Project 4:28
- Send a project update to stakeholders1:21
- Record time that was spent on a task 1:04
- Upload documents to a project 1:31
- Create Project Template from a completed project 1:58
- Project Summary Table Columns 4:28
- Task View Table Columns 4:28
- Project Snapshot Layout 1:40
Marketer
I am a Marketer, I am trying to....
- Upload a new audience list 3:28
- Create a list from contacts already in the database 4:01
- Design a new email template for sales rep use 4:30
- Design a new email template for Marketing Dept use 4:31
- Build a new web form for lead generation 4:46
- Schedule Drip Campaign to run each day 4:00
- Email drip campaigns 3:05
- How to view email statistics 1:53
- How to create an email template from a web page 2:46
Marketing Admin
I am a Marketing Admin, I am trying to....
- Improve your lead capture 4:46
- Build a web form and connect to our website 8:57
- Create an Email Template Blog
- Increase Email Quota Blog
- Integrate with Facebook4:24
- Merge a PDF Document
- Contact Edit Forms6:53
Customer Support Admin
I am a Customer Support Admin, I am trying to....
- Provision access to Support Portal 1:25
- Setup External Portal 7:48
- Creating a FAQ 1:53
- Convert a closed Case into an FAQ 1:30
- Transfer Emails to Cases 1:46
Customer Support Rep
I am a Customer Support Rep, I am trying to....
- Review Open Cases 1:15
- Responding to a Case 1:48
- Close a Case- record time sheet 1:05
- Close Case- Send Survey 3:43
- Create a FAQ/Knowledge item from a completed case 1:29
- Creating a FAQ 1:53