We have added a number of free training videos to assist you in learning and setting up your PlanPlus Online account. To access these videos, login to your account and click “Help & Training,” then “Videos.”
Here are just a few of the videos that were recently added:
- Configuring organization category and contact classifications
- creating a vision statement
- organizing and viewing scheduled reports
- setting up views and setting default views for users
- using the sales stage worksheet
- using the territory access engine
- viewing email statistics.
