A Brand new look for PlanPlus Online

If you are already a PlanPlus Online subscriber you will notice a number of new features and one of the most significant updates yet. If it has been a while since you tried PlanPlus Online, come take another look.


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Tv name - $1490

Photo camera - $1490

All new design

  • New User Interface
  • More intuitive navigation
  • Multi-user-single column view on calendar tab**
  • Territory engine feature for leads
  • Salesforce migration & files import now available (PS)

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Mobile app improvements

  • Leads on mobile
  • Daily Notes

New Reports

  • Duration & Count by Appointment Category
  • Leads Converted to Opportunities by User

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Notebook - $1490

Video


Updates

    • Task detail page UI changes
    • Appointment detail page UI changes
    • New UI Menu
    • New UI for contact summary page
    • New UI for organization summary page
    • New UI for lead summary page
    • New UI for contact detail page
    • New UI for organization detail page
    • New UI for lead detail page
    • New UI for project summary page
    • Project view changes
    • Google task sync feature
    • Territory engine feature for leads
    • New Action sheet UI changes**
    • Email to lead parser for tiger
    • Email to lead parser for Zillow
    • Email to lead parser for ebay
    • Email to lead parser for Realtor.com
    • Added proquest email parsing support
    • Support process steps with “days before” requirements
    • Attaching territory engine in advanced search. Allows territory engine to re-run.
    • Custom Object fields search feature
    • Sales force files import feature (Available via Pro Services Only)**
    • REST interfaces for Tasks (Exchange sync)
    • New Web services for England needs
    • Multi-user-single column view on calendar tab**
    • HTML Color pickers in the app in additional to Hex code
    • Add color to all day events on PDF view
    • Mobile browser app task home will show projects and opportunity tasks
      Lead on mobile
    • Secure method to retrieve passwords
    • Added feature to create appointment from Web forms
    • Record email back to contacts in CC and BCC fields
    • In projects provided feature to view only open tasks
    • Project summary – Separation of open vs closed projects
    • Add Team lead import feature to CSV imports
    • Added Time sheets to all PPOL modules
    • More filtering features to SOS request call notes report(?)
    • Add additional fields to lead reports
    • Mobile leads — Add note, task and appointment feature
    • Added Bing maps next to Mapquest
    • Calendar report shows time duration (*)
    • Shared calendars show All day appointments of other users
    • Option to delete tasks from Activities Tab
    • Report on custom objects (not ready)
    • Mobile enhancements
    • Lead report will show number of converted leads by Rep (*)
    • Field group add button to make it easy to use
    • List view: All headers should be sortable
    • Drag and drop functionality for project tasks and opportunity tasks on home page

Various Bug Fixes:
-Spanish Import not recognizing special characters