New User Set-Up (All Editions) – FREE
Who should attend this workshop? Anyone that would like to learn how to set-up their account on any edition including settings, importing, syncing, email center, planning overview and more.
What is discussed? This course provides an interactive group training to help you get your individual PlanPlus Online account set-up. We help you with all of the basic settings so you can start using your PlanPlus Online account immediately. Our trainers will answer any questions you have and help you.
Sell More Using Opportunities and Processes in PlanPlus Online – FREE
Who should attend this workshop? This course is for anyone interested in increasing their sales with the powerful tools that PlanPlus Online offers.
What is discussed? This workshop discusses the powerful tools in PlanPlus Online that will help you follow up on leads, turn leads into opportunities, and track those opportunities so leads never slip through the cracks.
NEW: Sync Workshop – FREE
PlanPlus Online is a powerful platform across numerous devices and operating systems, including desktop and laptop computers, smartphones, and tablets. However, getting all these devices, operating systems, and applications to sync to your PlanPlus Online account can be a challenge.
If you want your sync connections up and running, we invite you to attend our new, weekly interactive online Sync Workshop. This live webinar will show you step-by-step how to get PlanPlus Online to sync smoothly with all of your devices.
Attendees will be able to interact with the workshop host to troubleshoot any sync issues they’re having. You’re encouraged to attend the workshop with a video-capable device in order work with the host.
NEW: Featured Webinar – FREE
Each month we’ll focus on one feature of PlanPlus Online that can make you more productive and successful. Stay tuned as we announce our next topic for our Featured Webinar!