By Use Case

Now Viewing
By Feature

Feature Category

Videos

• 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

• Scheduled Campaigns 4:00
• Scheduled Reports 3:12
• # Opportunities 2:27
• Territory Access Engine 2:12

• 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

• 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

• Data Layout and Custom Fields  3:58
• What are Date Calculated Field's
• Add and Edit the Snapshot in PPOL  3:54
• Contact Classification & Organization Category 3:54

• 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

• Review the Activity Report  1:30

Email Center

• Set up Outgoing Email Setting (SMTP)

Email Templates

• (See Templates)

Exporting

• Exporting from a View/Report 4:03
• View, Sorting, Printing and Exporting Data

File Repository

Forecast

• Submit a Forecast 1:45

Importing

• Import Organization / Contact Relationships3:53
• Importing Notes into a Contact Record
• Import Contacts 3:43

• Intro to the home page (blog)

• Add your Logo to your account  2:33

• Creating  a FAQ 1:53

• 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

• Converting Leads to Contacts/Organizations/Oppty 2:13
• Importing Leads ( CSV. File ) 4:35

• PlanPlus Tasks for Android 2:42
• www.FranklinCoveySoftware.com/mobile (link)
• Blackberry
• iPhone  

• 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 ?

• Tracking the Primary Contact at an Organization 2:03
• Add a New Organization 1:17

• Opportunity Management  2:30
• Opportunity Process Builder Introduction  3:12 
• Sharing Opportunity Details to outside contacts  3:35
• Web forms to capture opportunities (5:05)

• Desktop icon to open PlanPlus Online  2:36
• Setup an External Profile
• Publish External Calendar Link 3:23
• Manage Password 1:32
• Add Company Logo 2:33
• How do I sync with Google? 5:23
• Reminders and Alerts 1:43

• Project Management overview  6:46
• Chapter overview of the Project Module 0:53  
• Project Templates 1:58

• Mission Builder in the Planning Tab 2:16
• Weekly Task Planning 0:28
• Big Rocks - Managing the Important Tasks 1:33
• Setting and Committing to Goals 1:23
• Personal Planning 4:23           
• Mission and Goal Planning    0:46
  

• Create a Quote from a Sales Opportunity
• Adding your Company Logo to Quotes

Sales Processes Process Builder

• Process Builder- 1- Start with Sales Stage 6:35
• Process Builder Summary   (8:59)
• Opportunity Process Builder Introduction 3:21
• Sharing Opportunity Details to outside contacts 3:35
• Cloning a Process 1:43
• Updating Field Values with Process Steps 1:41

• Advance Search - How to Define the Search Criteria / Manage Results 4:46

• Define Access Control Profile for each Role (blog)
• Define User Hierarchy 5:12
• Controlling User Edit and Visibility Rights

• Set-Up and Introduction (6:10)

• 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

• How do I delegate Task ? 1:37
• Print Daily and Master Tasks 1:33
• Task Management Features14:03
• To Whom can I delegate a Task  ?
• Prioritize Tasks with the Quick Prioritize Wizard 2:10
• Manage Tasks and Integrate with the Calendar   8:30

• Merge details to a PDF document 2:24
• How to Merge to a template  (blog)
• Using and Creating Email Templates   (blog)
• Setting up Email Templates for Contact emails   3:36
• Including vCal links in your appointments   (blog)

• Build Web Forms for Contacts and Opportunities  (blog)
• Web Form creation in 2 minutes   (blog)
• How to build a form for data capture?
• Build Web Forms for Contacts and Opportunities (5:05)
• Adding to a "list" 4:04
• Create a Survey to send to Contacts

• Create views & set as default for user by role 5:15
• Review the Activity Report to keep track 1:31
• Build a report, first define the search criteria 2:36
• Customize the information in a Data View 5:47
• Control Columns and Sorting in a View (blog)

• API Documentation(Contact Professional Services team for additional resources on this topic)