ROLE / USE CASE

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By Use Case

I am a.....	I am trying to....
PlanPlus System Administrator	CRM Implementation Wizard (site) Import Data, Displaying a company logo 2:16 Create new users 2:03 Create views & set as default for user by role 5:15 Change page layouts 3:58 Add custom fields 3:48 Recover Password 1:47 Forgot Account Name (link) Change Password 1:25
Sales Rep	Who do I call today? 3:39 Record a call I made to a prospect 1:47 Schedule a followup call 9:00 Create a Quote to send to a prospect 4:45 Forecast a sale Create a forecast report for my manager 1:45 Listing your Data: See it - Sort it - Print it - Export it
Sales Manager	Create a list for reps to call from (create view) 5:47 See how many calls were made 2:36 See a report of how many new opportunities were created See the sales opportunities in our pipeline See a report on who is logging in 0:55
Sales Admin	Determine Sales Stage 1:48 (Template doc) Define Sales Stages Create a Sales Process 9:06
Project Manager	Create a Project 4:28 Assign a Project task to an internal or external user 2:10 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	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 Build a new webform for lead generation 4:46 Schedule Drip Campaign to run each day 4:00 Multiple Email Blasts - Schedule more than one Email Drip Campaigns 3:05 How to view email statistics 1:53 How to create an email template from a web page 2:46 Manage your unsubscribe list Image Library
Manager	Create a task and delegate it to someone else View another users calendar
Marketing Admin	Improve your lead capture Build a webform and connect to our website Create an Email Template Increase Email Quota
Manager	Create a task and delegate it to someone else 1:37 View someone else’s calendar 2:41 Setting up Dashboards Setting up Roles & Security Setting up Reports Create a list for reps to call from (create view) 5:47
Assistant	Schedule an appt for someone else 3:24 Run Reports (see Manager role) Viewing multiple calendars at once 2:17
Planner	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
User	Create an appt Create new task, Complete Task, Delegate task Access from my mobile phone Attach an email to a Contact
User Initial Setup	Create an Email Signature 3:04 Setup My Email Setup Sync with Outlook PlanPlus Setup Wizard 12:58 Modifying drop-down lists & setting up Calendar category colors 4:19 Create a Desktop Shortcut 2:19 Home Page Overview 3:38 Set up Notifications 4:44 External Calendar 4:58
Customer Support Rep	Review Open Cases Responding to a Case 1:48 Close a Case (record time spent) Close Case- Send Survey 3:43 Create a FAQ/Knowledge item from a completed case Creating a FAQ 1:53
Customer Support Admin	Provision access to Support Portal 1:25 Setup External Portal 7:48 Creating a FAQ 1:53

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