PlanPlus OnlineVideos Training by Feature

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Training organized by feature.

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Account/License Management
Account/License Management
- Adding New Users to your PPOL Account 2:03
- New user details 3:50
- 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
- Add your Logo to your account 2:33
Background Workflow Engine
Background Workflow Engine
- Scheduled Campaigns 4:00
- Scheduled Reports 3:12
- # Opportunities 2:27
- Territory Access Engine 2:12
Calendar
Calendar
- Setting up and Sharing Calendar's 1:47
- Setup Cloud-Cloud sync with Google or Microsoft 365 2:00
- Setup Sync with Outlook (Windows Desktop Only) 5:03
- Group Scheduling 2:23
- Creating appts for other users (3:24)
- Adding Appointments to the Calendar 2:02
- Calendar Categories and Colors 4:36
- External Calendar- Sharing calendar externally 5:14
- Viewing other users tasks 1:18
- Calendar Start Day 5:29
Contacts
Contacts
- Contact Management Overview 7:45
- Contact Management for Real Estate 7:45
- How to use the "Related To" Tab 2:11
- 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
- Quick Action Templates and How to use them 5:34
- Create a list of Specific Contacts 4:01
- Print Address Labels 2:20
Custom Fields / Page Layouts
Custom Fields / Page Layouts
- Customize Page Data Layout and Custom Fields 3:58
- Calculated String Fields Blog
- Configure Snapshot Layouts 3:54
- Contact Classification & Organization Category 3:54
Case
Case
- View Open Cases 1:15
- 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
- Close a Case- Record Time 1:04
- Setting up automatic email transfer to case 1:46
- Setting up Email templates for use with Cases 2:31
- Create External Portal User 1:37
- Create a FAQ from a completed case 1:29
Dashboard
Dashboard
- Review the Activity Report 1:30
- Setup Dashboards 2:25
Email Center
Email Center
- Set up Outgoing Email Setting (SMTP)
- Set up Inbound Email Setting (SMTP)
Email Templates
Email Templates
- (See Templates)
Exporting
Exporting
- Run Reports (see Manager role)
Forecast
Forecast
- Forecast a Sale 1:40
- Submit a Forecast 1:45
Importing
Importing
- Import Contacts 3:43
- Import Organization / Contact Relationships3:53
- Importing Notes into a Contact Record 3:28
Intro
Intro
- Welcome to PlanPlus Online Home pageBlog
General U/I
General U/I
- Add your Logo to your account 2:33
Knowledge
Knowledge
- Creating a FAQ 1:53
Layouts/ (Page Layouts)
Layouts/ (Page Layouts)
- Page Layout and Custom Fields 3:58
- Multiple String Value Fields
- Calculating String Fields 8:17
Mobile
Mobile
- Login from your Smartphone 1:30
- www.FranklinCoveySoftware.com/mobile Link
Marketing
Marketing
- Manage Audience / Lists 3:15
Organizations
Organizations
- Add a New Organization 1:17
Opportunities
Opportunities
Personal Preferences
Personal Preferences
- How do I set up my Auto Login? 2:36
- Setup an External Profile 5:12
- Manage Passwordd 1:32
- Add Company Logo 2:33
- Reminders and Alerts 1:43
Projects
Projects
- Project Management overview 6:46
- Chapter overview of the Project Module 0:53
- Project Templates 1:58
Planning
Planning
- Mission Builder in the Planning Tab 2:16
- Big Rocks - Managing the Important Tasks 1:33
- Weekly Planning - Schedule Tasks 0:28
- Setting and Committing to Goals 1:23
- Mission and Goal Planning 0:46
Quotes
Quotes
- Create a Quote from a Sales Opportunity 4:49
- Adding your Company Logo to Quotes 2:23
Real Estate Features/ Videos
Real Estate Features/ Videos
- Real Estate Videos 1:25
Sales Processes Process Builder
Sales Processes Process Builder
- Process Builder Summary (8:59)
- Process Builder- 1- Start with Sales Stage 6:35
- Cloning a Process 1:43
- Updating Field Values with Process Steps 1:41
Search / Advanced Search
Search / Advanced Search
- Advance Search - How to Define the Search Criteria / Manage Results 4:46
Security
Security
- User Access Control with Roles (blog)
- Define User Hierarchy 5:12
Setup Wizard
Setup Wizard
- Welcome to PlanPlus Online (6:10)
Sync
Sync
- Setup Sync with MS Outlook (windows desktop) 5:03
- Setup Cloud-Cloud sync with Google or Microsoft 365 2:00
Tasks
Tasks
- Task Management Features 14:03
- How do I delegate Task ? 1:37
- Prioritize Tasks with the Quick Prioritize Wizard 2:10
- Manage Tasks and Integrate with the Calendar 8:30
Template / Materials
Template / Materials
- Merge details to a PDF document 2:24
- Merge to PDF (2) Blog
- Email marketing templates Blog
- Create email marketing templates 3:36
- Including vCal links in your appointments Blog
Tool Menu
Tool Menu
- Build Form for your website Blog
- Web Form creation in 2 minutes Blog
- How to build a form for data capture?
- Opportunity-Edit Webform 5:05
- Create a Survey to send to Contacts 8:29
Customer Support Admin
Customer Support Admin
- Provision access to Support Portal 1:25
- Setup External Portal 7:48
- Creating a FAQ 1:53
Web Service APIs
Web Service APIs
- (Contact Professional Services team for additional resources on this topic)