PlanPlus™ CRM by FranklinCovey New Features

Do you have questions? Here are some answers

PlanPlus^tm Online has a great deal of functionality and capability. 

Consequently, it is the perfect tool for many users with numerous requirements, but the challenge for our staff is to offer the appropriate training resources for each and every unique user.

This Blog offers quick vignettes of PPOL usage.  You may also go to our video file that starts at http://www.screencast.com/t/DF5kXbih  Here you can see many videos of training episodes and review them in order.

In the upper left of this Blog you will see a link to the PPOL Support Page.  Here you may review the Frequently Asked Questions, Provide Feedback or Ask for Assistance and detail your question.

We have been hosting weekly webinars - most of which are free - those that are "pay for view" are specific to some areas that will continue to expand the possibilities of PPOL.

And, of course,  leave your comments right here.  We track and honor the comments left at this blog as well.

PlanPlus™ CRM Email Center and Email Templates

PlanPlus™ CRM Email Center and Email Templates (video Link)

This course will teach you how to maximize your PlanPlus Online experience. Our Email Center may look basic, but it is extremely powerful when used correctly.  We will cover the following: Setting up Email Accounts  Email Outbound Settings Creating Contacts From Emails Creating Appointments From Emails  Attaching Emails as Notes to Contacts and Organizations Creating Email Templates Sending Emails to Contact Lists and Groups and much more...

Or direct your internet browser to the following url

http://www.screencast.com/t/1DMG60pv (video url)

Mobile Login • Outlook Sync • Training • Login Assistance • Tech Support

PlanPlus™ CRM Opportunity Managment

Opportunity Managment (video link)

This class will teach you how to outline your process in a flow chart fashion and build it inside PlanPlus Online. We will teach you how to automatically send emails, automatically create and assign tasks, automatically update fields in your database, and track your opportunities through your sales process until you have money in the bank

Or direct your browser to the following url

http://www.screencast.com/t/PU7xyFRbmg (video url)

Mobile Login • Outlook Sync • Training • Login Assistance • Tech Support

PlanPlus™ CRM Account Customization Training

PlanPlus™ CRM Account Customization Training (video Link)

Or direct your browser to the following url

http://www.screencast.com/t/aLru3jfzzFo (video url)

Mobile Login • Outlook Sync • Training • Login Assistance • Tech Support

Learn how to build Web Forms & Surveys with PlanPlus™ CRM

Learn how to build Web forms & Surveys with PlanPlus CRM

This course will teach you how to build web forms and surveys, and how to launch them using PlanPlus Online. Post web forms to your site for immediate Lead generation and or sales opportunities. Send them out in an email to as many people as you wish with just a few clicks. Send customized surveys out to thousands and track the results inside PlanPlus Online. All of this is completely integrated with PlanPlus Online.

Or direct your browser to the following url

http://www.screencast.com/t/7GmqHoIcA  (video url)

Mobile Login • Outlook Sync • Training • Login Assistance • Tech Support

Learn PlanPlus™ CRM Calendar & Planning Basics

Learn Calendar & Plannig Basics  (video link)

This course will teach you how to maximize your experience with your PlanPlus Online calendar. We will cover the following:

• Calendar Sharing and Overlaying!
• External Calendar
• Creating Appointments
• Linking Appointments
• Inviting Attendees
• Recurring Appointments
• The Appointment Detail Page

and much more...

Or direct your browser to the following url

http://www.screencast.com/t/wMNnZ9KXe (video url)

Mobile Login • Outlook Sync • Training • Login Assistance • Tech Support