PlanPlus™ CRM by FranklinCovey New Features

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

FranklinCovey PlanPlus™ CRM Buisness Edition Introduction Video

FranklinCovey PlanPlus™ CRM Buisness Edition Introduction Video (video Link)

Click the above link to watch the video

Or direct your browser to the following url

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

Setting up additional users - Add Licenses, then Users, then Roles

Once you have added a new user, it seems obvious, but like the "bike riding" analogy you need some help the first time. 

Review the PDF from the Administrator training class (click here) to get a thorough explanation of setting up new Users.

It is Important to remember:

1.  A New User must have a valid Role Assigned before he may log in.

2.  Users are responsible for their own Passwords.  The Administrator may assign a new User a Password, but the new User maintains that password or changes it as he wishes.

3.  Users may be removed from the application by removing any Roles assigned to User profile.

See the Admin Guide to learn about setting up new Users and establishing their sharing rights with other users.

Designing a Report? Save a Search first

Reporting from your database is one of the most empowering aspects of PlanPlus Online.  There are a number of report tools, but to create a custom report you must first define the search criteria of the data you wish to report.  That search criteria is yours to define and save in the Advance Search area of the entity of interest.