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.
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.
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.
Quick Start Packages Proven Methodologies to Achieve Faster ROI
Three packages designed to help you achieve your goals and focus on your most important needs based on your PlanPlus Online edition; Basic, Sales or Business.
PlanPlus Online Support / Knowledge Base Review and post question to the PlanPlus Online Knowledge Desk and Support Center. Learn How to make PlanPlus Online work for you . Get answers to your questions ?