PlanPlus™ CRM by FranklinCovey New Features

Contacts and Organization with PlanPlus™ CRM by FranklinCovey

Contacts and Organization with PlanPlus™  CRM by FranklinCovey (video link)

Or direct your browser to the following url

http://www.screencast.com/t/Kp8zgCh9p5pp (video url)

Fast Start Guide for PlanPlustmOnline

These 10 subject areas will Fast Start your use of PlanPlus^tm Online

Navigation Tips - small orange icon

We've locked a lot of functionality into a small place.  If you know where to click in PlanPlus^tm Online, a lot of navigating and updating can happen with a single mouse click.

Views - It's your data, how do you want it displayed?

Displaying a View in PlanPlus Online has already been done for you, but the fun is creating and modifying those views.

Link Contacts to Contacts and Organizations to Contacts

It is, after all a "relational database".  The real power of the application is the relational visibility you get by seeing who and what is related to the entity.  Upon viewing the details of an entity, the user may link any other entity and begin to define the relationships around each entity.  The search tool for picking the related entity was recently enhanced (July 17, 2008) to search much faster and pre-display recently added entities.

Entities are People, Organizations, Opportunities, Cases, Projects, Tasks, and Appointments