PlanPlus™ CRM by FranklinCovey New Features

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

Send Email Marketing Blast with PlanPlus™ CRM by FranklinCovey

 PlanPlus CRM Marketing with Email Campaign Blasts (video link)

This course will teach you how to use the Marketing Module which is built into the PlanPlus CRM Business Application.  If you are using a different edition, you won't want to miss this course! This is a powerful way to generate business and stay on top of your Industry and clientele.

We will teach you how to create and launch both DRIP and BLAST campaigns to reach your desired audiences more efficiently and professionally. Let us show you how you can actually work while you are sleeping! Don't miss this class

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

Fast Start Guide for PlanPlustmOnline

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

Email - Setting up Email Templates

For outgoing Email from within PlanPlus^tm Online, using templates will save time and create a consistent image for your outgoing correspondence

Setting up Email in PlanPlustm Online

Your PlanPlus^tm Online account allows you to setup your existing email accounts inside the application.  Once the account information is setup and you have tested the settings the you will have to ask the account to download new emails whenever you want to have the emails imported into PlanPlus.  It is important to remember that the account will not automatically download your email.  And, once it does down load the email, it will not delete the email from your host server.

View this short video on setting up a email account in you account.