PlanPlus™ CRM by FranklinCovey New Features

FranklinCovey Weekly and Daily Planning with PlanPlus™ CRM

FranklinCovey Weekly and Daily Planning with PlanPlus™ CRM (video link)

Or direct your browser to the following url

http://www.screencast.com/t/MUHQRD8wi2h (video url)

Introduction to the POWER of PlanPlus™ CRM by FranklinCovey

Introduction to the POWER of PlanPlus CRM by FranlinCovey (video link)

Click the above link to watch the video

Or direct your browser to the following url

http://www.screencast.com/t/tzd75IWv2MD (video url)

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.

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.

See who's doing what with Activity Reports

If you're using PlanPlussup>tm Online in a multi-user environment, it will always be interesting to see who's getting the most out of the database.  With these two reports you can see who is logging in and who is responsible for updates and data creation.