PlanPlus™ CRM by FranklinCovey New Features

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.

Mobile login to your PlanPlus™ Online Account

If you have a web enabled PDA (iPhone™, BlackBerry™, Palm™, etc) - you are set to look up Contacts, check your Tasks, or Add an appointment.

Paste this URL into your PDA browser window:

  

Interact with you Account in a convenient PDA format:

For more information see the KBase Article:          http://planplusonline.planplusonline02.com/supportfaqd.jsp?id=501 

See a flash of the Mobile login in action

Contact Management in PlanPlus™ OnLine

Think your Contact Details are unique?  So does PlanPlus™ Online.   You may want to track dates, files, notes, fields with dropdown values, fields with multiple choice values.

Review this video to get an idea of  the capability around managing your contacts.

Start  by defining a "View" of your Contacts

See a short video - click here 

Weekly Planning - connecting the Goals with Tasks

Weekly Planning is the key productivity action in PlanPlus™

See a short video on Weekly Planning

Home Page in PPOL

At the Home Page in PPOL your Tasks and Calendar are dynamically linked.  The Planning and the Goal setting is up to you.  See the Previous Post on the Drag and Drop capability of the Tasks and Calendar items.

See a short Video on the Home Page