Getting Introduced to PlanPlus™ Online (1hr. 30)
This Getting Started Guide introduces you to PlanPlus™ Online and all of the features of your new planning solution. Whether you are a first-time FranklinCovey Planning user or are already familiar with FranklinCovey planning methodology, this guide is designed to make getting started as easy as possible.
- Get introduced to PlanPlus™ Online
- Learn how to get connected and Set Preferences for the first time.
- Get a brief tutorial on PlanPlus™ Online Basics and Shortcuts
- Configure outbound and inbound emails to work with PlanPlus™ Online.
- Learn how to edit Appointments and add Contacts
- Discover Opportunity management and advance a workflow process
- Find answrs to some of your questions and commonly used scenarios in Frequenly Asked Questions.
System Administrator Level 1
System Administrator 1 is designed for the individual who is looking to get the most out of their CRM. Clients / Partners who register for this education series will learn to create new Roles and
- Understand what CompleteXRM™ modules your team needs to succeed.
- Learn how to create new Roles and assign new users licenses.
- Import your data to PlanPlus™ Online from ACT, Outlook™, or .CSV file
- Learn how to create workflow pipelines in Opportunities
- Develop Custom Fields and edit page layouts.
System Administrator Level 2
System Administrator Level 2 training is designed for the person who is looking to be a PlanPlus™ Online guru. With System Administrator Level 2 training individuals will know what we know about the application.
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Training / Education