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PlanPlus for Outlook .v7
Login / Access
Planning / Daily Planning / Weekly Planning
Setting up your Account (All Editions)
Setting up your Account (Business Edition Accounts)
The Basics
Introduction Videos
5:
1
2
3
4
5
Home Page Overview
3m:38s
PlanPlus Setup Wizard
12m:58s
12 hour or 24 hour clock
28s
Create a Desktop Shortcut
2m:19s
Custom Fields
3m:26s
Performing Advanced Search
11m:12s
Modifying drop-down lists & setting up Calendar category colors
4m:19s
Login / Access
Recover Password
1m:47s
Forgot Account Name
Outlook Sync Setup
4m:46s
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Setting up your Account (All Editions)
Change Password
1m:25s
Set up Notifications
4m:44s
Add Users
3m:33s
Task List Overview
6m:24s
Setup Email
7m:07s
External Calendar
4m:58s
Sync
Plaxo Import from the Start Page Wizard
2m: 45s
Importing CSV Data
3m:45s
Completing Default Tasks
Set up Calendar Sharing
Change Task Types
Change Appointment Types / Drop downs
Color Coding Appointments
Home Page Overview
3m:38s
Add a Contact
2m:17s
2
Add an Organization
1m:17s
2
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Setting up your Account (Business Edition Accounts)
Create a Web form
8m:40s
Setup Sales Process
Changing Page Layouts
Creating Custom Fields
Displaying a corporate logo
2m:16s
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Users/Roles
User Roles
1m:11s
2
Create a New User Account
3m:33s
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Calendaring
Calendar Home
5m:20s
External Calendar
4m:58s
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Planning / Daily Planning / Weekly Planning / Opportunites
Building an opportunity process
29m:45s
Goals
Big Rocks /Roles
Weekly Planning
Daily Planning
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Tasks
Intro to Task Management
49s
Attaching a Task to a Contact
45s
Task List Overview
6m:24s
Daily vs Master Tasks
45s
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Outlook Integration
PlanPlus for Outlook Overview
1h:14m:46s
2
3
PlanPlus Outlook Sync
4m:44s
Outlook Sync Setup
4m:46s
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Views and Reports
Data Views - Creating and Editing
2m31s
Create a new View
21m:33s
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Importing
Plaxo Import from the Start Page Wizard
2m:49s
Importing CSV Data
3m:45s
Import/Export
6m:05s
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Mobile
Mobile Access
1m:09s
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Email
Email Setup
7m:07s
Inbound Email Settings
3m:22s
Outbound Email Settings
3m:45s
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Contacts and Organizations
Add Organization
1m:17s
2
Linking Contacts and Organizations
3m:49s
Add Contact
2m:17s
2
Appointment Categories
56s
Contact Lists
3m:51s
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Full Length Recorded Training Webinars
Weekly Daily Planning
1h:07m:20s
2
3
4
5
Marketing Email Campaign Basics
1h:02m:12s
Calendar Basics
1h:04m:03s
2
Introduction To Projects
1h:12m:12s
2
3
Contacts and Organizations
1h:10m:22s
2
Web Forms and Surveys
59m:19s
Email Center & Email Templates
1h:07m:39s
Opportunity Management
59m:20s
Account Customization
1h:37m:06s
2
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PlanPlus for Outlook .v7
v7 features overview
21m:33s
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