PlanPlus Online Training Videos

Tutorial Categories

Training videos


The Basics
Introduction Videos 5: 1 2 3 4 5		Home Page 3m:38s
PlanPlus Setup Wizard 12m:58s		12 hour or 24 hour clock 28s
Create a Desktop Shortcut 2m:19s		Custom Fields 3m:26s

Users/Roles
User Roles 1m:11s 2		Create a New User Account 3m:33s
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Calendaring
Calendar Home 5m:20s
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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
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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

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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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