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PlanPlus CRM Real Estate Implementation Wizard
Training by Role
Administrator Setup
For Each User (Initial Setup - Start Here)
How do I setup my auto login?
X
Auto Login
How to login from mobile device?
X
Mobile Login
Create an email signature
X
Email Signature
Setup my email
X
Email Setup
Setup sync with Outlook
X
Sync Outlook
Setup sync with Google
X
Sync Google
PlanPlus Setup Wizard
X
PlanPlus Setup Wizard
Setting up calendar category colors
X
Change Calendar Colors
Home Page Overview
X
Homepage Overview
Setup Notifications
X
Setup Notifications
External Calendar
X
External Calendar
User (everyday stuff for most users)
Create an appointment
X
Create an appointment
Create New Task/Complete New Task
X
Create/Compelte New Task
Delegate Task
X
Delegate Task
Retrieve/Change Users Password
X
Retrieve Password
View Other Users Calendar
X
View Other users Calendar
Working with Process Steps
X
Working with Process Steps
Create a task and delegate it to someone else
X
Delegate Task To Someone Else
User (Weekly & Daily Planning)
Create a Mission Statement
X
Create a Mission Statement
Identify My Goals
X
Identify My Goals
Identify my most important activites by each Role
X
Identify Important activites by Role
Big Rocks(Stephen R. Covey
X
Big Rocks
Schedule Recurring Tasks
X
Schedule Recurring Tasks
Daily Planning
X
Daily Planning
Coordinating Transactions /Closing coordinator
Create/Manage Under Contract Opportunities
X
Create/Manage Under Contract Opportunities
Edit Closing or Listing Checklist
X
Edit Closing or Listing Checklist
Where are my Under Contract files?
X
Where are my under contract files?
Upload Contract Documents
X
Upload Contract Documents
Provide external URL to related parties
X
Provide external URL to related parties
Closing related reports (Coming Soon)
X
Closing related Reports
Listing Input/ Listing Manager
Enter a new listing
X
Enter a new listing
Complete/Modify automated tasks to listing process
X
Complete/Modify automated tasks to listing process
Schedule Showing
X
Schedule Showing
Create external portal for client
X
Create external portal for client
Send update using External Portal
X
Send update using External portal
Listing Reports (Coming Soon)
X
Create/Manage Under Contract Opportunities
Buyers Agent
Enter Buyer, Find buyers in view, record activites
X
Enter buyer/find buyers in view/record activites
Capture buyers criteria
X
Capture buyers criteria
Add a contact to a drip campaign
X
Add a contact to a drip campaign
Create a list for reps to call from
X
Create a list for reps to call from
Video
Who do I call today?
X
Who do I call today?
Record a call I made to a prospect
X
Record a call I made to a prospect
Client Experience Coordinator
A day in the life of client experience coordinator (Coming Soon)
X
A day in the life of client experience coordinator (Coming Soon)
View current listings, evaluate for price drop (Coming Soon)
X
View current listings, evaluate for price drop
Send update to active listing clients (Coming Soon)
X
Send update to active listing clients (Coming Soon
Raving Fan Score
X
Raving Fan Score
Database Administrator
Add Users
X
Add users
Remove Users
X
Remove Users
Import Data (csv)
X
Import Data
Import from Top Producer
X
Import from Top Producer
Export from Top Producer
X
Export from Top Producer
Create External Protal
X
Custom External Portal
Merge Duplicates
X
Merge Duplicates
Create default views for other users (Coming Soon)
X
Create default views for other users
Increase Email Quota (Coming Soon)
X
Increase Email Quota
Marketing/Marketing Manager
Marketing Overview (lists, views, template types)
X
Marketing Overview
Design a new email template for agent use
X
Design a new email template for agent use
Design a new email template for Markeing role use
X
Design new email template for Marketing role
How to create an email template from a web page
X
How to create an email template from a web page
Upload a new audience list
X
Upload a new audience list
Create a list from contacts already in the database
X
Create a list from contacts already in the database
Send weekly newsletter
X
Send weekly newsletter
Build a new web form for lead generation
X
Build a new web form for lead generation
Build a web form and connect to our website
X
Build a web form and connect to our website
Creating a Drip Campaign ControlPanel using Field Group
X
Creating a Drip Campagin
Schedule Drip Campaign to run each day
X
Schedule Drip Campaign to run each day
Email drip campaigns
X
Email drip campaigns
How to view email statistics
X
How to view email statistics
Lead Qualifier/Telsales
A day in the life of a Lead Qualifier
X
Day in the life of a Lead Qualifier
Managing lead qualifiers
X
Managing lead qualifiers
Admin Settings for Leads Tab
X
Admin Settings for Leads tab
Reports for Leads Tab
X
Reports for Leads Tab
Migrate from Top Producer
Import from Top Producer
X
Import from Top Producer
Export from Top Producer
X
Export from Top Producer
Migrate Action Plans
X
Migrate Action Plans
Offer Coordinator
Managing Offers
X
Managing Offers
Submit an Offer-for buyers agents
X
Submit an Offer-for buyers agents
Provision access to Support Portal
X
Provision access to Support Portal
Setup External Portal
X
Setup External Portal
Creating an FAQ
X
Creating FAQ
Convert a closed Case into an FAQ
X
Convert closed case into FAQ
Transfer Emails to Cases
X
Transfer Emails to cases
Account Setup Tasks
Please also visit the administrator setup page.
Add logo to account
X
add logo to account
Setup outbound email setting
X
Setup outbound email settings