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Lesson 1 - PlanPlus Online

1. 3 Click on the Calendar User Color Code link PlanPlus Online displays the Calendar User Color Code page Calendar User Color Code On On CH cH om om on cn fon on of of fon coh on on oH O C Babe Ruth C Use Custom Color Please enter HEX COLOR like FFFFFF FFFFFF on on Cl On com cm on cn On of og os on cH CEO Use Custom Color Please enter HEX COLOR like FFFFFF FFFFFF On Ol on fon om cf om on cll on of og cB cl cH on cll cB O C Lance Armstrong Use Custom Color Please enter HEX COLOR like FFFFFF EFFFFFF oF Ol On on CH cll cll CH cH CH Cc cf owm cl cof oa cl cl cl cH Michael Jordan Use Custom Color Please enter HEX COLOR like FFFFFF FFFFFF on ol on om om c w com o g cH cH c cm c cH c Serena Williams Use Custom Color Please enter HEX COLOR like FFFFFF FFFFFF cm om on cl On Cc Ww com o m cH cH om ol of cll om Tiger Woods C Use Custom Color Please enter HEX COLOR like FFFFFF FFFFFF Submit amp The options that you see are the default colors You can select one of the default colors or specify a custom color using a Hex Code For more information on Hex Codes search for the term Hex Codes on Google 4 Find the user s you would like to edit and click on a new color code or click on the Use Custom Color option and enter a Hex Code 5 When you are finished click on the Submit button PlanPlus Online returns to the My
2. Keep Contacts Online even v tall it on the computer where Outlook unning If you have multiple computers yne Synching from different Outlook data Download the application and i each with their own Outlook P The latest download is sly in the Beta Test you may have to deal with duplicate record i sions Click here for upgrade details If v Outlook Contact information is considered to be PlanPlus Online In order to share th conta to be de selected as private A Private Contact attrib contact edit window e g vith other users in the account the contact records will have ute will appear next to the private contact s name in the If you are a PlanPlus for Outlook user you will want to visit the Account Setup Wizard inside PlanPlus Online and select PlanPlus for Outlook your mouse Get Started O How To Download and Run PlanPlus Online Syne pE Download the latest version of PlanPlus Online Sync tool 2 Click on the Download the latest version of PlanPlus Online SYNC tool link PlanPlus Online displays the File Download dialog box Do you want to run or save this file La Name CL_Plan_Plus_Online_3028 exe Type Application 8 56MB From www planplusonline com an se C While files from the Intemet can be useful this file type can potentially harm your computer f you do not trust the source do not run or save this software What s the risk
3. 3 Make any necessary changes to the user s information and click on the Submit button PlanPlus Online saves the changes and displays the User Management page 4 To edita user s roles click on the link for the user you want to edit PlanPlus Online displays the User Detail page 5 Click on the Edit Roles button PlanPlus Online displays the Configure User Roles page Configure User Roles Q Please specify roles for this user For any application module you can configure one or multiple roles for this user provided that you have enough licenses Multiple roles for one user in the same application module count as one license In the Licenses field the first number is the number of licenses you have for a given app module the second number is the licenses you have already allocated not counting the current user User CEO Application Licenses Role Default Role PlanPlus Online PPOL 10 1 Administrator Administrator Default Login Application PlanPlus Online Submit 6 To change the role s for this user click on the Search button for the Role field PlanPlus Online displays the Select Responsibilities page 7 Select or clear the check boxes as necessary to change the user s role assignments and click on the Submit button PlanPlus Online saves the changes and returns to the Configure User Roles page Page 39 PlanPlus Online System Administrator Training 8 To edit the default role
4. 3 Click on Save Page 94 PlanPlus Online System Administrator Training PlanPlus Online displays the Save As dialog box ox ee Search iP Mi Organize Views Favorite Links Name Size Date modified E Documents s lt n TE E More Folders Public E Desktop EE o Fi Karen Monks J Public yiu Computer jM Computer ue Network Control Panel A Network E a d File name Save as type v LS 4 Navigate to the folder where you want to store the installation file amp We recommend saving the file to your Desktop 5 Click on Save PlanPlus Online saves the installation file to your computer 3 Windows may display a Download Complete dialog box If so click on Close If you saved the file to your Desktop you will see the following icon CL Plan Pl 6 Double click on the icon to begin installing the CompanionLink application amp Windows may display a security warning If it does click on the Run button Page 95 5 PlanPlus Online System Administrator Training CompanionLink displays the following dialog box y ompanionLink for PlanPlus Online InstallShield Wizard x Welcome to the InstallShield Wizard for CompanionLink for PlanPlus Online The InstallShield R Wizard will install CompanionLink For PlanPlus Online on your computer To continue click Next WARMING This program is protected by copyright law and international treatie
5. Configure your synchronization settings to synchronize when your computer starts Hint You should launch the CompanionLink for PlanPlus Online Setup application Page 104 PlanPlus Online System Administrator Training Applying Your Knowledge 1 Why is it important to name an import session 2 When saving a CSV file where do we recommend you save it and why 3 Explain the different merge options when configuring an import session 4 Explain the automatic synchronization options 105 106 PlanPlus Online System Administrator Training Performance Lab Answers The Instructor will review the answers with the entire group Applying Your Knowledge 1 You should name an import session so it is easier to troubleshoot if you receive an error 2 Werecommend you save the file to your Desktop so that it is easy to locate 3 The merge options are as follows If name match found merge records This option merges records if the names match If name match and at least one phone or email matches merge records This option merges records only if the name and at least one phone number or email address also match 4 The automatic synchronization options are as follows Synchronize once each day at This option automatically synchronizes your data once a day at a specified time Synchronize every _ hours This option automatically synchronizes your data every X number of hours Synchronize when the comput
6. creates a yes no check box If the box is checked PlanPlus Online stores a yes in the field If the check box is unchecked PlanPlus Online stores a no in the field Beta Doc Signed The following field types are covered in our System Administration Two course For immediate assistance on these field types call our support team e Number Calculated creates a number field that contains a value that is the result of a calculation based on the values in other number fields e Time Calculated creates a time field that contains a value that is the result of a calculation based on the values in other time fields e String Calculated creates a string text field that combines several other string fields together 5 4 Page 54 PlanPlus Online System Administrator Training e Value Period Detail Applet for totaling Opportunity Values by Month Quarter and Year Creating Custom Fields Before you can use a custom field to store data you must define the field You create custom fields for a specific application within PlanPlus Online for example Contact Organization or Opportunity To create a custom field use the following steps 1 From the Home page click on the My Account tab PlanPlus Online displays the My Account page PlanPlus Online eo E E E search all O Company Setup ministration Product Category ImportfExport Recycle Bin Setup Wizard Account Profile Manag
7. Widgets LLC Sales Process 4 Flow View Process Name Widgets LLC Sales Process All new opportunities will be sent through upon being qualified Back To Summary Process Type Opportunity Description Status Draft v Update Add Step Name Description Stat Immediate v Due In X 2 Submit amp This page is divided into two sections Section 1 displays the process name and description and the steps you have added to the process Section 2 is where you create the process steps Adding Steps to a Process You add steps to a process using the Add Step section of the Edit Process page The following is a close up view of the Add Step section Add Step h Name Description stat Immediate i Due In al Sukrmit The following table describes the fields in the Add Step section This is the step number If the step is a sub step of another step the number might be 1A or 1B This is the name of the process step for example Qualify the Lead Describes what happens during this step of the process Page 141 141 142 PlanPlus Online System Administrator Training Defines when this process step should begin Your choices are Immediate for steps that should start immediately or Branched from another step for steps that should start based on the results of a previous step Indicates the number of days until the step has to be completed amp If the step is a
8. Online f EO Now the time tested FranklinCovey planning go 0 methods are available Online Organize daily and weekly planning online Access PlanPlus Online easily from any Web browser LEARN MORE Integrate and manage clients with the daily Learn more about how PlanPlus Online can help you build planning system solid customer relationships o0 Share and collaborate critical data with z remote team members Track and report your sales pipeline with a l simple built in process and quick reporting LOG IN Account tools Forgot User Name Password Password FREE Training Videos F Screenshots go O 3 FranklinCovey P d Learn More Services Support Company Pricing 2006 2008 FranklinCovey 2 Enter your login information in the Account User Name and Password fields and click on go amp Remember passwords are case sensitive Page 15 PlanPlus Online System Administration 1 PlanPlus Online displays the My Account page of the Account Setup Wizard PlanPlus Online SR ST E a Setup Preferences User Administration ProductiCategory Import Export Recycle Bin Welcome Hick Morgan search all Q Account Setup Wizard 1 My Account My Account My Account Yerify your account information and change your password below click next to move to the next step ABOUT YOU Edit ABOUT YOUR COMPANY Edit First Name Nick Account Name SA Nicolas Last Name Morgan Company Name
9. The Administrator can set up the access sharing for the entire company and may limit the ability of users to change their own settings However in most instances the user will have the ability to configure his her calendar sharing with all of the users they have access to To configure access sharing use the following steps 1 From the Subscription amp User Setup wizard click on the User Group tab amp You can also access the User Group tab by clicking on the Account Profile Manage Account heading on the My Account tab clicking on Licenses amp Users and clicking on the User Group tab Page 43 4 3 PlanPlus Online System Administrator Training PlanPlus Online displays the User Group page Subscription amp User Setup 3 User Group User Group User Group User groups can be created to allow special calendar sharing access between members of the group After adding users to a group you must also configure the Access Sharing before they will be able to see each others calendars Create New O P Management Team P3 West Coast Team P East Coast Team 4Users Edit Access Sharing 4Users Edit Access Sharing 4Users Edit Access Sharing bruth CE mjordan Administrator bruth CE swilliams Administrator Administrator CE mjordan twoods Next O amp You cannot configure access sharing for user groups until you have created the users and user groups 2 lt A quick way to set up access sharing for your entire company is
10. E Administrator E Babe Ruth E ceo E Michael Jordan E Serena Williams El Tiger Woods 3 Enter a Group Name and a Description in the fields 4 Select the check box for each user you want to add to the group 5 Click on the Submit button PlanPlus Online creates the user group and returns to the User Group page where you will see the new user group with a list of all the users in the group A East Coast Team 4 Users Edit Access Sharin Administrator CE mjordan twoods ae Pee Yourself Administrator CEO Babe Ruth and Serena West Coast Team West Coast Team Williams Yourself Administrator CEO Babe Ruth and Michael Team Team Jordan Page 41 PlanPlus Online System Administrator Training Your User Group page should look like the following when you are finished User Group User Group User groups can be created to allow special calendar sharing access between members of the group After adding users to a group you must also configure the Access Sharing before they will be able to see each others calendars Create New A Management Team E West Coast Team B East Coast Team 4Users Edt Access Sharing 4Users Edit Access Sharing 4Users Edt Access Sharing bruth CEO mjordan Administrator bruth CE swilliams Administrator Administrator CE mjordan twoods Next O Page 42 PlanPlus Online System Administrator Training Lesson 3 Calendar Sharing Calendar sharing is one of the most useful featu
11. Overlaying calendars is the ability to view multiple calendars at once For example if am the manager of the marketing department and have 6 employees that work in my department can overlay or show all the appointments for my entire team on one calendar This gives me the ability to see when there is available time for meetings who is busy and who is not and how active my department actually is amp Before you can overlay calendars you must first configure access sharing permissions See the previous section for instructions on setting up access sharing Creating a Calendar Overlay View To create a view that overlays the calendars of multiple users use the following steps 1 From any page click on the Calendar tab Calendar tab PlanPlus Online ae Organization Contact Opportunity Appointment Advanced Search Report Settings hi y Account PlanPlus Online displays the Calendar Home page 2 Click on the Display drop down menu positioned just above the calendar then click on Setup as shown below Page 45 PlanPlus Online System Administrator Training Invite a Friend Welcome training Preferences Email Center Help Logout Printable dew Display Setup Thu 14 Fri 15 amp The view labeled Myself is a default view that represents the user who is logged in PlanPlus Online displays the Custom Views page Custom Views Default Custom Views Users Settings Action
12. PlanPlus Online displays the Process tab Linked to Sales Team 4 Detail Process Competitor Process Steps Attach to the following Process Step This Opportunity is not currently pea ey a Process Widgets LLC Sales Process D Qualify the Lead 2 Determine Needs Review Quote Negotiate Deal Contract Signed D Receive Monies D Dead File 2 On Hold I Closed Won Process General Sales Process Qualify the Lead 2 Sales Call I Active Follow Up J Proposal Presentation Negotiation Presentation Follow Up Sale Confirmed Complete Post Sale Requirements Closed Won D Closed Lost D Dead Lead Assign To As specified by the Process Step Definition v Comment Attach amp Ifyou have created your process but you do not see it on the page you have probably not published your process Refer to Lesson 3 for instructions on publishing your process amp Ifyou have published more than one process PlanPlus Online displays all of the processes and allows you to choose which process you want to attach to the opportunity Select the process you want to attach to the opportunity and click on the radio button next to the step you want to make current amp This represents where the opportunity will start in the process amp Itis best to start opportunities at the first step in the process so you have a record of the number of opportunities you have moved through the process Page 153 PlanPlus Onli
13. operator for the Creation Date field click on the calendar icon select the Today option select either Days After or Days After from the drop down menu and specify the number of days in the field When you finish working in the Date Range Selector click on the OK button 3 If you want to save the search enter a name in the Save As field and click on the Save As button Cy If you save the search PlanPlus Online displays it on the Saved Searches tab PlanPlus Online also displays searches you have run on the Recent Searches tab which will hold a limited number of searches until they are forced off the list by new searches 4 When you are finished click on the Search button PlanPlus Online executes the search and displays the results Advanced Search 9 This is the Advanced Search page You can specify the search criteria and click on the Search button You can also save your search criteria for future uses DTurn On Off Explanations Special Searches Saved Searches Recent Searches Search Organization by Note Search Organization By Opportunity Search Organization by Product Search Organization by Assets Custom Field Value Period Search Criteria gt Organization Category Equals AFFILIATE CUSTOMER LEAD PARTNER VENDOR Creation Date gt TODAY 60 Team Member Equals 18193 Search Result Page 120 Organization Name Address Main Phone Category 1225277040 ER Peter Braswell 7400 Subb
14. E Territory Role o Function Responsibility Reporting Manager v Password autogen Password Again Branch Division SS Custom Fields You have not setup the custom fields for data record type User Please click here to setup custom fields Submit 2 Enter the information for the new user amp This is the location where you will specify the login information for the user including User Name and Password Page 35 PlanPlus Online System Administrator Training 3 Type the login password for the new user in the Password field 4 Re type the login password in the Password Again field amp If you want to have the system generate a password for the new user click on the autogen button next to the Password field 5 When you are finished entering the user information click on the Submit button PlanPlus Online saves the new user information and displays the Configure User Roles page Configure User Roles Q Please specify roles for this user For any application module you can configure one or multiple roles for this user provided that you have enough licenses Multiple roles for one user in the same application module count as one license Inthe Licenses field the first number is the number of licenses you have for a given app module the second number is the licenses you have already allocated not counting the current user User Michael Jordan Application Licenses Role Defau
15. Manage Yiews Reports Lists By Product Advanced Search Welcome CEO Preferences Email Center Help Logout search contacts searc hal go e Contact Lists H Quick Searcl A Contact List is a collection of your selected contacts A Contact List is a Static list meaning that you can individually add remove Contacts to the list If you need a Dynamic list defined by query please use a View instead PTurn ACK search On Off Explanations Search by keyword Show Deleted Lists Contact z iD Name Description Type Entries 1413 mmm Personal i o Search D Click on tatic headers to sort 1 10f1 x Contact Lists Create New 3 Click on the Create New button Page 123 124 PlanPlus Online System Administrator Training PlanPlus Online displays the Create a new contact list page Create a new contactlist G Fill in the form below to create a new Contact List Fields starting with a are required fields After the record has been created you will be lead List Marne List Description hy Personal List Global List managed by administrators Global List managed by everjone Create 4 Enter a List Name and List Description 5 Click on one of the following list types gt Click on the My Personal List option if this is a list for your use only gt Click on the Global List managed by administrators option if this is a list for all users that will be managed by the administrator gt Cl
16. Preferences search all O Company Setup User mini Setup Wizard Account Profile Manage Account ERP Backend Follow our Wizard steps to setup the application Update your company information Email server setting Help URL and Billing Setup Products Users Accounting Calendar and other backend Information parameters Organization Contact Setup Organization Contact options relationships page layouts and other General UI Security parameters Update Ul parameters tweak the application to suit your needs Setup Roles Role Access Access Control Profiles and territory engine Opportunity Snapshot Layout Setup Opportunity options Sales Process page layouts and other Setup Snapshot Layout for key entities parameters Custom Field Setup Task Options and other parameters Setup Custom Fields for the main business entities Email Templates Configure contents for your email templates 2 Click on the Calendar heading Page 192 PlanPlus Online System Administrator Training PlanPlus Online displays the Calendar section menu setup Dropdown Menu Options Appointment Type Importance pointment Status Time zone Default Close Status Default DayiWeek honth View Default Link M mde ir ETEN ce Snapshot in Edit Mode Calen P Us ef Col care Code 3 Click on the Appointment Category link PlanPlus Online displays the Setup Option Values page Setup Optio n V
17. Review Quote Due Date 06 25 2008 Review the quote with your manager and then with the client Negotiate Deal Branch to Step 4 Negotiate Deal Pe 7 Result Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Postpone Waitto finish Step Next Due Date E Assign To CEO hd Comment Submit 06 24 2008 Step 1 Qualify The Lead Due Date 06 24 2008 Assigned To CEO Update Value of SALES STAGE to 02 Qualification Send Email Thank you for your interest in Widgets LLC to ep gmai com CEO 06 24 06 08 45am 2008 06 24 08 45 00 CEO gt Tiger Woods 06 24 2008 Step 2 Determine Needs Due Date 06 24 2008 Assigned To Tiger Woods Update Value of SALES STAGE to 03 Analysis Create Task Prepare Quote Tiger Woods 06 25 08 14 33pm 2008 06 25 14 33 00 Tiger Woods gt CEO 06 25 2008 Step 3 Review Quote Due Date 06 25 2008 Assigned To CEO Update Value of SALES_STAGE to 04 Proposal Price Quote Create Appointment Review Quote with Manager amp To advance the process click on the correct Result option enter or select the due date for the next step in the process from the Next Due Date field and select the user to whom you want to assign the step from the Assign To drop down menu Enter any comments and click on the Submit button amp If you want to reassign a process step to another user select the Postpone Wait to finish Step option for the Result field enter or sele
18. click on the users name in the list If you do not see the nan the name in the search box and click search Create New Search Username First Name Last Name Display Name E Mail larmstrong Lance Armstrong Lance Armstrong larmstrong widgetslic com twoods Tiger Woods Tiger Woods tw widgetslic com s william Serena Williams Serena Williams sw widgetslic com bruth Ruth Babe Ruth br widgetslic com mjordan Jordan Michael Jordan mi widgetslic com Administrator Monks Administrator admin widgetsiic com D Click on italic headers to sort Next O Click on a user name to edit a user PlanPlus Online displays the User Detail page User Detail Jarmstrong Username lanmstrong Display Name Lance Armstrong First Name Lance LastName Armstrong Middle Name Color Code m E Mail la widgetsllc com Phone Title Territory Role Function Responsibility Manager training Branch Division _EditUser EditRoles Close 2 To edit the user s information click on the Edit User button Page 38 PlanPlus Online System Administrator Training PlanPlus Online displays the Edit User page Edit User farmstrong UserName larmstrong Reporting Manager training First Name Lan ce Last Name Armstron g MI Color Code m Display Name Lance Armstrong Branch Division Email Address la widgetslic com Phone Number Title Territory Role Function Responsibility Submit Cancel
19. new record new record new record new record new record new record new record new record new record new record new record new record new record new record new record new record new record new record update update update update update update update update update update update update update update update update update update update update update update update update name P amp L Properties LLC name Sears namejEmergent BioSolutions name The LifePoint Church namejOrthofix Inc namejUniversity name Virtually Savvy Va Inc name JDB Innovation name PPG Industries Inc name Mark Matchett name Colortyme name Charles name Trilogy Pools namej Accelerate Consulting name Freelance Paralegal name COMPLETExRM name Poverteam Interantional name DEI namejLunar Concept LLC name Molina Investments Group LLC namejEpic Producers namejHome name Choice Realty Marketing LLC name Vall Street Internal Medicine namej V all of Famer name Synergy name Silicon Valley Mortgage name Living Hope 1st UPC name Peter Braswell name FNA Assoc firstname Brandon firstname Troy firstname Daniela firstname Brian firstname Adam firstname Patrick firstname Byron firstname Jason firstname Brenda firstname Kevin firstname Richard firstname John firstna
20. 123 Managing Roles 25 Merging Duplicate Records 188 MS Outlook Synchronizing with PlanPlus Online 93 Multiple String Values Field 58 Opportunity Attaching a Process 152 Outlook Synchronizing with PlanPlus Online 93 Page Layouts 66 Adding Field Groups 71 Adding or Removing Fields 66 Configuring Sub Tabs 73 Creating Field Groups 68 Page 199 199 200 PlanPlus Online System Administrator Training Performance Lab Unit Eight 196 Unit Five 126 Unit Four 104 Unit One 22 Unit Seven 174 Unit Six 156 Unit Three 76 Unit Two 49 Personal Profile Page Creating 182 Plain Text Email Templates 111 Possible Results 130 Adding to a Process 145 Process Action Templates Configuring 135 Process Builder Action Items 131 Adding Action Items 147 Adding Possible Results 145 Adding Steps to a Process 141 Attaching a Process to an Opportunity 152 Automatic Field Updates 133 Configuring Process Action Templates 135 Creating a Process 138 Possible Results 130 Publishing a Process 151 Understanding Processes 130 Processes Understanding 130 Page 200 Recycle Bin 187 Reports 165 Roles 25 Creating 26 Search Advanced 117 Performing an Advanced 118 Sub Tabs Configuring 73 Synchronizing Outlook with PlanPlus Online 93 Configuring Synchronization Settings 93 User Accounts Creating 35 Creating Groups 40 Editing 37 Managing 33 User Color Codes Configuring 194 User
21. 172 PlanPlus Online System Administrator Training Displaying Views To display a view use the following steps 1 Click on the desired application tab PlanPlus Online displays the Home page for the application you selected Current View menu PlanPlus Online Pritt f Home oe Opportunty ee eo p amt Welcome CEO Prefe D Search contacts search al o ll Add New Contact lt MAAACAACQAN NOQOACOCAAANA Classification All Ej Team Member Ei Team Lead Last Updated By z Address State ai uP aic asa Contactor E Contact Name Last Name FirstName Main Phone Address Email Last Update Date ob Titie Diana Alvarado Alvarado Diana 27833843044 7000 Appleton Drive Gambarana LA 13655 f 04 200 es Dwan Ashford Ashford Owan 460 229 3072 3000 Subbiette Avenue Jones LA 13655 Gwan2006 colamail com 06 04 2008 details Frst N a i farhad attaie Ataie Farhad 419 352 1596 3200 James Way Dennis NY 21013 fattaieMcoldmaiLcom 06 04 2008 details Last Name y gestais C Private Contact i Rick Black Black Rick 251 517 4860 4600 Appleton Way Wilcox FL 15127 07 02 2008 tai sification x t John Bragwa Bradway Joan qo 2 5 369 5022 1 06 04 2008 d tails ss Phone m Peter Braswell B e Pet 01 1 166 00 b s 1 06 04 2008 details bile m Patricias Brune E P 1 00 Morg 1 06 04 2008 details Business Fax Home Phone m Daniela Camacho mach D 0 D 01 06 04 200 detais m Jason Chiang 1 1
22. 3 Enter a name for the new view report in the Name field 4 Enter a description for the new view report in the Description field 5 If you want to exclude the view report from lists of available views and reports select the Disable check box amp Disabled views reports are not permanently deleted they are just temporarily hidden from view You can view all of your disabled views reports on the Views Reports page by selecting the Show Disabled Views Reports check box Show Disabled Views Reports check box Click on Create New Report to create a new Report or click on an existing Report link to see update the definition of that Report To view the result of a report or get a CSV format file export pleasg Report link of a selected report PIurn On Off Explanations Custom Reports Q A Custom Report uses the same definition as a Custom View which is a pre defined or user defined List Definition tt specifies exactly what data you want to see and what fields you want toffee in the list ick on B View Default Edit Details Description Type Print Report a O Serena Clients Serena Clients Personal amp Print Report Export CSV File Basic Contact Information Basic Contact Information Personal amp Print Report Export CSV File Next Follow Up Date Contact records with a value in Follow Up Date Field Public amp Print Report Export CSV File Last Updated All Contact Records sorted by last date updat
23. 5500 Lam DL 16598 06 04 200 details m Brandon Dennis De Brandon 04 880 861 00 bbiette Ave e 1 06 04 2008 detais Address Lin 1 m Alan Edinger Eidinger Alan 801 111 1111 6900 Morgan Piace Wilkins NY 21013 alan colimai com 06 04 2008 detais State E3 adrian fettke Fettke Adnan 360 500 0510 3300 Morgan Circle Weeks AL 19541 feitkes cokimai com 06 04 2008 detais Postal Code Frederick Arn Frederick Arm Frederick Arn Frederick Arn 520 568 3494 7400 Subbiette Way STEDMAN CA 18070 farn coljmai com 06 04 2008 details Country y Kevin Gambarana Gambarana Kevin 502 396 0859 6800 James Drive Kennedy MT 12184 kevn coldmaiLcom 06 04 2008 detais Add to Contact s O E 7 F TRES VA ee r a amp Victoria Garnett Lampkin Garriett Lampkin Victoria 24 971 3453 5300 James Street Pisor AL 19541 voarnetti cokimai com 06 04 2008 details 2 Click on the Current View drop down menu PlanPlus Online displays a list of available views Current View f Public Contacts Basic Contact Information Contacts Last Updated Next Follow Up Date Private Contacts Public Contacts Serena Clients Manage Views Rep ts 3 Click on the view that you want to display PlanPlus Online refreshes the page and displays the view you selected The Manage Views Reports menu selection provides a quick link to the Views Reports page Page 173 PlanPlus Online System Administrator Training Unit Performance Lab Perfecting Your Skill
24. As section 5 Click on the View this report link at the top right of the page and raise your hand TIS PlanPlus Online System Administrator Training Applying Your Knowledge 1 Set the Default View for the Agent role to the desired view My Account gt Security gt Roles gt Edit Access to Views gt Set Default 2 Yes it also edits the view and vice versa 3 Click on the Show Disabled Views Reports check box PlanPlus Online System Administrator Training Unit 8 Advanced Features Unit Objectives e Configure Lead Boomerang email notifications e Access and create your External Page e Recall information from the Recycle Bin e Merge duplicate Contact records e Edit Appointment categories and user color codes for the Calendar 177 PlanPlus Online System Administrator Training Lesson 1 Lead Boomerang In Unit 6 you learned how to create and edit workflow processes In this lesson you will learn how to configure what we at PlanPlus Online call Lead Boomerang Lead Boomerang lets you configure PlanPlus Online to send out interactive emails to users in your organization when a step in a process is re assigned from one user to another or when a process step to which a user has been assigned comes due The recipient of the email can update the status of the process by advancing it to one of the possible results or reassigning the step to another user from his her mobile phone email center without having to lo
25. Colors Configuring 192 User Licenses 33 User Roles 25 Creating 26 Views 165 Displaying 173 Views Reports Creating 167 Editing 172 Views Reports Page Accessing 165
26. Department Email ob Title Sex zl lt E Sort by Column Ascending Select Fields for CSV Export ME A i Report M Contact Name M FirstName M Last Name O C Classification TM URL M Address M Main Phone L All Phones M Email C Title C Department I Job Title C sex T Net Worth TZ Decision Maker E Responsibility O Birthday C Contact Snapshot C Creation Date C Last Update Date C Created By C Last Updated T Company Relationships Save As Personal Public The View Report Definition page contains the following six sections Name Allows you to name the view report give it a description Description and optionally disable it so that it is not available for use Disable fields Search Criteria Allows you to identify the specific data that you want to include in your view report Select Columns Allows you to choose the columns that you want to display for View in the new view Sort by Column Allows you to choose how you want to sort the data Select Fields for Allows you to choose the columns that you want to appear CSV in the report If you choose you can set the report Export Report columns to match the columns for the view that you selected in the Select Columns for View section Allows you to save the view for your own use by clicking on the Personal button or publish the view for everyone in your organization to use by clicking on the Public button Page 168 PlanPlus Online System Administrator Training
27. Description field in the Results section and enter a description of the result Results Result Description Branch To Sequence Delete a 0 Page 145 PlanPlus Online System Administrator Training 3 Click on the Branch To drop down menu for the result description and select the step to which you want to branch Step 1 Qualify the Lead step 2 Determine Needs Step 3 Review Quote Step 4 Negotiate Deal Step 5 Contract Signed Step 6 Receive Monies step 7 Dead File Step 8 On Hold Step 9 Closed Won Branch Off Basic Sales Process Step 1 New Opportunity Branch Off Basic Sales Process Step 1a Follow up Needed Branch Off Basic Sales Process Step 2 Qualify Opportunity Branch Off Basic Sales Process Step 3 Proposal Branch Off Basic Sales Process Step 4 Closed Win Branch Off Basic Sales Process Step 5 Closed Lost Branch Off General Sales Process Step 1 Qualify the Lead Branch Off General Sales Process Step 2 Sales Call Branch Off General Sales Process Step 3 Active Follow Up Branch Off General Sales Process Step 4 Proposal Presentation Branch Off General Sales Process Step 5 Negotiation Presentation Follow Up Branch Off General Sales Process Step 6 Sale Confirmed Complete Post Sale Requirements Branch Off General Sales Process Step 7 Closed Won Branch Off General Sales Process Step 8 Closed Lost Branch Off General Sales Process Step 9 Dead Lead amp When
28. Export CSV File Creates a CSV file with all of the selected contacts information Add Remove Allows you to add or remove users from the sales support Team Member team for the contact Batch Assign Allows you to assign a user to a contact as a team member team lead or as the exclusive user for the record Update Value Allows you to update the values of certain fields for the contact Mark For Sync Allows you to specify that you want to include the contact in synchronizations with Microsoft Outlook By default PlanPlus Online includes only your private contacts in an Outlook synchronization Mail amp Print Allows you to select a template and send an email to the selected contacts You can also print hard copies of templates for mailing 9 To edit a contact select the check box in front of the contact s name and click on the appropriate button You can update more than one contact at a time by selecting the check box for each contact you want to update amp If you want to delete a contact from the Contact List click on the X link in the Delete column 125 126 PlanPlus Online System Administrator Training Unit Performance Lab Perfecting Your Skills In this unit you learned how to create email templates and how to run and save an advanced search You also created a Contact List In this performance lab you will create an email template run an advanced search and save the results as a list Then y
29. Field text Page 67 PlanPlus Online System Administrator Training 10 11 12 Edit the label for the field in the Label box If you want PlanPlus Online to display the field name in a particular color type the color name in the Optional Color field for example red blue or yellow PlanPlus Online will use that color to display the field name amp You can also use Hex Codes to specify a color choice For more information on Hex Codes go to Google and search for the term Hex Codes To remove a field from the page click on the field s drop down menu scroll to the top of the field list and click on the blank field PlanPlus Online removes the field from the page When you are finished click on the Submit button PlanPlus Online saves your changes and displays the Home page for the selected application amp PlanPlus Online automatically redirects you to the Home page for the selected application to allow you to review the changes you made to the page layout x Another way to review your changes is to open a second page in your browser by right clicking on the page and selecting Open Link in New Window or Open Link in New Tab If your browser will allow this By refreshing the second page after you click on the Submit button you will instantly be able to review the changes Creating Field Groups Field groups allow you to separate certain fields from the rest of the fields on a page by ad
30. Hold Clienthas requested some time to make a decision and move forw Edit Delete Due In 0 Days Step 9 Closed Won Attach the signed contract and quote to the electronic file and Edit Delete No Due Date Final Step 7 Repeat steps 1 7 to input action items for the remainder of the process steps When you are finished your Edit Process page will list all of the action items and possible results beneath each step Page 150 PlanPlus Online System Administrator Training Publishing a Process When you are finished defining the steps possible results and action items for your process you are ready to publish the process so the users in your organization can use it to track opportunities To publish a process use the following steps 1 From the Edit Process page click on the Status drop down menu and click on Published POPP rrr rrr ii iri Status Draft iv Draft Published amp The Published option saves the process as a global template that all users can access If you are continuing to work on the process leave the status as Draft 2 Click on the Update button PlanPlus Online saves your changes and refreshes the page 3 Click on the Back to Summary link to return to the Processes page 151 PlanPlus Online System Administrator Training Lesson 4 Attaching Opportunities to a Process Now that you have created a process in PlanPlus Online you are ready to attach it to an
31. James Way Dennis NY 21013 details Postal Code F Diana Alvarado 27833843044 dianakp coldmail com 7000 Appleton Drive Gambarana LA 13655 details Country Hl E3 Dwan Ashford 480 229 3072 dwan2006 coldmail com 3000 Subblette Avenue Jones LA 13655 details Co Add to Contact s f Elvis Presley 801 333 3333 ep amail com 111 E Broadway SLC UT details E farhad attaie 419 352 1596 fattaie coldmail com 3200 James Way Dennis NY 21013 details E Frederick Arn Frederick Arn 520 568 3494 farn coldmail com 7400 Subblette Way STEDMAN CA 18070 details f Gerald Willcox 440 572 6866 gerald willcox coldmail com 4400 James Street Martinez CA 18070 details E James Winters 469 226 3734 jw seeking coldmail com 5800 Appleton Avenue Molina HI 12184 details f Jason Chiang 704 912 3418 jason0407 coldmail com 5500 Carson Circle Garriett Lampkin DL 16598 details 1 20 of 47 gt gt f D Click on italic hea 2 Click on Advanced Search in the Sub Menu Page 188 PlanPlus Online System Administrator Training PlanPlus Online displays the Advanced Search page PlanPlus Online oe a tia Summary New Manage Views Reports Lists By Product Advanced Search Welcome CEO Preferences Emal Center Help Logout search contacts search all Advanced Search Q This is the Advanced Search page You can specify the search criteria and click on the Search button You can also save your search criteri
32. Myself training Appointments All Edit Delete Tasks Open Daily Notes My Notes Submit Create New Close 3 Click on Create New PlanPlus Online displays the Custom Views page Custom Views View Name Users Babe Ruth E CEO Michael Jordan C Serena Williams C Tiger Woods Appointments All v Tasks Open Tasks v Project Task Do Not Display 4 Daily Notes My Notes hd 4 Birthday Do Not Display Submit Cancel 4 Enter a name for the view in the View Name field amp For example if you were creating a view to overlay the calendars for all employees in the marketing department you would most likely name it Marketing Department Page 46 PlanPlus Online System Administrator Training 5 Inthe Users field select the check box for each user whose calendar you want to include in the new view 6 Tocontrol the items that display in the calendar select an option from each of the following drop down menus Appointments Project Task Daily Notes Birthday 7 When you are finished click on the Submit button Select All to show all appointments or select Open Appointments Only to show only open appointments Select All Tasks to show all tasks select Open Tasks to show open tasks only or select Do Not Display if you do not want to display any tasks Select All Tasks to show all project tasks select Open Tasks to show open project tasks only or select Do Not Display if
33. On Hold Step 8 Receive Monies Possible Result On Hold Step 8 Possible Result Closed Won Step 9 Dead File Action Update Field Value Sales Stage Closed Lost Possible Result No Result Final Step On Hold Possible Result Determine Needs Step 2 Possible Result Review Quote Step 3 Possible Result Negotiate Deal Step 4 Possible Result Contract Signed Step 5 Possible Result Receive Monies Step 6 Possible Result Dead File Step 7 Closed Won Action Update Field Value Sales Stage Closed Won Possible Result No Result Final Step In addition to incorporating possible results action items and automatic field updates you can also assign the individual process steps to specific users in your organization You can even automatically advance steps in your process if necessary In the next lesson we will teach you how to create process action templates for each of your action items Process action templates define the actions you want PlanPlus Online to take for each action item PlanPlus Online System Administrator Training Lesson 2 Configuring Process Action Templates Action items have the potential to increase your efficiency and effectiveness by automatically directing you and others to the next step that needs to be completed ina process Once you have outlined your process on paper but before you begin creating it in the Process Builder application you should create process action temp
34. Onfott Explanations Contact rf Please update your billing info Generic Contact Triplate please customize Contact Generic Template 2 Generic Contact Trnplate please customize H Contact Generic Template 3 Generic Contact Triplate please customize i Contact Generic Template 4 Generic Contact Triplate please customize 4 Contact Generic Template 5 Generic Contact Triplate please customize 4 Contact Generic Template 6 Generic Contact Triplate please customize 4 Contact Generic Template 7 Generic Contact Triplate please customize H Contact Generic Template 8 Generic Contact Triplate please customize Z Thank You for your interest in our Widgets Thank You for your interest in our Widgets i Hope you are doing welll Hope you are doing well Create Mew Advanced Template Groups amp Accessing email templates and sending emails are covered in the Introduction to PlanPlus Online training course For more information visit www planplusonline com webinars Page 116 PlanPlus Online System Administrator Training Lesson 2 Advanced Search PlanPlus Online can store a lot of valuable information but you need to be able to access that information quickly That s why PlanPlus Online includes such robust search capabilities You can perform the following types of searches in PlanPlus Online e Entire database Using the Search All field that is available on most pages in the application you can search your entire d
35. Opportunity Accessing the Views Reports Page To access the Views Reports page in one of the PlanPlus Online applications use the following steps 1 Click on the application tab PlanPlus Online displays the Home page for the application you selected oe oe eo uy Account Tt Summ ary Ne T Advanced Searc search contacts search al O Add New Contact re im En En Een E 2 Fe E 2 Team Me ber Team Lead Create as a Contactor E Contact Name Last Name FirstName Main Phone Address Job Title _ _ f Diana Alvarado Alvarado Diana 27833843044 7000 Appl min eee 13655 Q e MI First Name m Dwan Ashford Ashford Dwan 480 3000 Subt Last Name 229 3072 13655 O Private Contact farhad attaie Attaie Farhad 419 3200 Jame 352 1596 Classification Business Phone ma Rick Black Black Rick 251 t 4600 Appl 517 4360 Mobile Phone w way 945 22 7 Hasinass Fat SY FR John Bradway Bradway John 215 3300 Morg 369 5022 Home Phone fa Peter Braswell Braswell Peter 301 3000 Subt Email 481 1668 13655 Web Page f Patricia Brune Brune Patricia 801 3300 Morg Address Lin 1 440 5160 PEENES f Daniela Camacho Camacho Daniela 318 3200 Jame City State 990 9943 Postal Code Jason Chiang Chiang Jason 704 5500 Cars Country z 912 3418 16598 Add to Contact s O Brandon Dennis Dennis Brandon 704 3000 Subt 880 8617 13655 fa Alan Eidinger Eidinger Alan 801 69
36. PlanPlus Online displays the Personalize Tab Sections page for the application Personalize Tab Sections Contact Q Here you can choose to customize the Prompt Label of your tabs for an entity detail page You can also choose to Show Hide certain tabs DTurn On Off Explanations Setup For Myself v Key Prompt Hide DETAIL Detail FIELDS1 Fields 1 FIELDS2 sonar v FIELDS3 Fields 3 7 FIELDS4 Fields 4 7 FIELDSS Fields 5 v FIELDS6 Fields 6 v ADDRESS Addresses CONTACT Contacts TEAM Team OPP Opportunities PRODUCT Product Category 7 ee oS 7 Page 74 Cy PlanPlus Online System Administrator Training Each one of the entries represents the title of a sub tab on the Detail page of the selected application The Prompt field contains the label that PlanPlus Online displays on the sub tab Some of the sub tabs run across the top of the Detail page while others are in the bottom section of the page The changes you make in the Personalize Tab Sections page can apply to your version of PlanPlus Online or to the setup for your entire company Click on the Setup For drop down menu and select either Myself or Company Wide Setup Rename the sub tabs as necessary by changing the label in the Prompt field Cy To hide a sub tab make sure its Hide check box is selected To show a previously hidden sub tab clear its Hide check box When you are finished click on the Submit button PlanPlus Online saves th
37. Report Report Builder Q With Report Builder you can specify the search result from a Published Query Bullder query or a Seved Seerch as the data source and an output format of your choice as presentation to generate a report You can specify multiple sort columns report across entities and freeze amp publish the report result gt Turn On Off Explanation Saved Snapshots Predefined Reports Q Or you can view one of the folowing Predefined Reports gt Tum On Ott Explanations Contact by Users Contact report by users Contact Daily Areport on the number of Contacts created daily which you can group by users classification etc Contact Weekly Areport on the number of Contacts created weekly which you can group by users classification etc Contact Monthly A report on the number of Contacts created monthly which you can group by users classification etc P d fi Contact Calendar View A report on the Contact created by day in a calendar view re e l ne Contact Activities Note Contact Note report Time Contact Reports Contact Next Call Contact Calls Time amp The Views Reports page contains two sections e Custom Reports You can edit any of these reports by changing the report criteria Each of these reports is also available as a view within the application e Predefined Reports These reports cannot be edited or customized in any way They are standard reports given to every Pla
38. What happens if they need to postpone a purchase What if they sign the contract and never pay their bill We call these scenarios possible results It is important to incorporate possible results into our process The following is an example of a process containing possible results WIDGETS LLC SALES PROCESS Step 1 Qualify the Lead Possible Result Determine Needs Step 2 Possible Result Dead File Step 7 Step 2 Determine Needs Possible Result Review Quote Step 3 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Step 3 Review Quote Possible Result Negotiate Deal Step 4 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Step 4 Negotiate Deal Possible Result Review Quote Step 3 Possible Result Contract Signed Step 5 Page 130 Step 5 Step 6 Step 7 Step 8 Step 9 Action Items PlanPlus Online System Administrator Training Possible Result Dead File Step 7 Possible Result On Hold Step 8 Contract Signed Possible Result Receive Monies Step 6 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Receive Monies Possible Result On Hold Step 8 Possible Result Closed Won Step 9 Dead File Possible Result No Result Final Step On Hold Possible Result Determine Needs Step 2 Possible Result Review Quote Step 3 Possible Result Negotiate Deal Step 4 Possible Result Contract Signed Step 5 Possible Result Receive Monies Step 6 Pos
39. When you are finished click on the Submit button PlanPlus Online refreshes the Setup Custom Fields page 3 Upon clicking the Submit button PlanPlus Online automatically alphabetizes and sorts the Value fields amp Ifyou want to define more options for the drop down menu than there are Value fields fill in all of the available fields and click on the Submit button When PlanPlus Online refreshes the page it will add five more fields to the page 4 Click on the Return to Custom Field Setup button PlanPlus Online displays the Setup Custom Fields page Page 58 PlanPlus Online System Administrator Training amp At this point you have only created the Multiple String Values field and defined the values for the drop down menu The next step is to configure the page layouts to include the new field Page layouts are covered in Lesson 3 of this unit Entity Contact Organization amp User An Entity field allows you to select field values from your lists of contacts organizations or users For example if you wanted to include the name of the person who referred you to a new customer you could use an Entity Contact field to store the name of the referring contact in the contact record for a new client PlanPlus Online displays an icon for the Entity field which you can click on to select the contact organization or user To edit an Entity Contact Organization or User field use the following steps 1 Cl
40. a new user To manage an existing user licenses amp Roles click on the users name in the list If you do not see the nai the name in the search box and click search Create New O Search Username First Name Last Name Display Name E Mail CEO Lance Armstrong CEO CEO widgetsiic com twoods Tiger Woods Tiger Woods tw widgetslic com swilliams Serena Williams Serena Wiliams sw widgetslic com bruth Babe Ruth Babe Ruth br widgetslic com mjordan Michael Jordan Michael Jordan mj widgetslic com Administrator Karen Monks Administrator admin widgetslic com o amp You can also access the User Group page by clicking on the Account Profile Manage Account heading on the My Account tab clicking on Licenses amp Users and clicking on the User Group tab Page 40 PlanPlus Online System Administrator Training PlanPlus Online displays the User Group page Setup Preferences User Administration ProductiCategory Import Export Recycle Bin search all O Subscription amp User Setup 1 Manage License gt User Management 3 User Group oe User Group User Group User groups can be created to alow special calendar sharing access between members of the group After adding users to a group you must also cor calendars Create New Next N Click here to create a new user group 2 Click on Create New PlanPlus Online displays the User Group page User Group Group Name El Delete Description
41. adrian fettke E Alan Eidinger E Brandon Dennis E Brenda Rivas E Brian McRay amp Byron Hollowell amp Cassandra Koziol charles simmons amp CINDY STEDMAN Claris Molina amp Daniela Camacho 5 Diana Alvarado Main Phone Email Address 772 463 7400 avv0617 coldmail com 3400 Appleton Drive Camacho California 18070 360 500 0510 fettk il 3300 Morgan Circle Weeks Alabama 19541 801 111 1111 alan coldmail com 6900 Morgan Place Wilkins New York 21013 704 880 8617 nni ldmail 3000 Subblette Avenue Jones Louisiana 13655 570 374 2814 brendarivas coldmail com 3200 James Way Dennis New York 21013 662 893 1344 info coldmail com 3300 Morgan Circle Weeks Alabama 19541 713 247 9489 hollowell coldmail com 3000 Subblette Avenue Jones Louisiana 13655 502 759 6042 fairiprincez coldmail com 3300 Morgan Circle Weeks Alabama 19541 615 477 0111 clsenerqy1 coldmail com 4500 Morgan Avenue Matchett Delaware 16598 517 488 9361 persqypsy coldmail com 7200 Carson Street Alvarado New York 21013 678 925 7348 claris molina coldmail com 5600 James Drive Holdernesse Florida 15127 318 990 9943 daniela coldmail com 3200 James Way Dennis New York 21013 27833843044 dianakp coldmail com 7000 Appleton Drive Gambarana Louisiana 13655 amp The filters you selected appear below the A Z tabs Pencil icon details details details details details details details d
42. are they 5 O PlanPlus Online System Administrator Training Performance Lab Answers Perfecting Your Skills The Instructor will review the steps with everyone on the overhead projector Applying Your Knowledge 1 To give a new user access to PlanPlus Online you would create additional licenses if necessary create a new user account and attach a role Access sharing is the process of giving one user access to the calendars of other users so that he she can overlay the other users calendars Data access determines a role s access to the data in each application The easiest way to configure access sharing for the entire company is to create a user group that contains every user in the company and then configure access sharing for that group whole company You can create an unlimited number of users however they will not be able to log in to PlanPlus Online until you have purchased the necessary licenses and assigned each user a role There are three default roles Admin Manager and Agent Page 51 5 1 PlanPlus Online System Administrator Training Unit 3 Custom Fields and Page Layouts Unit Objectives e Create and manage custom fields e Customize default fields and drop down menus e Configure page layouts Page 52 g 2 PlanPlus Online System Administrator Training Lesson 1 Custom Fields PlanPlus Online is a very flexible application and is completely customizable to the needs o
43. click on the Search button for the Default Role field PlanPlus Online displays the Select Default Role page 9 Click on the link for the default role you want to assign to the user PlanPlus Online assigns the default role you selected and returns to the Configure User Roles page 9 If your organization has purchased more than one edition of PlanPlus Online click on the Default Login Application drop down menu to select the default application for the user 10 When you are finished editing the user s roles click on the Submit button PlanPlus Online returns to the User Management page Creating a User Group User Groups are very helpful throughout PlanPlus Online A group allows you to save multiple users to a single group name which makes it easier to schedule meetings or send messages because you can select the single group name instead of having to select each person individually For example you might have a group that consists of your management team and another group for the entire company To create a user group use the following steps 1 From the User Management tab of the Subscription amp User Setup wizard click on Next or click on the User Group tab S Se dministration Product egory impo xport Recycle Bin Setup Preferences User A Categ ort E Welcome Administrator Preferences search all O Subscription amp User Setup 2 User Manageme User Management User Management Click Create New to create
44. click on the Submit button PlanPlus Online begins the import process Page 91 PlanPlus Online System Administrator Training amp The import process can take some time The larger the file the longer the process will take Please do not hit Refresh or try to resend the information When PlanPlus Online completes the import process it displays the Import History page Page 92 PlanPlus Online System Administrator Training Lesson 3 Synchronizing PlanPlus Online with MS Outlook You can synchronize your PlanPlus Online data contacts tasks and appointments with Microsoft Outlook through the CompanionLink Synchronization Utility program By using the synchronization tool you are able to keep the data on your computer in sync with your data on the web This allows you to store your PlanPlus Online information on your computer so that you can access the data even when you are without an internet connection The following are some features of CompanionLink e CompanionLink allows you to keep Contacts Tasks and Appointments consistent and in sync between Microsoft Outlook and PlanPlus Online even as you add and edit information from within either application e CompanionLink is a small application that you install on the computer where you are running Outlook If you run Outlook from multiple computers you can only synchronize from one computer Synchronizing from different Outlook data sources may lead to duplicates in
45. client and come to a final agreement Draft a contract Contract Signed Signatures received and wiring instructions sent to client Confirm money transfer deposit Receive Monies 7 Dead File Client is no longer interested and has chosen to work with another company or not to purchase at all Client has requested some time to make a decision and move forward Closed Won Attach the signed contract and quote to the electronic file and update the file to Closed Won Branched From Another Step Branched From Another Step Branched From Another Step Branched From Another Step Branched From Another Step Branched From Another Step Branched From Another Step Branched From Another Step No Due Date Final Step No Due Date Final Step Page 143 PlanPlus Online System Administrator Training When you are finished with the activity your Edit Process page should look similar to the following Step 1 Qualify The Lead Using your company s Lead Scoring System how does this clie Edit Delete Due In 0 Days Step 2 Determine Needs Determine the needs ofthe client and make a list From this li Edit Delete Due In 0 Days Step 3 Review Quote Review the quote with your manager and then with the client Edit Delete Due In 0 Days Step 4 Negotiate Deal Negotiate the deal with the client and come to a final agreement Edit Delete Due In 0 Days Step 5 Contract S
46. custom fields in the Contact application Interest Level Character String Already a customer Very Interested Mildly Interested Not Interested and Remove from Mailing List First Contacted By Entity User N A Newsletter Yes No Checkbox N A 4 Create a new Contact Field Group with the following settings Description Survey Results Section Header Survey Results Background Color Green Column 1 Column Mode Add the Interest Level First Contacted By and Newsletter custom fields to the new field group Add the new field group to the Contact Detail Page Main Section Check the Contact Detail page to make sure the group was configured correctly 5 Add the default field Sex to the Contact Detail Page Main Section and change the label for the field to Gender 6 Inthe Contact application change the sub tabs labeled Fields 3 and Fields 4 to Personal and Rentals and unhide them amp When you finish the exercises raise your hand and wait for the instructor to review your work 7 6 Page 76 PlanPlus Online System Administrator Training Applying Your Knowledge 1 What is the difference between a custom field and a default field and how can you tell which is which by looking at them 2 How would you change the page layout for the sub tab labeled Personal 3 Which custom field type would you use in order to provide a drop down menu where more than one option can be chosen Page 77 J J PlanPlus Online Sy
47. each database e PlanPlus Online flags any Outlook Contact information as private data If you want to share those contacts with other users in your PlanPlus Online account you will have to clear the Private Contact check box that appears in the contact record Configuring Synchronization Settings Before you can synchronize your data you must install the CompanionLink application and configure the synchronization settings Depending on your version of windows the dialog boxes may appear slightly different To configure your synchronization settings use the following steps 1 Navigate to the www planplusonline com sync website Page 93 G 3 PlanPlus Online System Administrator Training PlanPlus Online displays the following web page PlanPlus Online Learn More Services MAIN MENU ow RESOURCES Support Center Online Manual Webinars Training Videos Knowledge amp FAQs Try It Now v ED Can t wait to get started Great You can get started today with a few easy clicks of i ll NOW AVAILABLE PlanPlus Online Synchronization Utility Pre Final Release Sync Data between Microsoft Outlook and PlanPlus Online Installation and User Notes Posted May 16 2008 Latest version is Ver 3 0 build 3025 What you need to know before you download S d Appointments consistent and in sync be nformation is added and edited from within eithe veen Microsoft Outlook and PlanPlus application
48. final step such as Closed Won or Dead Filed scroll to the bottom of the Due In drop down menu and choose No Due Date Final Step To add steps to a process use the following steps 1 Define the information for the step using the fields in the Add Step section 2 When you are finished click on the Submit button PlanPlus Online refreshes the page and adds the new step to the process you are building You ve successfully updated your profile value Widgets LLC Sales Process Flow View Process Name Widgets LLC Sales Process ee opportunity Description Update Step 1 Qualify The Lead Using your company s Lead Scoring System how does this clie Edit Delete Due In 0 Days amp The Flow View link displays your process as a flow chart which can make it easier to visualize branching steps 9 Ifyou make a change to either the Process Name or Description click on the Update button 3 Repeat steps 1 2 to define all of your remaining process steps amp To edit a step click on its Edit link as shown above To delete a step click on its Delete link PlanPlus Online displays a confirmation message Click on the Yes Delete link Page 142 PlanPlus Online System Administrator Training Determine the needs of the client and make a list From this list you will form a proposal Quote Determine Review Quote Review the quote with your manager and then with the client Negotiate Deal Negotiate the deal with the
49. for the custom field you want to delete PlanPlus Online ae ST SE Setup Preferences User Administration ProductiCategory Import Export Recycle Bin Welcome CEO Preferences Email Center Help Logout search all Q Setup Custom Fields Contact Q You can define Custom Fields to track specific information that is unique to your business You can configure the Name Description Display Order and Custom Field Type first After these info have been saved those fields with type Character String or Muttiple String Values will have an edit link under List of Values If you want the field to be a free text input you dont have to configure List of Values If you want the field to be a drop down you can specify the options by clicking on edit under List of Values PTurn On Off Explanations Invite a Friend C show disabled fields Name Description Display Order Type List Of Values Inactive Assistants Name Assistants Name 02 O O H Character String Edit O Assistant s Phone Assistant s Phone 2 Number oO Nickname Nickname Bo Character String Edit O Manager s Name Manager s Name 4 Character String Edit O Manager s Phone Manager s Phone 5 Number O Anniversary Anniversary 6 Date Oo Sufix tst S Suffix ti Character String Option Edit Fi ofe ofice Boo Character String Edit Fi Spouses Name Spouse s Name fi
50. format to be attached to all outgoing emails Incoming Accounts Email Provider v Mail Server Type IMAP 4 w Email Address Server Host C sst Port Username Password D Test Settings Outbound Settings SMTP Server Host SMTP Authentication Email Address Display Name Binal From Adress nrnorganj hotmail com Nick Morgan Email Address Display Name Reply To Address nmorganj hotmail com Nick Morgan Text Wizard Preview HTML Wizard Preview Signature C show personal page link in email signature Request Receipt O D Test Settings Next O amp You can receive email from an existing email account within PlanPlus Online by specifying the account settings In the Incoming Accounts section choose your email provider from the Email Provider drop down menu amp PlanPlus Online will automatically enter the correct settings in the Mail Server Type and Server Host fields based on your selection Enter your email address in the Email Address field Enter your email username and password in the Username and Password fields When you are finished click on the Test Settings link to make sure you have configured the settings correctly amp PlanPlus Online opens a separate window to test the settings If the test is successful PlanPlus Online displays a Test Success message Click on the Close button If the test is not successful return to the My Email page and correct the settings 9 In addition to receiving inb
51. hide and click on Submit PlanPlus Online saves the changes and refreshes the page 163 PlanPlus Online System Administrator Training 4 Click on the tab of the application whose filters you were editing Filters PlanPlus Online displays the filters you selected on the application Home page ContactName E Adam Wright adrian fettke E Alan Eidinger E Brandon Dennis E Brenda Rivas Brian McRay E Byron Hollowell Cassandra Koziol E charles simmons E CINDY STEDMAN E Claris Molina amp Daniela Camacho 5 Diana Alvarado Main Phone 772 463 7400 380 500 0510 801 111 1111 704 880 8617 570 374 2814 662 893 1344 713 247 9489 502 759 6042 615 477 0111 517 488 9361 678 925 7348 318 990 9943 27833843044 bmdennis coldmeil brendarivas coldmail com infomcoldmail com hollowell coldmail com fairiprine oldimail com clsenerqy1 coldmail com r il claris molina coldmail com dani oldmail com dianakp coldmail com Address 3400 Appleton Drive Camacho California 18070 3300 Morgan Circle Weeks Alabama 19541 6900 Morgan Place Wilkins New York 21013 3000 Subblette Avenue Jones Louisiana 13655 3200 James Way Dennis New York 21013 3300 Morgan Circle Weeks Alabama 19541 3000 Subblette Avenue Jones Louisiana 13655 3300 Morgan Circle Weeks Alabama 19541 4500 Morgan Avenue Matchett Delaware 16598 7200 Carson Street Alvarado Ne
52. is the name of the desktop application you want to synchronize with PlanPlus Online amp Microsoft Outlook 2003 2007 is the default choice Currently there are no other choices 15 Click on the Configure button Page 99 9 9 PlanPlus Online System Administrator Training CompanionLink displays the Transfer Method dialog box Transfer Method Transter Method Synchronize changes both ways Add Outlook info to the Web PIM O Add Web PIM info to Outlook For more information about this option press the Help button Fop 16 Choose from one of the following transfer methods gt Click on Synchronize changes both ways if you want to update Outlook and PlanPlus Online when you sync New records from Outlook will be transferred to PlanPlus Online and new records from PlanPlus Online will be transferred to Outlook gt Click on Add Outlook info to the Web PIM if you want to update PlanPlus Online with information from Outlook No information from PlanPlus Online will transfer to Outlook gt Click on Add Web PIM info to Outlook if you want to update Outlook with information from PlanPlus Online No information from Outlook will transfer to PlanPlus Online 17 Click on the Applications tab 100 7 PlanPlus Online System Administrator Training CompanionLink displays the Applications dialog box Please select the applications you would like to transfer Contacts Calendar Tasks amp The Applicat
53. jobtitle Store Manager 4 new record firstnamejAdam lastname right jobtitle Consuttant 5 new record firstname Patrick lastname Shannon jobtitle vP Operations 6 new record firstname Byron lastname Hollowell jobtitle Pastor 7 new record firstname Jason lastname Vyheeler jobtitle Territory Manager 8 new record firstname Brenda lastname Rivas jobtitle President 917 new record firstname kevin lastname oconnell jobtitle Store Manager 10 new record firstname Richard lastname Pedersen jobtitle Store Manager 11 new record firstname John lastname Bradway jobtitle Consuttant 12 new record firstname Steven lastname Martinez jobtitle VP Operations 13 new record firstname Mark lastname Matchett jobtitle mngr 14 new record firstname Gerald lastname Vvillcox jobtitle President 15 new record firstname charles lastname simmons jobtitle Iinteractive Marketing Manager 16 new record firstname Rick lastname Black jobtitle Admin 18 new record firstname Linda lastname Mediin jobtitle Consuttant 19 new record firstname Leanora lastname Mims jobtitle VP Operations 20 new record firstname Kurt lastname Maddox jobtitle Store Manager amp The Confirm to Import Data page contains a row for each new record that will be created The actual field data is preceded by the field name amp When PlanPlus Online merges duplicate records it
54. on the Submit button a Process Step Action Task Configuration select Template Prepare Quote Description Prepare Quote Due Date ODays after process step Owner Login User who is advancing the process Y submit Cancel om 149 PlanPlus Online System Administrator Training 6 When you are finished with all of the action items for the process step click on the process link name of the process at the top of the page Process a Widgets LLC Sales Process PlanPlus Online displays the Edit Process page Step 1 Qualify the Lead Using the Lead Scoring System how does this client rate Edit Delete Send Email Thank ou for your interest in Widgets LLC Due In 0 Days Determine Needs Branch to Step 2 Determine Needs Dead File Branch to Step 7 Dead File Step 2 Determine Needs Determine the needs ofthe client and make a list Edit Delete Due In 0 Days Step 3 Review Quote Review the quote with your manager and then with the client Edit Delete Due In 0 Days Step 4 Negotiate Deal Negotiate the deal with the client and come to a final agreement Edit Delete Due In 0 Days Step 5 Contract Signed Signatures received and wiring instructions sentto client Edit Delete Due In 0 Days Step 6 Receive Monies Confirm money transfer deposit Edit Delete Due In 0 Days Step T Dead File Clientis no longer interested and has chosen to work with anoth Edit Delete No Due Date Final Step Step 8 On
55. on your external Calendar select the Show Appointment Name check box To allow visitors to request appointments with you select the Allow Visitors to Request for an Appointment check box Click on the Submit button To preview your external page click on the Preview link located in the top right section of the page amp There are two Preview links on the page One of them displays a preview of your contact information and the other displays a preview of your External Page PlanPlus Online displays a preview of your External Page amp When you preview your External Page the URL posted in the Address bar of your browser is the link for your external page You can make a note of it and have it printed on your business card or other correspondence if you would like 185 186 PlanPlus Online System Administrator Training 16 When you have finished previewing your External Page click on the Back button in your browser PlanPlus Online returns to the Setup External Profile page amp You can also include a link to your External Page in your Email Signature in Page 186 the Email Center To do this click on Email Center in the Sub Menu Click on the Email Account Setup option in the Navigation pane Click on the Outbound Settings tab and select the show personal page link in email signature check box Click on the Submit button to save your changes PlanPlus Online System Administrator Training Lesson 3 Re
56. results of a saved search 2 What are the differences between the following Advanced Search Search All and Search for Contacts 3 Explain the two different types of email templates you can create with PlanPlus Online 127 128 PlanPlus Online System Administrator Training Performance Lab Answers The Instructor will review the answers with the entire group Applying Your Knowledge 1 Open the saved search by clicking on Advanced Search in the application Click on the Saved Searches tab Open the saved search by clicking on its link Scroll to the bottom and click on the Search button Select the check boxes for the records you want to include in the email Click on the Mail amp Print button Review the recipients and click on the Send Emails button Click on the template you want to use for the message Review the outgoing emails and click on the Submit button 2 Advanced Search Allows you to run searches based on multiple criteria and narrow your search results to exactly what you are searching for Search All Searches the entire database for a criteria match Search Contacts Application Searches the selected application for a criteria match 3 Plain Text Plain Text emails contain only basic text with no formatting or special features HTML Allows you to use an HTML toolbar to create and format the email template to your specifications You can add many different options such as fon
57. subject of the email when you use the template to send a message 6 Click on the HTML option for the Content field PlanPlus Online displays the HTML Version tab Name Hope vou are doing well Description Hope vou are doing well Subject Hope vou are doing well Content Text i HTML Text version HTML Yersio ML POF Previews HTML Edit submit 7 Click on the HTML Edit link 113 PlanPlus Online System Administrator Training PlanPlus Online opens the HTML Editor window which contains an HTML toolbar and an area to create your template x HTML Editor Eee 1 Tr baal TTT A aoe Buses EE RESSA LIMONEOGE Style v Format Font v Size i Igy iG Done www planplusonlineO2 com sy amp The HTML Editor makes it easy to create and format your template You can enter the text in the window and then format it using the toolbar buttons You can change the font font size and color and background color You can also insert images hyperlinks and tables Insert Edit mage Insert Edit Link Insert Edit Table 2 E Source A X F IB Z U ae x i Style Format Normal Text Style Text Format Font Text Size Text Color Background 8 Enter and format your message Color Page 114 114 PlanPlus Online System Administrator Training amp To change the format of the message text highlight the text and then click on the appropriate formatting butt
58. the Process Notification page PlanPlus Online oe ae Ge ee ee Setup Prefere search all O Invite a Friend User Administration ProductiCateg WtExport Recycle Bin Welcome CEO Preferences Email Center Help C Process Notification Q When you assign a Process Step to a user you can send a notification email to the assignee PTurn On Off Explanations Process Builder E Enable Email Notification Usable Keyword Example ValueField Name Company Profile Subject Login User Assignee Date Time Opportunity Content Attachments Product Brochures Add Update Template Page 1 9 180 PlanPlus Online System Administrator Training Cy The Enable Email Notification check box is an account setting that turns on off the email notification feature for all users in your organization You must enable the Assigned and Due notifications separately by selecting the appropriate link from the Sales Process options PlanPlus Online may populate the Subject and Content fields with default template information You can delete the default information and replace it with your own message or you can edit the default content as necessary 5 Select the Enable Email Notification check box 6 Enter or edit the message Subject 7 Enter or edit the message text in the Content box Cy In the message content you should explain why the recipient is receiving the notification message and what steps he
59. view Button peseription O O ea Removes any selected columns from the Selected Columns list box Removes all columns from the Selected Columns list box Adds any selected columns from the Available Columns list box to the Selected Columns list box Adds all available columns to the Selected Columns list box Moves the selected column up in the list The column that appears at the top of the Selected Columns list box will be the left most column in the view Moves the selected column down in the list The column that appears at the bottom of the Selected Columns list box will be the right most column in the view In the Sort by Column section select the number of the column that you would like to sort by and then select Ascending or Descending to set the sort order w The column numbers in the Sort by Column drop down menu correlate to the columns listed in the previous section The top column in the list is 1 The second column in the list is 2 etc amp When the sort order is set to Ascending PlanPlus Online sorts the data in the following way e Characters are sorted from A Z e Numbers are sorted from smallest to largest e Dates are sorted from newest to oldest amp When the sort order is set to Descending PlanPlus Online sorts the data in the following way e Characters are sorted from Z A e Numbers are sorted largest to smallest e Dates are sorted oldest to newest In the Report Columns section s
60. you do not want to display any project tasks Project tasks are only visible for those who have purchased the project module Select All Notes to show all notes select My Notes to show only your notes or select Do Not Display if you do not want to display any notes Select Display to display birthdays on the calendar or select Do Not Display if you do not want to display birthdays on the calendar PlanPlus Online saves the new view and displays it on the Custom Views page Custom Views Default Custom Views Users Settings Action o Myself Administrator Appointments All Edit Delete Tasks Open Daily Notes My Notes Management Team Administrator Babe Ruth CEO Michael Jordan Appointments All Edit Delete Tasks Open Daily Notes My Notes Submit Create New Close 8 Click on the Close button PlanPlus Online displays the Calendar home page Page 47 4 J PlanPlus Online System Administrator Training Displaying a Calendar Overlay View To display a calendar overlay view use the following steps 1 Refresh the Calendar home page by pressing the F5 key or by clicking on the Refresh button located in your browser s toolbar area 2 Click on the Display drop down menu and click on the calendar overlay view you want to display PlanPlus Online displays the view you selected showing appointments for all of the users included in the view amp PlanPlus Online displays each user s appointments and tas
61. you the ability to add extra formatting A Plain text email does not offer the same formatting options amp If you select the Show personal page link in email signature check box PlanPlus Online includes the link for your external page in your email signature For more information on External Pages refer to Unit 8 Advanced Features amp To include a receipt request with your outbound messages select the Request Receipt field When you are finished click on the Test Settings link to make sure you have configured the settings correctly amp PlanPlus Online opens a separate window to test the settings If the test is successful PlanPlus Online displays a Test Success message Click on the Close button If the test is not successful return to the My Email page and correct the settings When you are finished configuring your email settings click on Next Page 20 PlanPlus Online System Administration 1 PlanPlus Online displays the My Team page of the Account Setup Wizard PlanPlus Online Se oe ee ee Setup Preferences User Administration ProductiCategory Import Export Recycle Bin Welcome Hick Morgan search all O Account Setup Wizard 4 My Team My Team My Team If you intend to share your account with other users you can configure their access and sharing here If you are a single user you should select the Single User Account option below Team Account want to setup accounts for other
62. 00 Morg 111 1111 Page 165 PlanPlus Online System Administrator Training 2 Click on Views Reports in the Sub Menu PlanPlus Online displays the Views Reports page PlanPlus Online Vion 14 em oe ee ee eo aA sean Vews Reports d Welcome CEO Preference search contacts Q search all Q Custom Reports Q A Custom Report uses the same defintion as a Custom View which is a pre defined or user defined List Definition t specifies exactly what data you want to see and what fields you want to see in the list Click on Create fo New Report to create a new Report or cick on an existing Report Ink to ses update the definition of that Report To view the result of a report or get a CSV format fie export please click on Bvew Report link of a selected report Search by keyword Turn On Off Explanation Contact J C Show Disabled View s Reports Edit Details Description Type Print Report Export CSV _Search Basic Contact information Basic Contact information Personal amp Prnnt Report Export CSV Fie tact Lists Next Follow Up Date Contact records with a value in Folow Up Date Fiekd Pubic amp Print Report Export CSV Fie Last Updated Al Contact Records sorted by last date updated Public Print Report Export CSV Fie Contacts Public amp Prnt Report Export CSV File C u st 0 m All Contacts Public amp Private Global amp Print Report Export CSV Fie Private Global Print Repon s Reports Pubic Contacts Global Print
63. 1 1 1 PlanPlus Online System Administration 1 5 Click on the CONTINUE button PlanPlus Online displays the following page PlanPlus Online Fr23 144th Day 222 Days Left Week 20 AN Franklin Covey PA T Setup IM PlanPlus Online Sign Up C We re In Ou To assist us in understanding your needs better please complete the following YOUR CRM Is your intended use for business or personal Please Select One What is your Location Please Select One iw Which Industry best describes your primary organization or affiliation Please Select One What is your Job Title Potential number of users Please Select ae How did you hear about PlanPlusOnline Please Select One What is your primary reason for trying PlanPlus Online Yes would like to receive communications relating to PlanPlus Online its products and services including product releases product upgrades training and special offers and PlanPlus Online and its agents may use data have provided in accordance with the PlanPlus Online online privacy policy prefer to be contacted via please check one or more Phone Email CONTINUE gt 6 Select or enter the necessary information 7 Select or clear the Phone and Email check boxes to specify how you would like to receive information from PlanPlus Online 8 Click on the CONTINUE button Page 12 Pla
64. 2008 Negotiate Deal Possible Results Contract Signed Determine Needs Branch to Step 2 Determine Needs Receive Monies Dead File Branch to Step 7 Dead File Dead File Postpone YVait to finish Step On Hold Closed Won Add Comment History o Show Notes Wisual Diagram 06 13 2008 Step 1 Qualify The Lead Due Date 06 13 2008 Assigned To CEO CEO 064308 15 54pm You have successfully attached the process to the opportunity PlanPlus Online identifies the current step in the process with an orange border amp For more information on advancing an opportunity through a process refer to the Opportunity Management course for Users Page 155 156 PlanPlus Online System Administrator Training Unit Performance Lab Perfecting Your Skills In this unit you learned how to implement your business s processes in PlanPlus Online In this performance lab you will complete the process you started in the unit You will create process action templates and attach possible results and action items to steps 1 Open the Unit6 Excel file 2 Open the tab in the worksheet labeled Templates to Create Create a process action template in PlanPlus Online for each of the templates listed 3 Open the tab in the worksheet labeled Possible Result Info In the Process Builder application add the possible results for steps 2 9 of the Widgets LLC Sales Process 4 Open the tab in the worksheet labeled Action Item Info In the Proc
65. 2009 PlanPlus Online Nick Morgan 3 2 2009 PlanPlus Online System Administration 1 PlanPlus Online System Administrator Training By COMPLETExRM PlanPlus Online System Administration 1 2009 COMPLETExRM ALL RIGHTS RESERVED Acknowledgments CO sata sesh date clara Scenes ORTE T Gas celta leet beaut dade aeeniea Keith Norris Director Of Operations amp Education i ecesssssseseececeeeceeeeeeessseeeceeeeees Nick Morgan No part of this manual may be copied photocopied or reproduced in any form or by any means without permission in writing from COMPLETExRM This course and all materials supplied to the student are designed to familiarize the student with the operation of software programs We urge each student to review the manuals provided by the software publisher regarding specific questions as to the operation of the programs THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE MADE WITH RESPECT TO THESE MATERIALS OR ANY OTHER INFORMATION PROVIDED TO THE STUDENT Page 3 PlanPlus Online System Administration 1 About This Class COMPLETEXxRM courses are designed to provide learners with content that enhances their proficiency in the application which in turn improves their job performance Manuals contain e Performance based objectives e Content that is relevant to job performance e Lab experiences that demons
66. 225053193 E3 farhad attaie 3200 James Way Dennis NY 21013 419 352 1596 fattaie coldmail com m 1225053192 amp Jerri Jones 7500 Donnelly Avenue Braswell DL 16598 804 690 5896 ji idmail com m 1225053191 E3 Frederick Arn Frederick Arn 7400 Subblette Way STEDMAN CA 18070 520 568 3494 farn coldmail com E 1225053190 E Peter Braswell fi 3000 Subblette Avenue Jones LA 13655 301 481 1668 brasw com m 1225053189 E CINDY STEDMAN 7200 Carson Street Alvarado NY 21013 517 488 9361 persaypsy coldmail com Oo 1225053188 E Jason Staten 3300 Morgan Circle Weeks AL 19541 408 260 5900 jason staten coldmail com E 1225053187 E Diana Alvarado 7000 Appleton Drive Gambarana LA 13655 27833843044 dian coldmail com oO 1225053186 E Alan Eidinger 6900 Morgan Place Wilkins NY 21013 801 111 1111 alan coldmail com Oo 1225053185 E Kevin Gambarana i 6800 James Drive Kennedy MT 12184 502 396 0859 kevin coldmail com C 1225053184 E Steve Wilkins 6700 Carson Place Gibson LA 13655 480 251 8889 info coldmail com C 1225053183 f amp Kate Kennedy 3300 Morgan Circle Weeks AL 19541 480 961 1225 kathleenkennedy67 coldmail com C 1225053182 E3 Kendra Gibson 3000 Subblette Avenue Jones LA 13655 843 368 9146 kendra gibson coldmail com Oo 1225083181 m Sean Terry 6400 Appleton Street fettke GA 18070 940 300 9098 seaninarizona coldmail com C 1225053180 E John March 3200 James Way Dennis NY 21013 801 260 7600
67. 70 2 00pm Bookmart 3 00pm FranklinCovey Website Mission Statements 4 00pm Edit Add 5 00pm 6 00pm 7 00pm 8 00pm e248 Daily Notes _ Max amp The active tab on the page is always highlighted in orange 2 Click on the My Account tab Page 26 PlanPlus Online System Administrator Training PlanPlus Online displays the My Account page PlanPlus Online ee 3 Left iee Setup Preferences User Administration Product Category Import Export Recycle Bin search all Company Setup Irevite a Friend Welcome Administrator One Preferences Email Center Help Logout Setup Wizard Account Profile Manage Account ERP Backend Follow our Wizard steps to setup the application Update your company information Email server setting Help URL and Billing Setup Products Users Accounting Calendar and other backend Information parameters Organization Contact Setup Organization Contact options relationships page layouts and other General UI parameters Update Ul parameters tweak the application to suit your needs 4ccess Control Profiles and territory engine Opportunity Calendar Snapshot Layout Setup Opportunity options Sales Process page layouts and other Adjust TimeZone Appointment Options and other Calendar parameters Setup Snapshot Layout for key entities parameters Task Custom Field Setup Task Options and other parameters Setup Custom Fields for th
68. Account page amp To view the new calendar colors overlay your calendar with the users you edited Page 195 196 PlanPlus Online System Administrator Training Unit Performance Lab Perfecting Your Skills In this unit you learned how to send Lead Boomerang email messages configure your External Page recall information from the Recycle Bin merge duplicate Contact records and configure calendar categories and user colors In this performance lab you will review each of these features 1 Change the email address for the Administrator to your personal email address and log out of PlanPlus Online 2 Login asthe CEO Same Account Name Login CEO Password larmstrong 3 Advance the Elvis Presley 100000 Units Opportunity to the next step Assign the next step to the Administrator 4 Check your personal email for the Lead Boomerang Assigned email When you are finished log back in as the Administrator 5 Ensure that your External Page includes your appointment names and that the External Page link is included in your Email Signature 6 Delete the Elvis Presley 100000 Units Opportunity from the Opportunity Home page 7 Open the Recycle Bin and undelete the Elvis Presley 100000 Units Opportunity 8 Create the following new Contact Rick Black Business Phone 251 517 4860 When PlanPlus Online displays the message about duplicate Contact records select the Create as a different contact anyway link 9 M
69. Agenda notification settings click on the Send every morning in your timezone drop down menu and click on the time of day you would like to receive the notification amp Ifyou do not want to receive a notification leave the setting as Do Not Send Select the check box for the method s you would like to use to receive the notification If you selected Email enter your email address in the field If you selected Mobile Phone click on the Search button for the Mobile Phone field Page 17 PlanPlus Online System Administration 1 14 15 16 17 18 19 20 21 22 PlanPlus Online displays the Notify Me on my Mobile Phone page US Customers Only Notify Me on my Mobile Phone Mobile Carrier Verizon wt 10 Digit Phone Mumber ao 330 0343 example 510 555 1234 4 Email 601330034 3aetext com OK Cancel Click on the Mobile Carrier drop down menu and choose your mobile provider from the list Enter your mobile number in the 10 Digit Phone Number field Enter your email address in the Email field When you are finished click on the OK button PlanPlus Online returns you to the My Profile page of the Account Setup Wizard amp PlanPlus Online can also notify you of all tasks with an A priority each day You can also select the Notify check box in any Task Detail to include that task in your daily notification Repeat steps 10 17 to specify the time and delivery method for
70. CSV Import Contact CSV Import MS Outlook 2000 Contact CSY MS Outlook 2003 2007 Contact CSV gt Advanced Import Options amp The Data Import Export page contains links to import organization and contact information in CSV format and links to import contact information from Microsoft Outlook The Outlook options are configured specifically for Outlook s export format There is also a link to access Advanced Import Options which are covered in the next section Page 82 PlanPlus Online System Administrator Training 3 Click on the link for the import type you want to perform 7 PlanPlus Online displays the Import Wizard CSV File Source page CS File Source Force every line inthe CSY file as a new entity inot recommended Additional Parameters Import Session TA M08 23 46pm neaei eme nach Always Merge use existing record Merge if at least one phone or email matches d Unicode Please dont check unless you are are importing a 16bit unicode CSW file Submit Click on the Browse button for the CSV File Source field PlanPlus Online displays the Choose file dialog box Locate and click on the CSV file you want to import Click on the Open button PlanPlus Online returns you to the Import Wizard CSV File Source page and displays the file name you selected in the CSV File Source field Import Wizard CSV File Source Q Please select the data file you want to import and hit Submi
71. Deal Action Task Send Contract to Client Possible Result Review Quote Step 3 Possible Result Contract Signed Step 5 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Contract Signed Action Task Send Wiring Instructions Possible Result Receive Monies Step 6 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Receive Monies Possible Result On Hold Step 8 Possible Result Closed Won Step 9 Dead File Possible Result No Result Final Step On Hold Possible Result Determine Needs Step 2 Possible Result Review Quote Step 3 Possible Result Negotiate Deal Step 4 Possible Result Contract Signed Step 5 Possible Result Receive Monies Step 6 Possible Result Dead File Step 7 Closed Won Possible Result No Result Final Step PlanPlus Online System Administrator Training Automatic Field Updates In addition to incorporating possible results and action items you can also automatically update fields as each step in the process is completed so that your reports are a true representation of what is happening in your business PlanPlus Online includes a field called Sales Stage which you can update as each step in the process is completed 00 Preliminary 01 Prospecting 02 Qualification 03 Analysis 04 ProposaliPrice Quote 05 Negotiation UB Review OF Closed Von Ue Closed Lost 09 Closed Expired Other examples of fields you might want to update are Inter
72. Help Logout Special Searches Saved Searches Search Organization by Note Search Organization By Opportunity Search Organization by Product Search Organization by Assets Custom Field Value Period Search Criteria Organization Name Organization Phone Email S h C H H Address Line 1 Address Line 2 earch Criteria e a Postal Code Country Organization Category Searc Business Line Web Site of Employees Annual Revenue Net Worth Year Established Stock Ticker Fiscal Year End DUNS Number SIC Code Creation Date Created By Last Update Date Last Updated By DoNotMail v DoNotCall Team Lead v Team Member Product Interest Searc Import Session Custom Fields Custom Custom 2 Custom 3 Custom 4 Custom 5 Search Save As New Search 06 09 2008 amp The Advanced Search page contains two areas the tabbed area at the top of the page and the Search Criteria area at the bottom s The following table describes the Special Searches Saved Searches and Recent Searches tabs Special Displays a list of default search templates which make Searches it easy to search for certain information Saved Displays all of the advanced searches you have Searches completed and saved Recent Displays a list of your recent searche
73. LC jobtitle VP Operations jobtitle Sales Associate Gobtitle Admin jobtitle Store Manager jobtitle Consuttant jobtitle VP Operations jobtitle Pastor jobtitle Territory Manager obtitle President jobtitle Store Manager jobtitle Store Manager jobtitle Consultant jobtitle VP Operations jobtitle Manager jobtitle President Gobtitle interactive Marketing Manager Gobtitle Admin jobtitle Consuttant jobtitle VP Operations jobtitle Store Manager jobtitle Consuttant jobtitle VP Operations obtitle Regional Sales Manager jobtitle Store Manager amp The Confirm to Import Data page contains a row for each new record that will be created The actual field data is preceded by the field name 3 When importing to multiple applications at the same time PlanPlus Online divides the page into groups based on the application The data that is being imported into each application displays in a different color amp When PlanPlus Online merges duplicate records it displays the record numbers separated by commas in the first column amp Ifa record is new PlanPlus Online displays new record in the second column If the record is already present in the application database PlanPlus Online displays update instead If you click on the update link PlanPlus Online takes you to the record in the application Review the data to make sure the field mappings are correct When you are finished
74. NG Description Accounting AD Advertising AEROSPACE Aerospace AGRICULTURE Agriculture AUTO BANK Automotive Banking BIO Biotechnology CHEMICAL Chemicals COMM Communications CONSTRUCTION Construction CONSULTING Consulting CPG EDUCATION Consumer Products Education ELECTRONIC Electronics Inactive ee y S e a 5 Edit or add to the drop down menu options as necessary amp You can add up to five new options at a time 6 When you are finished click on the Submit button PlanPlus Online saves your changes and redisplays the Setup Option Values page amp PlanPlus Online always displays five empty fields for additional menu options If you want to add more than five new options enter the first five and click on the Submit button PlanPlus Online adds five more blank fields You can add as many options to the drop down menu as necessary Page 65 66 PlanPlus Online System Administrator Training Lesson 3 Page Layouts In this lesson you will learn how to Add and remove custom and default fields from application pages Add colors to custom and default fields Configure columns in Page Layouts Create field groups and add them to application pages Customize and create sub tabs You have already learned how to create new custom fiel
75. O Personal Preferences General UI Calendar Task CRM External Profile amp Personal Info Display Name ee SSS SSi First Name E0 MI lat Name cE S Emai CEO widgetsllc com Phone 8013300343 Old Password Leave blank if you don t want to change your password New Password Leave blank if you don t want to cha ford Retype New Password Leave blank if you d ant to change your password Switch Roles Executive x fed User Interface Time Zone GMT 07 00 US Canada Mountain Iv Language PlanPlus Online Session Inactivity Timeout 4 Hours a Flash Chart No lv Side Bar Enable Disable User Selection Popup Window Dropdown Menu Display Log Entries Descending Ascending Table of Lines Per Page 20 v of Extra Lines 5 a A Other Please note thatthe links in this section will navigate away from this page Please submit your changes first Reminder amp Alert Delivery Method Email Setup Accounts Access Sharing Setup Access Sharing Import Export Date Time Format Submit 3 Click on the External Profile link Invite a Friend Welcome CEO Preferences Email Center Help Logout App Module PlanPlus Online Page 183 PlanPlus Online System Administrator Training PlanPlus Online displays the Setup External Profile page See Gee Mee Me Oc Setup Preferences User Administration ProductiCategory Import Export Recycle Bin search all Q Person
76. Online displays the Import Wizard Verify amp Map Your Data page SS Gee ae ee ae Setup Preferences User Administration Product Category Import Export Recycle Bin search all 0 Import Wizard Verify amp Map Your Data In the preview amp mapping table below you can see a brief review of your CSV file content The column headers of your CSY file are listed in the first row Please map the headers to the correct field in the dropdown list which our database recc For Org Contact Relationship import each line in your data file should contain one master entity either an Organization record or a Contact record an either Master Org or Master Contact but not both and the relating entity fields to Org1 Org2 Contact1 Contact fields CSV Header First Name Last Name Email Address Map To Select Mapping Select Mapping w Select Mapping v Line 1 Line 2 Line 48 48 lines of data in file Submit Save Mappings w You must now link the fields in your CSV file to the associated fields in PlanPlus Online so that PlanPlus Online knows where to store the new field data This process is called mapping The field names from the CSV file are listed in the first row CSV Header 11 For each field in the CSV file click on the Map To drop down menu and click on the PlanPlus Online field that you want to map to the CSV field amp Because you are using the advanced import options and are importin
77. Plus Online opens the Manage License tab of the Subscription amp User Setup wizard PlanPlus Online edition and support contract wizard steps f Home co Setup Preferences User Administration P search all O Opportunity iductiCategory Import xport Recycle Bin Welcome Administrator One Prefere Subscription amp User Setup 1 Manage License ST st have more Allocated licenses than Used licenses You will be billed for each Allocated licenses Licenses can be moved from one user to another without HMO log in to the application You must first remove licenses from the users before you can change your subscription to less than the number of Used licen Manage License Manage Licenses To add additional users aa license is removed from a User that Usaytvllst b Desc Allocated Used PlanPlus Online 1 1 PlanPlus Online Support Contract Gerpral Support Contract General Per User 1 Note If you have a spgcial discount coupon agreement for volume licenses and or would like a representative to contact you please leave a brief comment below Con Card Billing Manage Subscription O save changes and advance wizard Change of licenses here 4 Enter the number of licenses you want to allocate to your company in the box in the Change column amp If you allocate additional licenses you will be billed for those the following month 5 Click on N
78. SA Nicolas Display Name Nick Morgan Address Email nmorganj hotmail com City Phone 8013300343 State Postal Code Country ACCOUNT PASSWORD Username nmorganj hotmail com Old Password Leave blank if you don t want to change your password New Password eave blank if you don t want te Retype New Password eave blank if you don t want te amp If PlanPlus Online displays an announcement page click on the Continue button at the bottom of the page to access the Account Setup Wizard 3 To edit any of your personal information click on the Edit link next to ABOUT YOU PlanPlus Online activates the fields so that you can edit their contents 4 Make any necessary changes 5 To edit any of your company information click on the Edit link next to ABOUT YOUR COMPANY and make the necessary changes 6 To change your username enter a new username in the Username field 7 To change your password enter a new password in the New Password and Retype New Password fields 8 When you are finished click on Next Page 16 10 11 12 13 PlanPlus Online System Administration 1 PlanPlus Online displays the My Profile page of the Account Setup Wizard Account Setup Wizard 2 My Profile My Profile My Profile Setup your Calendar preferences email or text your daily agenda and setup your task notification preferences Calendar Time Zone GMT 07 00 US Canada Mountain v Hour Range 8 00 v 18 00 v O Scr
79. SV File Source page for the import type Import Wizard CSV File Source Q Please select the data file you want to import and hit Submit Your data file should be a text file with the CSV Comma Separated Value format Please note that to import Organization Contact SalesTeam records the field Organization Name First Name and Last Name are required For a s CS File Source Force every line in the CSV file as a new entity not recommended Additional Parameters Import Session 0516 08 11 08am On Contact Name Match If name match found merge records It name match and at least one phone or one email matches merge records o Unicode Please dont check unless you are are importing a 16bit unicode CS file Submit 5 Click on the Browse button for the CSV File Source field PlanPlus Online displays the Choose file dialog box 6 Locate and click on the CSV file you want to import 7 Click on the Open button Page 88 PlanPlus Online System Administrator Training PlanPlus Online returns you to the Import Wizard CSV File Source page Import Wizard CSV File Source Q Please select the data file you want to import and hit Submit Your data file should be a text file with the CSV Comma Separated Value format Please note that to import Organization Contact SalesTeam records the field Organization Name First Name and Last Name are required Foras CSV File Source C Documents and Se
80. Tmplate please customize Contact Generic Template 8 Generic Contact Tmplate please customize Create New Advanced Template Groups amp PlanPlus Online provides you with a few generic templates that you can customize for your business Any email templates that you create will also be listed here for future use or editing The Advanced Template Groups button allows you to create groups of templates for different campaigns projects etc 4 Click on the Create New button Page 109 PlanPlus Online System Administrator Training PlanPlus Online displays the Email Templates page Email Templates Back To Summary v Q You can customize Emaii Templates sent to your clients and to your internal users PTurn On Off Explanations Name Usable Keyword Example Value Field Name Description Company Profile son Login User Sujet S Sy Content Tet O HTML Date Time Text Yersion HTML Versionf XML PDF Contact Attachments Product Brochures Add Submit The Email Templates page has three sections as outlined above e 1 Name and Description section This is where you name the template and describe its contents and message e 2 Text HTML XML PDF version section This is where you choose the format for your template You can create the template in Plain Text format or in HTML format e 3 Mail Merge This section is where you will choose the fields you want to merge into your templa
81. To create an Appointment template you must specify the appointment Name Start Date Start Time Type Assign To Duration Importance and Description Task To create a Task template you must specify the task Description Due Date Priority Status Owner and Detail To create a Note template you must specify the note Subject and Content Advanced Search and Lists for more information on creating email templates To create an Email template you must specify the email Subject and Content Refer to Unit 5 Email Templates 8 When you are finished click on the Update Template button PlanPlus Online saves your information and returns you to the Process Builder Templates page and displays the new template you created in the list amp To edit a template click on its link on the Process Builder Templates page amp After you create a template you will be able to select it in the Process Builder application when you are creating action items 137 PlanPlus Online System Administrator Training Lesson 3 Creating a Process Creating a process can take some time but it is definitely worth the investment Once you have created your process you will find that you save time in the future and ensure that clients and opportunities are not overlooked This lesson will teach you how to create a process for your business in the Process Builder application which was designed to help you stay on top of your processes an
82. a for future uses gt Turn On Off Explanations Special Searches Saved Searches Recent Searches mclis Search Contact bv Nola z o DEDA Conlact DEDNE Search Contact by Product Custom Field Value Period Search Criteria Displaytame Contactuumber RT Firstuame ss lastuame Jo moe H ma aC Address Line 1 SE E Addressine2 CT wx 0 se BOC Postal Code Country Classification The uf g nw BCO Department LO C O Sex L J C ww BC Respons BOSS Brthdsy S S S Please Ignore Year Decision Maker E Creation Date a zj Created By a z Last Update Date E C Last Updated By E z DoNothtai C a DoNotCall z Team Lead a x Team Member a z Product interest Inport Session H Custom Fields Assistants ame BOS Assistants Phone ol S ae BES Manager s Name a Eas Manager s Phone C E N Anniversary L E gj Suttec CO ome CC Spouse s Name LOO g eooo Follow Up E gt g Contact Summary a o s custom gf custom OE Newsletter Hm interestLevet ES erch First Contacted By Jm Sear SHE ASN New Search 06 24 2008 3 Without entering any information scroll to the bottom of the page and click on the Search button PlanPlus Online displays all of your Contact records Search Result m Contact Name Address Main Phone Email m 1
83. abel Opportunity Name Optional Color Optional Size Field Customer Label Customer Optional Color Optional Size Field Forecast Status a Label Status Optional Color Optional Size Field Currency v Label Currency Optional Color Optional Size Field Close Date T Label Close Date Optional Color Optional Size 0 Page Layout Editor Opportunity Fields Detail Edit Mode Main Section Here you can setup your entity page s Field Layout You can choose to display 2 Columns or 3 Columns of fields of your choice For each field including custom fields you can specify your own label and position gt Turn On Off Explanations vv Column 2 Field Opportunity v Label Opportunity Optional Color Optional Size Field 7 Label Optional Color Optional Size Field Sales Stage v Label Sales Stage Optional Color Optional Size Field Amount v Label Amount Optional Color Optional Size Field Win Probability v Labet Win Probability Optional Color Optional Size Back To Summary PlanPlus Online System Administrator Training amp The Page Layout Editor page contains field definitions for each field on the page you are editing The field definition includes the field name the field label the field color and the field size 5 Click on the Field drop down menu for one of the fields PlanPlus Online disp
84. al Preferences General UI Calendar Task CRM External Profile All ListView Setup External Profile Page Q You can set up an External Personal Profile page that displays your contact information a brief introduction about you and your appointment with you from this page PTurn On Off Explanations j Personal Information Use HTML Email Signature Configure Preview C About Company Title About sa nick2 Content C About Myself Title About Myself Content C My Calendar O Show Appointment Name CO Allow visitors to Request for an Appointment Submit amp The Personal Information section allows you to specify the contact information PlanPlus Online should display on the External Page 4 Select one of the following options for the Personal Information section gt If you have already configured an HTML Email Signature and you want to use that for your contact information click on the Use HTML Email Signature option amp If you have configured an HTML Email Signature PlanPlus Online automatically displays the HTML code in the box If the box is empty you have not configured an HTML Email Signature gt Toconfigure your contact information click on the Configure link PlanPlus Online displays a screen from which you can select a signature format After selecting a format make any changes to your personal information and click on the Update button amp If you are familiar with HTML
85. alu e viewi aS ee possible selection of values for Appointment Category Calendar Key Display Name Description Inac d O Q BUSINESS Business FAMILY Family FRIEND Friend PERSONAL Personal ololoioiololioliolow 4 r Submit amp The entries that you see are the default categories You can edit the default categories and add new categories from this page The categories are displayed on the Category drop down menu located on the Appointment Detail page 4 Create any new categories and make any necessary changes to the default categories To remove a category from the Category drop down menu select its Inactive check box You can re activate a category by selecting the Inactive check box again amp Ifyou run out of field boxes click on the Submit button PlanPlus Online saves your changes and refreshes the page with five new open fields 5 To specify a color for a category click on its Color drop down menu PlanPlus Online displays a drop down menu containing color choices 193 PlanPlus Online System Administrator Training 6 Select one of the default colors or enter a Hex Code in the open field and click on the OK button t For more information on Hex Codes search for the term Hex Codes on Google 7 When you have finished customizing the categories click on the Submit butt
86. apply to your version of PlanPlus Online or to the setup for your entire company The Company Wide Setup option is recommended If you want to change the page layout for yourself only or for a specific role select the option from the drop down menu Click on the Setup For drop down menu and select the appropriate option amp Ifyou want to make Company Wide Setup the default select the Disallow user level customization check box at the bottom of the page The Disallow user level customization check box allows you to restrict users from changing the page layout of the current page It is recommended that only Administrators change page layouts To control the number of columns on the page click on the 2 Column Mode drop down menu and select the number of columns for the page The column mode setting controls the number of columns that PlanPlus Online displays on the page The 2 Column Mode setting allows the user to view the entire page without having to use a horizontal scroll bar To add a custom or default field to the page move to an empty Field box and click on the drop down menu PlanPlus Online displays the available fields for the page Click on the custom or default field you want to add to the page amp Custom fields are preceded by the text Custom Field amp PlanPlus Online automatically enters the Label for the custom field as Custom Field lt field name gt You may want to edit the label to remove the Custom
87. ar in Mew Ll Allow Free Branching ta Any Process Steps Process Step Priority Advanced Parameters Qpportuni Rules for Opportunity Sales Stage Caportunity Partners Automatic Email Transfer to Opportunity Communication Lo show Opportunities in Task List Opportunity Snapshot Layout gt 4 Click on the link for the process action template type you want to create PlanPlus Online displays the Process Builder Templates page for the selected template type search all O Process Builder Templates Name Appointment Task Note Email Title Detail Action Create New Process Builder 5 Click on the Create New button PlanPlus Online displays Update Template page for selected template type The following screen is the Update Task Template page Template Name Description Due Date 0 Days w after process step Priority v Status v Owner Login User who is advancing the process v Detail Update Template Page 136 PlanPlus Online System Administrator Training amp The fields that display on the Update Template page depend on the type of template you are creating All template types have a Template Name field 6 Enter the Template Name for the new template 7 Enter the necessary information for the template type you are creating w The following table describes the fields you must define for each template type Template Field Definitions Type Appointment
88. arch button 122 PlanPlus Online System Administrator Training Lesson 3 Contact Lists PlanPlus Online gives you the ability to create Contact Lists A Contact List is interactive which means you can open edit and delete contact records from the list view You can also update records from the list view just as you can from the search results of an advanced search Contact Lists are static lists which mean they do not change and they are not based on criteria or the results of a search You can use Contact Lists to create mailing lists which allow you to send emails to a group of people quickly Creating Contact Lists To create a Contact List use the following steps 1 Select the Contact tab PlanPlus Online displays the Contact Home page PlanPlus Online Summary New Manage Views Reports uss By Product Advanced Search search contacts search all Q add_new_contact Classification Create as a COMO Of IM Contact Name Main Phone Email Job Title d E Adam Wright 772 463 7400 aw0617 coldmail com 3 adrian fettke 360 500 0510 fettkes coldmail com First Name Mat EY adrian fettke 360 eee o E Alan Eidinger 801 111 1111 alan coldmail com E Private Contact Brandon Dennis 704 880 8617 bmdennis coldmail com 2 Click on Lists in the Sub Menu PlanPlus Online displays the Contact Lists page Opportunity My Account Ite a Friend Summary New
89. as necessary 13 Click on the Update button located at the bottom of the page PlanPlus Online returns to the Setup Roles summary page 14 To set the data access for the role click on the Edit link in the Access To Data column for the role PlanPlus Online displays the Access Control Profile page Setup Preferences User Administration Product Category Import Export Recycle Bin search all O Access Control Profile East Coast Manager Q You can setup different access control profiles for each role type Read All Vrite Al Specify that for users of this Role they can Read and Write all records regardless of whether they are on the access team or not This profile value is best suiter Read OwnVvrite Own Specify that for users of this Role they can only access those records which they are explicitly on the access team This profile value is best suited for repr Read All VVrite Own Specify that for users of this Role they can view all records regardless of whether they are on the access team or not But they can only update those recor Inherit Specify that for users of this Role they can Read and Write all records which they are on the access team or their subordinates are on the access team This profile value i For Role East Coast Manager Organization Inherite v Contact Inherite v Opportunity Inherite v Lead Inherite a Y Inherite Submit Read All Arite All Read All Write Own Read Own v ri
90. atabase for the criteria you enter e Specific application Using the Search by Application i e Search Contacts Search Organizations Search Opportunities etc field that is available in each application you can search the chosen application for the criteria you enter e Advanced search Using the Advanced Search feature you can create custom searches that utilize more complex search criteria Advanced searches are available in the Organization Contact Opportunity and Calendar applications Understanding Conditional Operators When you create an advanced search you specify the criteria for which you want to search and the condition that you want the criteria to meet for example equal to Criteria values can be character strings i e words and phrases numbers or dates You can search using a single criterion or many and you can search for an exact value or a range of values For example you might want to find all records created on a certain date or all records created in the last 30 days In order to define the criteria for an advanced search you need to understand the conditional operators that PlanPlus Online uses to define the search criteria The following table explains the conditional operators you can use to define your search criteria Conditional Operator es Searches for data that matches the criteria exactly D Searches for data that does not match the criteria Contains Searches for data that contain
91. ate Contact records with a value in Follow Up Date Field Public Print Report Export CSV File Last Updated All Contact Records sorted by last date updated Public Print Report Export CSV File Contacts Public G Print Report Export CSV File All Contacts Public amp Private Global Print Report Export CSV File Private Contacts Global GPrint Report 2 Export CSV File Public Contacts Global Print Report Z Export CSV File i 80t8 z Report Builder Qw ith Report Builder you can specify the search result from a Published Query Builder query or a Saved Search as the data source and an output format of your choice as presentation to generate a report You can specify multiple sort columns report across entities and freeze amp publish the report result PIurn On Off Explanations Saved Snapshots SoS _ Create New Report _ Predefined Reports Q Or you can view one of the following Predefined Reports DTurn On Off Explanations Contact by Users Contact report by users Contact Daily A report on the number of Contacts created daily which you can group by users classification etc Contact Weekly A report on the number of Contacts created weekly which you can group by users classification etc Contact Monthly Areporton the number of Contacts created monthly which you can group by users classification etc Contact Calendar View Areporton the Contact created b
92. ated Value Files ccceccceccsscceecceceeeeeseecseceeceeseeeseeeeeeeages 80 Lesson 2 Importing Data Into PlanPlus ONIING ccc ceecceeccseceeeeeseeeeeeesceeseeseeeeeeaees 82 Lesson 3 Synchronizing PlanPlus Online with MS Outlook ccccecceeceeeeeeeeeeeeeeees 93 Unit Performance Lab cxcatcctcsectatesswccctusaedauitennah caer S 104 Unit 5 Email Templates Advanced Search and Lists c cccceeceeceseeeeeececeseeeeeeceeeenes 107 Lesson 1 Emal Template Si c5 mca cas cesuaivsneaseesetsaagnnse decane tanmaven vaaenarne tie aweuieuntnaeseanaeds 108 LESSON 2 AdVahGeG Search aeonit edelcatinideinncndensb ies eutalae ads 117 LeSSOM Se COMTACE LISTS seccturrs ct rch utteans eecmnabenis teat ienyiaimere nasty eat ca eetcaueme is caaat 123 Umit Pertormance Lab saistesvedevecns ae indrehactaeuteseee N nr oee 126 UDITO Process BUIGE sccctuedtaaaessOonsi 82 cies edeea sted suetas hase st tenceataiad esses ate ieee 129 Lesson le Understanding Processes oeren E AA 130 Lesson 2 Configuring Process Action TEMp lates ccccccssecseceseeceeeeeceneceeeeseeeees 135 Lesson S Creating a PROCESS oreca AT cocenstiadegsaentss aimaoutonesoiasersoasenes 138 Lesson 4 Attaching Processes to an OppOrtuNity ccccccseecseceseecesceseceseceeeeeseeeees 152 Unit 7 PlanPlus Online Views REports ccccccccsecceesssccecesececeeseceseuecetseeseteuseeeees 160 kesson LS Usine FI CNS eese anan sande teuagnsenue E anudadade
93. ation only Creating and Editing a Role Before users can log in to the system you will need to assign them a role You can use one of the three default roles provided in PlanPlus Online or you can create your own customized roles if you want more control over the pages data and views that each role can access You can also assign users more than one role and specify which role should be the default role Users who have more than one role can switch back and forth between the roles as necessary You might want to create a new role if you have a position that doesn t fit within one of the default roles for example if you have a District Manager with several Sales Managers reporting to her To create a new role use the following steps 1 Login to PlanPlus Online if necessary PlanPlus Online displays the Home page Active a T Contact Opportunity Calendar T MyAccount Invite a Friend Home We Repo Welcome Administrator One Preferences Email Center Help Logout C O shao Printable ew gt May 2008 gt Z ABC 3 Daily Tasks Master Tasks Max ABC 3 Daily Tasks Master Tasks Max Onan my SNT wWtF ss ee ee ee Wednesday 7 4 5 6 7 8 9 10 8 00am a il ales Wel Ni alt Slee 18 19 20 21 22 23 24 i 25 26 2 28 29 30 31 00am Today 10 00am Create Task Create Appointment 11 00am 12 00 FranklinCovey pm No better relation than a prudent 1 00pm and faithful Friend Benjamin Franklin Quotationary p 2
94. ccount Setup Wizard how would you add another email account to your personal PlanPlus Online account 2 Are the changes that you make during the Account Setup Wizard going to affect the settings for all users for whom you are an administrator or just your own Page 22 PlanPlus Online System Administration 1 Performance Lab Answers Perfecting Your Skills 1 Click on the My Account tab Click on the Setup Wizard heading Click on the Quick Start Setup Wizard link Click on the My Profile tab of the Account Setup Wizard Click on the Time Zone drop down menu and click on the MST time zone 2 From the Daily Agenda section of the My Profile tab select 7 am from the Send every morning in your timezone drop down menu Select the Email check box and enter your email address in the field Repeat the above steps for the Tasks section Click on Next 3 From the Outbound Settings section of the My Email tab click on the Wizard link for the Text box Click on one of the signature styles Click on the Update button Click on Next Click on the Home tab Applying Your Knowledge 1 You can access the My Email tab of the Account Setup Wizard by clicking on the My Account tab clicking on the Setup Wizard heading clicking on the Quick Start Setup Wizard link and clicking on the My Email tab You can also access the email account setup options through the Email Center To access the Email Center click on the Email Center heading located on
95. ct the new due date for the step from the Next Due Date field and select the user to whom you want to reassign the step from the Assign To drop down menu Enter any comments and click on the Submit button Page 181 PlanPlus Online System Administrator Training Lesson 2 Configuring External Pages All PlanPlus Online users can create an external personal profile page called the External Page which contains their contact information an introduction to their company pertinent personal information and an external view of their Calendar The External Page can be accessed via a web site address Visitors to your External Page can easily view your Calendar and request appointments with you Here is a sample of a very basic External Page Nicolas J Morgan Director of Operstions and Training PLANPLUSONLINE www planplusonline com 801 330 0343 Cell nick planplusonline com 801 438 3460 Office gt PlanPlus Online PlanPlus Online is a great company with a lot of momentum moving into the next level of the CRM industry PlanPlus Online was built upon the COMPLETExRM platform After adding Franklin Covey s planning methodology to the application It was very apparent that PlanPlus Online was a force to be dealt with Visit our website at www planplusonline com for more information gt Nicolas J Morgan Nicolas J Morgan was born in SLC Utah and was raised to believe that CRIMSON RED is the only true color that actually exists i
96. cycle Bin The Recycle Bin allows you to recall previously deleted Organizations Contacts and Opportunities This safety feature ensures that as an administrator you will always be able to recall information that you or other users have deleted To access and recall information from the Recycle Bin use the following steps 1 3 Click on the My Account tab PlanPlus Online displays the My Account page amp Ifyou do not see the Recycle Bin option in your Sub Menu you may need to change your default role to a role that allows access to this page Click on Recycle Bin in the Sub Menu PlanPlus Online displays the Recycle Bin PlanPlus Online oe oroanizaton Y contat Y opportunty oe YO Myaccount xport Recycle Bin Welcome CEO search all Q Recycle Bin Q When you delete a record Organization Contact Opportunity Case it is put in the recycle bin You can recover them by Undelete DTurn On Off Explanations Delete an Object Object Type Organization Object Putinto Recycle Bin Undelete Organization Contact Opportunity Undelete RAM Web Solutions Undelete Nick Morgan Undelete RWS Undelete nick Undelete Elvis Presley 100000 Units Undelete Elvis Presley 100000 Units amp The Recycle Bin page is divided into three columns Organization Contact and Opportunity Your screen will differ depending on the number and type of items you have deleted thus far in the training To undelete an
97. d FroUsthe ar Training a Register a a Limited Time Offer Now Course Free Introduction to PlanPlus Online Webinar l i er j a i Warmest Regards 5 The FlanPlus Online Team 601 4356 3460 x27020 Congratulations You have just successfully set up a new account amp Make a note of your login information Account Name User Name and Password This is the account that you will use throughout this training course The login information is case sensitive amp To access the PlanPlus Online site click on the www planplusonline com link on the current page or type www planplusonline com in the Address bar and press the Enter key Page 14 PlanPlus Online System Administration 1 Lesson 3 Completing the Setup Wizard When new users log in for the first time PlanPlus Online automatically launches the Account Setup Wizard The Account Setup Wizard allows users to configure their default settings for the application To complete the Account Setup Wizard use the following steps 1 Open the PlanPlus Online web site if necessary by entering www planplusonline com in the Address bar of your browser and pressing the Enter key PlanPlus Online displays the login page PlanPlus Online ee Learn More Services Resources Compa Support Center Online Manual Webinars ee ea FranklinCovey s CRM el epee EOT xperience the advantages PlanPlus Online can deliver Knowledge amp FAQs PlanPlus
98. d never let anything fall through the cracks without your knowledge Prior to beginning your process we recommend that you take some time and define your process on paper with the other members of your organization You can start with a high level outline and then add in your possible results action items and finally your automatic field updates much as we did in Lesson 1 The following is an example of a process that was created in the Process Builder application Step 1 Qualify The Lead Using your companys Lead Scoring System how does this clie Edit Delete Update Value SALES STAGE 02 Qualification Send Email Thank you for your interest in Widgets LLC Due In 0 Days Determine Needs Branch to Step 2 Determine Needs Dead File Branch to Step 7 Dead File Step 2 Determine Needs Determine the needs ofthe client and make a list From this li Edit Delete Update Value SALES STAGE 03 Analysis Create Task Prepare Quote Due In 0 Days Review Quote Branch to Step 3 Review Quote Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Step 3 Review Quote Review the quote with your manager and then with the client Edit Delete Update Value SALES STAGE 04 Proposal Price Quote Create Appointment Review Quote with Manager Due In 0 Days Negotiate Deal Branch to Step 4 Negotiate Deal Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Step 4 Negotiate Deal Negotiat
99. depending on the application you want to edit PlanPlus Online displays the section menu for the application you selected 3 Click on the Setup Page Layout link Page 73 7 3 PlanPlus Online System Administrator Training PlanPlus Online displays the page layout options for the application you selected Organization Contact O b Setup Dropdown Menu Options O gt Setup Contact Relationship O fj Organization Organization Detail Page Main Section Organization Detail Page Fields 1 Subtab Organization Detail Page Fields 2 Subtab Organization Detail Page Fields 3 Subtab Organization Detail Page Fields 4 Subtab Organization Detail Page Fields 5 Subtab Organization Detail Page Fields 6 Subtab Organization Detail Page Readonly View Organization Create Page Contact Contact Detail Page Main Section Contact Detail Page Fields 1 Subtab Contact Detail Page Fields 2 Subtakb Contact Detail Page Fields 3 Subtakb Contact Detail Page Fields 4 ubtak Contact Detail Page Fields 5 Subtakb Contact Detail Page Fields 6 Subtak Contact Detail Page Readonly wiew Contact Create Page amp To activate deactivate a sub tab or edit its title click on the Contact Detail Page Subtabs link amp To edit the content of a sub tab page click on the sub tab page i e Contact Detail Page Fields 1 Subtab and choose the fields you want to display on the sub tab 4 Click on the lt Application Name gt Detail Page Subtabs link
100. ding a border and a different background color to the fields These field groups help to break up pages with extensive content You must first create the field groups and then add them to application pages You can create field groups with both custom fields and default fields To create field groups use the following steps 1 J Click on the My Account tab PlanPlus Online displays the My Account page Click on the Organization Contact or Opportunity heading depending on the application you want to edit PlanPlus Online displays the section menu for the application you selected Click on the Setup Page Layout link Page 68 PlanPlus Online System Administrator Training PlanPlus Online displays the page layout options for the selected application Opportunity D amp Setup Dropdown Menu Options Jo Opportunity Opportunity Detail Page Main gt ecCior Opportunity Detail Page Subtabs Application Header Opportunity Detail Page Fields 1 Subtab Opportunity Detail Page Fields 2 Subtab Qpportunity Detail Page Fields 3 Subtab Opportunity Detail Page Fields 4 Subtab Opportunity Detail Page Fields 5 Subtab Opportunity Detail Page Fields 6 Subtab Opportunity Detail Page Readonly wiew Opportunity Create Page Sales Process Advanced Parameters Oppartuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transfer to Opportunity Communication Lo Show Opportunities in Task List Opportunity Snaps
101. displays the record numbers separated by commas in the first column amp Ifa record is new PlanPlus Online displays new record in the second column If the record is already present in the application database PlanPlus Online displays update instead Review the data to make sure the field mappings are correct When you are finished click on the Submit button PlanPlus Online begins the import process When PlanPlus Online completes the import process it displays the Import History page eo E k references User Administration Product Category Import Export Recycle Bin Welcome CEO Preferences Email Center Help search all O Import Finished Import History Type Time By Status Log Contact Import 15 May 2008 11 46 PM CEO finished log amp The Import History page shows the details of all the import sessions for the current user including the type time user name status and log Page 85 PlanPlus Online System Administrator Training Advanced Importing Options In the previous section we imported data into a single application contact information PlanPlus Online also allows you to import multiple types of data and relationships for example contacts organizations and sales team data You can also import other types of information such as tasks appointments and opportunities The following table describes the advanced import types and the minimum fields that are necessary in order to complete t
102. dress Type l Add Phone Phone x C As Primary General Phone Add Email Email C As Primary Add Note Subject Content I Batch Create Opportunity Batch Create Task 6 Select the Merge Duplicate Records check box 190 7 PlanPlus Online System Administrator Training PlanPlus Online displays the following message the Merge Duplicate Records action can not be combined with any other Multiple Update Value actions If you click on the Yes link below only the Merge Duplicate Records analysis would be carried out Continue Yes No 7 Click on the Yes link PlanPlus Online searches for duplicate Contact records and displays the results If PlanPlus Online does not locate any duplicate records it displays a screen similar to the following nn 100 No Records Found If PlanPlus Online locates duplicate records it displays a screen similar to the following 100 A Merge action consists of one Master record and one or more Duplicate record s The Duplicate records are merged into the Master record After the merge the Duplicate records will be marked as Deleted Select Contact Master Record Duplicate Records Vv m Adam Wright 1225412503 m Adam Wright 1225053152 Submit 8 If duplicate records were found review the duplicate records to make sure you want to merge them amp Ifyou do not want to merge a duplicate record clear the Select check box for
103. ds and customize the default fields within PlanPlus Online to suit the needs of your business Now you are ready to learn how to add fields to application pages In this lesson you will learn how to customize the pages within PlanPlus Online by adding or removing fields and by changing the look and feel of the pages Adding or Removing Fields from Application Pages To add or remove fields from application pages use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page Click on the Organization Contact or Opportunity heading depending on the application you want to edit PlanPlus Online displays the section menu for the application you selected Click on the Setup Page Layout link PlanPlus Online displays the page layout options for the application you selected Opportunity Setup Dropdown Menu Options fq Opportunity Opportunity Detail Page Main Section Opportunity Detail Page Subtabs Qpportunity Detail Page Fields 1 Subtab Qpportunity Detail Page Fields 2 Subtab Qpportunity Detail Page Fields 3 Subtab Opportunity Detail Page Fields 4 Subtab Opportunity Detail Page Fields 5 Subtab Opportunity Detail Page Fields 6 Subtab Opportunity Detail Page Readonly View Opportunity Create Page Sales Process Advanced Parameters Qoportuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transfer to Opportunity Communication Lo show Opportunitie
104. ds identified with a red asterisk are required 6 Enter the name you want to use to save the new role in the Key field amp The Key field is not editable Be sure the name is typed correctly before you click on the Create button 7 Enter the display name for the new role in the Display Name field amp The Display Name field is editable 8 If you want to base the new role on either the default Admin role or the default Manager role select the appropriate check box amp If you base the new role on one of the default roles PlanPlus Online applies the pages data and view access settings for that role to the new role You can then customize the new role as necessary 9 Click on the Create button PlanPlus Online creates the new role and refreshes the Setup Roles page 10 Click on the Submit button PlanPlus Online displays the Setup Roles summary page oe coe ae eo Setup Preferences User Administration Product Category nporvExport Recycle Bin search all Q Setup Roles Q Setup User Roles for your organization to assign amp control page level access and data level access to different users For the Key field please use common alphabet letters and numbers only DTurn On Off Explanations Key Display Name Access To Pages Access To Data Access To Views PPOL_AGENT Agent Edit Edit Edit PPOL ADMIN Administrator Edit Edit Edit PPOL MANAGER Manager Edit Edit Edit gast coast manager east coast manager Edit Edi
105. e Account Folow our Wizard steps to setup the application Update your company Information Organization Contact General UI Setup Organization Contact options relationships page layouts and other parameters Update Ul parameters tweak the application to suit your needs Opportunity Calendar Setup Opportunity options Sales Process page layouts and other Adjust TimeZone Appointment Options and other Calendar parameters parameters Task Setup Task Options and other parameters 2 Click on the Custom Field heading information Email server setting Help URL and Billing 7 Invite a Friend Welcome Administrator One Preferences Email Center Help Logout ERP Backend tup Products Users Accou tt lendar and other backend k meters Security Setup Roles Role Access Access Control Profiles and territory engine Snapshot Layout Setup Snapshot Layout for key entities Custom Field Setup Custom Fields for the main business entities Email Templates Configure contents for your email templates PlanPlus Online displays the Custom Field section menu i Organization em Case Task Bug User foe Project Contact P Lead amp Product Asset Address ma Opportunity Calendar g Product Category Motes amp You can create custom fields in any of the applications shown on the Custom Field section menu However some of the application
106. e information and refreshes the page Cy Cy x You can check your work by visiting the Detail page in the application To configure page layouts for any sub tabs that you choose to unhide click on the link for the sub tab page from the Setup Page Layout options menu and edit the information as necessary You can also quickly show and hide sub tabs by clicking on the arrow located at the right end of the main sub tabs located on the Detail page for any application and selecting Configure PlanPlus Online displays the Personalize Tab Sections page Detail Addresses Contacts Opportunities Activities Motes Page 75 J D PlanPlus Online System Administrator Training Unit Performance Lab Perfecting Your Skills In this performance lab you will review the material from the Custom Fields and Page _______ Layouts unit Complete the exercises and wait for the instructor to check your work 1 Create a new custom field named Quote Sent in the Opportunity application Set the Type to Yes No Checkbox Add the field to the New Custom Fields group Check the Opportunity Detail page to make sure the new field is visible 2 Delete mark as inactive the Products Interested In custom field that you created during this lesson Check the Opportunity Detail page to make sure the field is no longer visible Note The field label will still be visible until you remove it from the Field Group Page Layout 3 Create the following new
107. e main business entities a Email Templates w Configure contents for your email templates 3 Click on the Security heading PlanPlus Online displays the Security section menu Sect Roles Roles amp Views View All Users 4 Click on the Roles link PlanPlus Online displays the Setup Roles page PlanPlus Online Fri18 April 2008 Lett Setup Preferences User Administration Product Category Import Export Recycle Bin Welcome Eric Gardner Preferences Email Center Help Logout search all Q 23 Reminder amp Alert Daily Agenda 0418 08 Si Setup Roles Q Setup User Roles for your organization to assign amp control page level access and data level access to different users For the Key field please use common alphabet letters and numbers only PTurn On Off Explanations Key Display Name Access To Pages Access To Data Access To Views PPOL_AGENT _ Agent Edit PPOL ADMIN Administrator i i Edit PPOL MANAGER Manager i i Edit Add New Role 5 Click on the Add New Role button in the bottom left corner of the page Page 27 PlanPlus Online System Administrator Training PlanPlus Online displays the Setup Roles page PlanPlus Online Setup Preferences User Administration Productilategory Import Expot Recycle Bin search all G Setup Roles key Display Mame LJ Admin Role Manager Role Create amp Fiel
108. e the deal with the client and come to a final agreement Edit Delete Update Value SALES_STAGE 05 Negotiation Create Task Send Approved Contract to Client Due In 0 Days Review Quote Branch to Step 3 Review Quote Contract Signed Branch to Step 5 Contract Signed Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Step 5 Contract Signed Signatures received and wiring instructions sent to client Edit Delete Update Value SALES STAGE 06 Review Create Task Send Wiring Instructions To Client Due In 0 Days Receive Monies Branch to Step 6 Receive Monies Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Step 6 Receive Monies Confirm money transfer deposit Edit Delete Due In 0 Days On Hold Branch to Step 8 On Hold Closed Won Branch to Step 9 Closed Won Step 7 Dead File Clientis no longer interested and has chosen to work with anoth Edit Delete Update Value SALES STAGE 08 Closed Lost No Due Date Final Step Step 8 OnHold Clienthas requested some time to make a decision and move forw Edit Delete Due In 0 Days Determine Needs Branch to Step 2 Determine Needs Review Quote Branch to Step 3 Review Quote Negotiate Deal Branch to Step 4 Negotiate Deal Contract Signed Branch to Step 5 Contract Signed Receive Monies Branch to Step 6 Receive Monies Dead File Branch to Step 7 Dead File Step 9 Closed Won Attach the signed contract and quote to
109. ed Public amp Print Report Export CSV File O Contacts Public amp Print Report Export CSV File O All Contacts Public amp Private Global amp Print Report Export CSV File O Private Contacts Global amp Print Report Export CSV File Public Contacts Global amp Print Report Export CSV File Update Default Create New View Report 6 Inthe Search Criteria section choose the information that you would like to display in the view amp The This view is based on options allow you to filter your view by selecting one of the radio buttons next to the listed filters The following table describes the search operators that are available for many of the fields in the Search Criteria section OEE Finds data that matches the character string exactly Finds data that does not match the character string Contains Finds data that contains the character string Unlike the Equals operator the Contains operator does not require an exact match Does Not Finds data that does not contain the character string Contain Finds data that begins with the character string Finds data that ends with the character string Page 169 PlanPlus Online System Administrator Training C This symbol represents the Equals operator This symbol represents the Not Equals operator Finds numeric data that is greater than the criteria value gt Finds numeric data that is greater than or equal to the criteria value ee Finds
110. elds for the contact organization opportunity or calendar entry Attach Sales Allows you to attach a sales process to an opportunity or a Process group of opportunities in the search results Mark for Sync Allows you to specify that you want to include the contact in synchronizations with Microsoft Outlook By default PlanPlus Online includes only your private contacts in an Outlook synchronization Mail amp Print Allows you to select a template and send an email to the selected contact s organization s or opportunities You can also print hard copies of templates for mailing Delete Allows you to delete a contact organization opportunity or calendar entry from the database Convert To This is a future feature Coming soon Timesheet Create a New Entity CSV Select Allows you to Select the columns to view and export in your Columns For CSV file View amp Some of these options are only available for certain types of entities To edit an entity select the check box in front of the entity and click on the appropriate button You can update more than one entity at a time by selecting the check box for each entity you want to update Page 121 PlanPlus Online System Administrator Training amp To access a saved search click on Advanced Search and then click on the Saved Searches tab PlanPlus Online displays all of the searches you have saved To rerun a saved search click on its link and then click on the Se
111. elect the check boxes for all of the columns you want to display in the report amp If you would like to use the same columns as the view select the Use View Columns check box 171 PlanPlus Online System Administrator Training 10 In the Save As section do one of the following gt Click on the Personal button to save the view report for your use only gt Click on the Public button to save the view report and make it available to everyone in your organization who has access to its data PlanPlus Online saves the view report and refreshes the View Report Definition page displaying the following links at the top right corner of the page See this view B View this report amp You can click on the See this view link to open the view for your review amp You can click on the View this report link to open a copy of the report for your review Editing Views and Reports To edit a view or report use the following steps 1 3 From the Views Reports page click on the link for the report you want to edit from the Edit Details column in the Custom Reports area PlanPlus Online displays the View Report Definition page for the report you selected Edit the details of the view report as necessary When you have finished editing the report click on either the Personal or Public button in the Save As section to save your changes PlanPlus Online saves the view report and refreshes the View Report Definition page
112. er is started This option automatically synchronizes your data when you start your computer Synchronize Manually This option requires you to manually synchronize your data Page 106 PlanPlus Online System Administrator Training Unit 5 Email Templates Advanced Search and Lists Unit Objectives e Create plain text and HTML email templates e Use the Advanced Search function to find data e Create Contact Lists 107 PlanPlus Online System Administrator Training Lesson 1 Email Templates An Email Template is a saved email message that you can easily send to individuals or groups of people For example if you routinely send messages to your clients to thank them for their business you can create a generic template with your message so that you don t have to recreate it each time Email templates can contain merge fields which allow you to insert the contents of any field including custom fields created by you into your message for example the first name of a contact or the name of an organization Merge fields allow you to repurpose the templates for multiple users Using email templates you can quickly execute mail merges and send messages to groups of people on a regular basis Once you create an email template you can access it from various locations in the application including the Email Center My Account tab Lists Advanced Search etc This lesson will show you how to create and edit email templat
113. erge your duplicate Contact records 10 Create a Calendar appointment category named Vacation and use the Hex Code OOBBOO 0 ZERO What color is it 11 Create an appointment using the Vacation category for next Thursday at 4pm and name it Disneyland Make sure the color is the same as the Hex Code you inserted Applying Your Knowledge Page 196 PlanPlus Online System Administrator Training Which merge field codes are required when using the Lead Boomerang Assigned and Due email notifications How many people in your organization can create and maintain an External Page As a PlanPlus Online user what are the three types of records you can recall from the Recycle Bin This may change depending on the version of PlanPlus Online you are using With which type of records are you able to merge duplicates How many appointment categories are you allowed to display on the Category drop down menu 197 198 PlanPlus Online System Administrator Training Performance Lab Answers The instructor will review all answers with you Applying Your Knowledge 1 The only required merge field is the PROCSTEP_EXT_URL For Company User Only Process Step External Access URL field This merge field adds a link to the process to the email notification 2 All users can create an External Page 3 The three types of records you can recall from the Recycle Bin are e Contacts e Organizations e Opportunities 4 C
114. es Creating Email Templates To create an email template use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page e PlanPlus Online Ee ee Opportunity Invite a Friend Setup Preferences User Administration Product Categor ImportExport Recycle Bin Welcome CEO Preferences Email Center Help Logout search all O Company Setup Setup Wizard Account Profile Manage Account ERP Backend Follow our Wizard steps to setup the application Update your company information Email server setting Help URL and Billing Setup Products Users Accounting Calendar and other backend parameters Information Organization Contact Security Setup Organization Contact options relationships page layouts and other General UI Setup Roles Role Access Access Control Profiles and territory engine parameters Update Ul parameters tweak the application to suit your needs Snapshot Layout Opportunity Calendar Setup Snapshot Layout for key entities Setup Opportunity options Sales Process page layouts and other parameters Adjust TimeZone Appointment Options and other Calendar parameters Custom Field Task Setup Custom Fields for the main business entities Setup Task Options and other parameters Email Templates Configure contents for your email templates 2 Click on the Email Templates heading PlanPlus Online displays the Email Templates section menu
115. es of default fields You can customize the field labels which are the names PlanPlus Online uses to identify the fields on the application pages for default fields to better suit the needs of your business For example you could change the Label for the default field URL to Web Site or Email to Email Address You can also change the options on the default drop down menus as necessary s The most commonly edited default field is the drop down menu for the Classification field in the Contact application This field will almost undoubtedly change for each organization Editing Default Fields Although you cannot delete default fields entirely you can remove them from application pages and change the field label To edit default fields you must access the page layout options for the application Page layouts determine which fields display on a page To edit default fields use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on the Organization Contact or Opportunity heading depending on the application you want to edit PlanPlus Online displays the section menu for the application you selected The following is the section menu for the Opportunity application Setup Dropdown Menu Options setup Page Layout sales Process Advanced Parameters Qpportuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transterto Opportunity Communication Lo sho
116. ess Builder application add the action items for steps 1 9 of the Widgets LLC Sales Process Page 156 PlanPlus Online System Administrator Training Applying Your Knowledge 1 What are the different types of action items 2 What does the Due In field represent in a process step 3 What might be the problem if your process is not in the list of available processes to attach to an opportunity 4 How would you branch from a step in Process A to a step in Process B Page 157 157 PlanPlus Online System Administrator Training Performance Lab Answers When you are finished your Widgets LLC Sales Process Edit Process page should look like the following Step 1 Qualify The Lead Using your company s Lead Scoring System how does this clie Edit Delete Update Value SALES STAGE 02 Qualification Send Email Thank you for your interest in Widgets LLC Due In 0 Days Determine Needs Branch to Step 2 Determine Needs Dead File Branch to Step 7 Dead File Step 2 Determine Needs Determine the needs of the client and make a list From this li Edit Delete Update Value SALES_STAGE 03 Analysis Create Task Prepare Quote Due In 0 Days Review Quote Branch to Step 3 Review Quote Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold j Step 3 Review Quote Review the quote with your manager and then with the client Update Value SALES_STAGE 04 Proposal Price Quote Create Appointment R
117. est Level Products Interested In Win Probability and Forecasted Close Date The following is an example of a process with automatically updated fields WIDGETS LLC SALES PROCESS Step 1 Qualify the Lead Action Update Field Value Sales Stage Qualification Action Automatic Thank You Email to Client Possible Result Determine Needs Step 2 Possible Result Dead File Step 7 Step 2 Determine Needs Action Update Field Value Sales Stage Analysis Action Task Prepare Quote Possible Result Review Quote Step 3 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Step 3 Review Quote Action Update Field Value Sales Stage Proposal PQ Action Appointment Review Quote with Manager Possible Result Negotiate Deal Step 4 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Step 4 Negotiate Deal Action Update Field Value Sales Stage Negotiation Action Task Send Contract to Client Possible Result Review Quote Step 3 133 134 PlanPlus Online System Administrator Training Page 134 Step 5 Step 6 Step 7 Step 8 Step 9 Possible Result Contract Signed Step 5 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Contract Signed Action Update Field Value Sales Stage Review Action Task Send Wiring Instructions Possible Result Receive Monies Step 6 Possible Result Dead File Step 7 Possible Result
118. etails details details details details details The pencil icon appears to the right of the filters when filters are active Page 162 PlanPlus Online System Administrator Training amp To use the filters to find a specific set of data make a selection from one of the filter drop down menus When you make a selection PlanPlus Online automatically applies the filter and refreshes the page to display the data matching the criteria you selected amp You can apply more than one filter at once For example you can apply a Team Lead filter and then apply an Address State filter to display every contact with a certain team lead in a certain location amp If necessary select a new view that further narrows your information prior to using the filters Hiding Filters To hide any of the filters you have added to the Organization Contact and Opportunity applications use the following steps 1 Click on the Contact Organization or Opportunity tab PlanPlus Online displays the Home page for the application you selected 2 Click on the pencil icon located to the right of the filters PlanPlus Online displays the Personalize Filter page Setup For company wide Setup Show Filter Default Classification Al Team Member Ed Team Lead p3 Created By Last Updated By m Address State AI m Disallow user level customization Submit 3 Clear the check boxes for any of the filters that you would like to
119. eview Quote with Manager Due In 0 Days Negotiate Deal Branch to Step 4 Negotiate Deal Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Step 4 Negotiate Deal Negotiate the deal with the client and come to a final agreement Update Value SALES STAGE 05 Negotiation Create Task Send Approved Contract to Client g g Due In 0 Days Review Quote Branch to Step 3 Review Quote Contract Signed Branch to Step 5 Contract Signed Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Step 5 Contract Signed Signatures received and wiring instructions sent to client Edit Delete Update Value SALES STAGE 06 Review Create Task Send Wiring instructions To Client Due In 0 Days Receive Monies Branch to Step 6 Receive Monies Dead File Branch to Step 7 Dead File On Hold Branch to Step 8 On Hold Step 6 Receive Monies Confirm money transfer deposit Edit Delete Due In 0 Days On Hold Branch to Step 8 On Hold Closed Won Branch to Step 9 Closed Won Step 7 Dead File Clientis no longer interested and has chosen to work with anoth Edit Delete Update Value SALES_STAGE 08 Closed Lost No Due Date Final Step Step 8 On Hold Client has requested some time to make a decision and move forw Edit Delete Due In 0 Days Determine Needs Branch to Step 2 Determine Needs Review Quote Branch to Step 3 Review Quote Negotiate Deal Branch to Step 4 Negotiate Deal Con
120. ext at the bottom left hand corner of the page PlanPlus Online saves your changes to the Manage License tab and displays the User Management tab of the Subscription amp User Setup wizard Page 34 PlanPlus Online System Administrator Training Creating a New User To create a new user use the following steps 1 From the User Management page of the Subscription amp User Setup wizard click on Create New on the left side of the page Organization Contact Opportunity Calendar My Account Setup Preferences User Administration Producticeategory ImportvExport Recycle Bin search all 0 2 User Management E E Subscription amp User Setup User Management User Management Click Create Mew to create a new user To manage an existing user licenses amp Roles click on the users name in the list Create New O Search Usemame First Name Last Name Display Name Admini Administrator one Administrator One Click on iate headers ta Next D Click here to create a new user amp To access the User Management tab of the Subscription amp User Setup wizard click on the Account Profile Manage Account heading from the My Account tab click on Licenses amp Users and click on the User Management tab PlanPlus Online displays the Create User page Create User FirstName ss Display Name fF Email Address 000 Tite ss LastName 000000 User Name O00000 Phone Number
121. f your business Consider the data storage needs of your business compared to other businesses Most businesses will want to store some similar information as well as information that is unique to that business For example consider the different data storage needs of a doctor and a high school basketball coach The doctor would want to keep track of your height weight blood pressure blood type last physical exam date surgery information etc The basketball coach might also want to track your height and weight but he would also be interested in things such as your 40 yard dash time and vertical leap ability PlanPlus Online gives you the ability to create custom fields to track the information that is important to you from anywhere in the world As the PlanPlus Online administrator you can determine whether your users have access to the custom fields and page layout portions of the application You can also customize page layouts for each individual user As a result not all of the users in your organization have to view the same fields Custom Field Types When you create a custom field you must base the field on a field type A field type determines the type of information that will be stored in the field and how the field appears to the user For example some fields store textual information and others numeric information You may want the user to be able to type the information in the field or you might want them to select the informatio
122. features that are incompatible with CSV format Click on the Yes button if you receive the message Page 81 PlanPlus Online System Administrator Training Lesson 2 Importing Data Into PlanPlus Online Once you have created a CSV file you are ready to import the data into PlanPlus Online If the data contains fields that are not included in PlanPlus Online by default you should create the necessary custom fields and map them to the desired location prior to beginning the import process Refer to Unit 3 for more information on custom fields Performing a Basic Import A basic import is when you import a group of contacts or organizations without any relationships to other contacts organizations etc To perform a basic import use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Inthe Sub Menu click on Import Export PlanPlus Online Organization Contact Opportunity Calendar Setup Preferences User Administration Product Categary ImporveEsport f Recycle Bin PlanPlus Online displays the Data Import Export page PlanPlus Online oe oe cortea eo Y caera Setup Preferences User Administration ProductiCategory ImportExport Recycle Bin search all Q Data Import Export Import Click on the following links to import your records in CS format If you have your organization and contact data in a single file please Organization
123. g data for more than one application at a time PlanPlus Online displays the application name before each field name in the Map To drop down menu Make sure you select the correct application and the correct field For example if you are mapping to the Contact First Name field you would select Contact First Name from the Map To drop down menu amp You can save these field mappings to make importing in the future easier by entering a name for the mapping session in the Save Mappings field This option is helpful if you plan to import similar data in the future 12 When you are finished mapping the fields click on the Submit button Page 90 13 14 PlanPlus Online System Administrator Training PlanPlus Online displays the Import Wizard Confirm to Import Data page 0 1 6 10 19 24 30 35 43 2 8 33 46 NOM PON CO 8 917 10 11 12 13 14 15 16 18 19 20 241 22 23 24 Brandon Dennis Troy Weeks Daniela Camacho Brian Mcray Adam Wright Patrick Shannon Byron Hollowell Jason Vvheeler Brenda Rivas Kevin Oconnell Richard Pedersen John Bradway Steven Martinez Mark Matchett Gerald Willcox Charles Simmons Rick Black Kevin Oconnell Linda Medlin Leanora Mims Kurt Maddox Tom Pisor Cassandra Koziol Victoria Garriett Lampkin Shane Holdernesse new record new record new record new record new record new record new record new record new record new record new record new record
124. g for the webinar After you have joined the meeting GoToMeeting displays the following menu Click here to minimize the menu and the presenter s screen To reopen the presenter s screen and the menu click on the GoToMeeting logo in the Windows Taskbar Ba SoToMecting Click here to minimize the menu so it appears like this To reopen the menu click on the arrow again Type message here Meeting ID 602 990 613 702 824 9510 access 1 Throughout the training you will need to have another browser window open so you can work inside the PlanPlus Online application To do this click on the Windows Start menu and open a new browser window Page 9 PlanPlus Online System Administration 1 2 Type www planplusonline com in the Address bar and press the Enter key amp To toggle between the two applications GoToMeeting and PlanPlus Online click on the application in the Windows Taskbar or press the Alt Tab keys 3 To make the training a hands on experience the GoToMeeting presenter might occasionally choose to make you the presenter When this happens GoToMeeting displays the following pop up window on your screen as o You have been made the Presenter Please close confidential windows when ready Show My Screen Mot ready Click close in top right corner 4 Once you have closed any confidential applications click on the Show My Screen button and GoToMeeting will
125. g in to PlanPlus Online The Lead Boomerang system then updates specific field values in your organization s PlanPlus Online application The following is an example of a Lead Boomerang notification email message Dear Tiger Woods Please be advised that the following process step has been assigned to you Please update this process step if necessary http f m planplusonlines com ozExtOPs isptole27I4395 1 4947 008t a XATHOOOs Thank you for your assistance Sincerely Link to a nick2 update This ail has been sent to you automatically by PlanPlus Online because your email process notification system for processes is currently enabled To turn off your email notification system have your administrater refer to Unit amp Advanced Features of the Administrative step Training Manual For further help cantact our support line by visiting wed planplusonline con support Please update your work flow process below To configure your Lead Boomerang settings use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on the Opportunity heading PlanPlus Online displays the Opportunity section menu Setup Dropdown Menu Options cetup Page Layout sales Process Advanced Parameters Opportuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transfer to Opportunity Communication Lo show Opportunities in Task List Opportunity Snap
126. give them access to the CEO s calendar their opposing manager s calendar or each other s calendar East Coast Team Administrator CEO Michael Jordan Tiger Woods West Coast Team Administrator CEO Babe Ruth Serena Williams Management Team Administrator CEO Babe Ruth Michael Jordan 4 Create a calendar view for the Entire Company the East Coast Team and the West Coast Team and include the necessary members 5 Create a recurring appointment that lasts for 20 weeks Schedule it for the Entire Company Set it for Wednesdays at 9am and label it Company Meeting Mandatory Invite all employees Create three more recurring appointments that run for 20 weeks using the information provided below Team Day Time Name of Meeting East Coast Team Monday 10 AM Stand Up Meeting West Coast Team Tuesday 3PM Sales Meeting Management Team Thursday Noon Lunch and Learn Page 49 4 9 PlanPlus Online System Administrator Training amp When you are finished with the exercises raise your hand and wait for the instructor to review your work Applying Your Knowledge 1 What three things must you do in order to give a new employee access to PlanPlus Online 2 What is the difference between access sharing and data access 3 What is the easiest way to configure access sharing for your entire company 4 How many users are you allowed to create in PlanPlus Online 5 How many default roles are there in PlanPlus Online and what
127. he import Import Type Usewhen Columns Needed Data Org Contact Importing contacts and Organization Name Contact First Sales Team organizations that are linked toa Name and Last Name sales team Org Contact Importing relationships between Organization Name Contact First Relationship contacts and organizations Name and Last Name Sales Team Importing Sales Team Records Team Member and one of the following fields Organization Name Contact First Last Name Opportunity Name Opportunity Importing opportunities Opportunity Name Customer Organization or Contact Customer Importing customers that are Opportunity Name and either Opportunity linked to opportunities and sales Contact First Name and Last Sales Team teams Name or Organization Name Appointment Importing Appointment Appointment Name and Start information Date Importing Product information Product Name and Product Category Key Importing Bugs Bug Name and Note Page 86 PlanPlus Online System Administrator Training amp Ifthe data you are importing contains fields that are not included in PlanPlus Online by default you should create the necessary custom fields before beginning the import process Refer to Unit 3 for more information on custom fields To import data using advanced options use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page PlanPlus Online Organization Contact Opportuni
128. hot Layout t GF 4 Click on the Header link for the application where you would like to create a field group PlanPlus Online displays the Page Layout Editor page for the selected application Detail Edit Mode Main Section Detail Fields 1 Detail Fields 2 Detail Fields 3 Company Wide Edit Edit Role Executive Role West Coast Manager Role East Coast Manager Role Administrator l tl tl tei el el el t Role Agent T Role Manager CI Disallow user level layout customization Submit Advanced Setup Manage Field Section Group Create New Advanced Setup External Portal Layout Profile You can add multiple External Portal Layout Profiles to create different views for your portal customers Profile Name Create New Advanced Setup Icon Buttons You can customize which icon buttons to display View Edit Email Action Repeating Delete Submit 5 Click on the Create New button inside the Advanced Setup Manage Field Section Group box Page 69 70 PlanPlus Online System Administrator Training PlanPlus Online displays the Manage Field Section Group page for the selected application Page Layout Editor Opportunity Fields Manage Field Section Group Description Section Header Background Color Column 1 Column Mode v Minimize C Column 1 Column 2 Column 3 Field bd i Field v ri Field
129. i Organization A Contact fa Opportunity Case c Support Fortal P Lead Appointment 2 Task 5 Bug gh CustomenvArR g Quote fe Project amp You create email templates from within the application where you want to use them For example if you want to send an email out to a group of contacts you would create the template in the Contact application Page 108 PlanPlus Online System Administrator Training 9 Some of the options on the Email Templates section menu apply only to the PlanPlus Online Business edition These options will not work if you are not using the Business edition 3 Click on the link for the application where you want to create the email template PlanPlus Online displays the Email Templates page for the selected application Home Weekly Planning Reports Dashboard search all Q Email Templates Q You can customize Emaii Tempiates sent to your clients and to your internal users Turn On Off Explanations Contact Z Please update your billing info Generic Contact Tmplate please customize Contact Generic Template 2 Generic Contact Tmplate please customize Contact Generic Template 3 Generic Contact Tmplate please customize Contact Generic Template 4 Generic Contact Tmplate please customize Contact Generic Template 5 Generic Contact Tmplate please customize Contact Generic Template 6 Generic Contact Tmplate please customize Contact Generic Template 7 Generic Contact
130. ication you were editing amp PlanPlus Online automatically redirects you to the Home page for the selected application to allow you to review the changes you made to the page Page 63 64 PlanPlus Online System Administrator Training Editing Default Drop Down Menus PlanPlus Online often provides you with drop down menus to make creating new contacts organizations and opportunities easier and more consistent for example the Business Line drop down menu located on the Create Organization page Instead of typing an entry in a drop down field you select from a list of pre defined options You can edit the items that PlanPlus Online displays on the default drop down menus to better suit your business You may want to delete options add new options or rename options To edit the default drop down menus use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on the Organization Contact or Opportunity heading depending on the application you want to edit PlanPlus Online displays the section menu for the application you selected The following is the section menu for the Organization Contact applications Setup Dropdown Menu Options D Setup Contact Relationship O Setup Fage Layout Advanced Farameters Organization Advanced Parameters Contact Organization snapshot Layout Contact snapshot Layout Phone SkypersiPilaiahlothers Sync Parameters show Co
131. ick on the Edit link for the Entity field PlanPlus Online displays the Setup Custom Fields page Setup Custom Fields OPPORTUNITY Referred By G For a Custom Field of type Entity you can specify a Published Quenthat you have defined using the Published Quen iw submit Feturn to Custom Field Setup amp Inthe PlanPlus Online Sales and PlanPlus Online Basic editions you cannot create queries and therefore cannot make customizations to entity fields If you are a Business edition user you can choose a query from the drop down menu 2 Click on the Return to Custom Field Setup button PlanPlus Online displays the Setup Custom Fields page amp When you add an Entity field to an application page you will be able to choose from a drop down menu containing all of your contacts users or organizations depending on the type of Entity field you created amp At this point you have only created the Entity custom field The next step is to configure the page layouts to include the new field Page layouts are covered in Lesson 3 of this unit Page 59 9 PlanPlus Online System Administrator Training Deleting a Custom Field If you no longer want to use a custom field you can make the field inactive and it will no longer show up on any page layouts To delete a custom field use the following steps 1 From the Setup Custom Fields page for the application containing the custom field select the Inactive check box
132. ick on the Global List managed by everyone option if this is a list for all users that can be managed by anyone 6 Click on the Create button PlanPlus Online displays the Contact List page Contact List List Name Serena Organizations C Delete Add Muttiple Contacts Serena Organizations current opportunity Search List Description Update Definition Export CS File List Entries Name Phone Email Delete For Selected Entities Add Remove Team Member Batch Assign Update Value Mark For Syne Mail amp Print 7 To add contacts to your list click on the Search button for the Add Multiple Contacts field PlanPlus Online displays a list of your contacts 8 Select the check box before the name of each contact you want to add to the Contact List 9 When you are finished scroll to the bottom of the list and click on the Add button PlanPlus Online adds the contacts you selected to your Contact List Page 124 PlanPlus Online System Administrator Training amp You can also add contacts to a list by running an advanced search selecting the check box in the top left corner of the Search Result and clicking on the Add To List button at the bottom of the page The Add To List button will only appear if you have previously created a Contact List amp The Contact List page contains the following option buttons Update Updates any changes you have made to the Contact List page Definition
133. ighn coldmail com C 1225053179 E adrian fettke 3300 Morgan Circle Weeks AL 19541 360 500 0510 fettkes coldmail com m 1225053178 E Trevor Riley le 6100 Morgan Circle Brune CA 22484 860 917 5914 triley coldmail com Oo 1225053177 f Dwan Ashford fe 3000 Subblette Avenue Jones LA 13655 480 229 3072 dw idmail com C 1225053176 Patricia Brune 3300 Morgan Circle Weeks AL 19541 801 440 5160 patbruneS8 coldmail com O 1225053175 amp James Winters i 5800 Appleton Avenue Molina HI 12184 469 226 3734 _iwseekina coldmail com Oo 1225053174 f Megan Nielsen 5700 Morgan Place Chiang GA 13655 626 329 5889 neilsen megan coldmail com lick on italic headers to sort 1 200f47 E z For Selected Entities Add Remove Team Member Batch Assign Update Value MarkFor Sync AddTo List mail amp Print Delete v Page 189 PlanPlus Online System Administrator Training 4 Select all of the Contacts by first left clicking on the check box in the top left corner and then right clicking on the same check box This will select all records on the subsequent pages 5 Click on the Update Value button PlanPlus Online displays the Update Value page l Update Value Update with value Update Value Advanced Update with value Add Address Main Address d Address Line 1 a Address Line 2 i ewoo State O Postal Code sis County United States Ad
134. igned Signatures received and wiring instructions sent to client Edit Delete Due In 0 Days Step 6 Receive Monies Confirm money transferfdeposit Edit Delete Due In 0 Days Step 7 Dead File Clientis no longer interested and has chosen to work with anoth Edit Delete Due In 0 Days Step 8 On Hold Client has requested some time to make a decision and move forw Edit Delete Due In 0 Days Step 9 Closed Won Attach the signed contract and quote to the electronic file and Edit Delete Due In 0 Days Page 144 PlanPlus Online System Administrator Training Adding Possible Results to a Process When you have finished building your process steps you can begin adding your possible results To add possible results to a process step use the following steps 1 Click on the Edit link for the step for which you want to add a possible result PlanPlus Online displays the Edit Process Step page Process Widgets LLC Sales Process Step 1 Qualify The Lead Start Immediate Name Qualify the Lead f Description Due In v Time Display Sequence C Delete Assign To Login User who is advancing the process v Optional Edit Field Group v Actions Type Parameter Parameter Value Delete Oo lt IES S S INS INS Results Result Description Branch To Sequence v fo 0 0 0 Optional Auto Advance Submit 2 Locate and click on the first empty Result
135. in front of each entry PlanPlus Online will sort the entries in numerical order Page 57 5 J PlanPlus Online System Administrator Training amp If you want to define more options for the drop down menu than there are Value fields fill in all of the available fields and click on the Submit button When PlanPlus Online refreshes the page it will add five more fields to the page 4 Click on the Return to Custom Field Setup button when you are finished defining values for the field PlanPlus Online displays the Setup Custom Fields page amp At this point you have only created the Character String custom field and defined the values for the drop down menu The next step is to configure the page layouts to include the new field Page layouts will be covered in Lesson 3 of this Unit Multiple String Values In a Multiple String Values field you are able to select more than one option from the drop down menu You must edit the field to specify the values for the drop down menu To edit a Multiple String Values field use the following steps 1 Click on the Edit link for the Multiple String Values field PlanPlus Online displays the Setup Custom Fields page Setup Custom Fields OPPORTUNITY Products Interested In Q expl_custom_field_muttivalue Turn On Off Explanations Value Inactive 0000 0 Submit Return to Custom Field Setup 2 Enter the options for the drop down menu in the Value fields 3
136. ion of PlanPlus Online click on the Default Login Application drop down menu and click on the default application for the user 12 Click on the Submit button PlanPlus Online creates the new user and returns to the User Management page sate mun paenan trun prowisgestccom adn Your Babe Ruth Babe Ruth bruth br widgetsllc com Admin You bruth Manager Serena Tiger Woods Woods twoods tw widgetsllc com Jordan twoods Agent tance amsvone amore armstron wowideestccam admin tou rmstong adminsttor Lance Armstrong Armstrong larmstrong la widgetsllc com Admin You larmstrong Administrator amp Your User Management page should contain six users when you are finished Editing a User Page 37 PlanPlus Online System Administrator Training To edit a user use the following steps 1 From the User Management page of the Subscription amp User Setup Wizard click on the link for the user you want to edit amp To access the User Management page click on the Account Profile Manage Account heading on the My Account tab click on Licenses amp Users and click on the User Management tab Setup Preferences User Administration Product Category Import Export Rec ycle Bin Welcome Administrator Preferences search all O Subscription amp User Setup 2 User Management User Management User Management Click Create New to create a new user To manage an existing user licenses amp Roles
137. ions dialog box lists the types of data you can synchronize If you don t want to synchronize a particular type of data clear its check box 18 Choose the types of data you want to transfer and click on OK CompanionLink returns to the Contact Manager Settings dialog box 19 Click on Next CompanionLink displays the Auto Synchronization dialog box Select the times you want to automatically update your data Auto Synchronization 6 Synchronize once each day at 07 6 Synchronize every 1 O Synchronize when the computer is started Synchronize Manually 101 PlanPlus Online System Administrator Training amp The Auto Synchronization dialog box allows you to schedule an automatic synchronization for a particular time of day You can also choose to synchronize manually s Until you are comfortable with the process we suggest manual synchronization 20 Select the synchronization setting you want and click on Next CompanionLink displays the following dialog box You are now ready to synchronize your Outlook data with PlanPlus Online To Synchronize please be sure that your intemet connection is active Then click on the Synchronize button in CompanionLink 21 Click on Finish CompanionLink displays the CompanionLink for PlanPlus Online window File Options Help PlanPlus Online Settings O O 102 PlanPlus Online System Administrator Training amp You are now ready
138. is client rank k aoe Could you be more productive with someone else Description Due In 0 Days v Time Display Sequence C Delete Assign To Login User who is advancing the process v Optional Edit Field Group v Actions Parameter Parameter Value Delete Results Result Description Branch To Sequence Delete Determine Needs Step 2 Determine Needs y SSS 0 Dead File Step 7 Dead File 2 O yooo ly Doo ly eooo i yooo yooo Sr Optional Auto Advance alin C Days Submit 2 Click on the drop down menu for the first empty Type field in the Actions section PlanPlus Online displays the Action Type drop down menu Actions Type Parameter Parameter Value Delete Update Field walte Create Appointment Task tote send Email Update Field Creates an action item that automatically updates the Value value in a particular field when the process is advanced For example you can change the Sales Stage from Pending to Closed when monies have been received Create Creates an action item that automatically creates an Appointment Appointment Task or Note when the process is Task Note advanced For example you can add a task to the Salesperson s task list directing him or her to create a quote Page 148 PlanPlus Online System Administrator Training Option Description Creates an action item that automatically sends an email when the process is advanced For example you ca
139. k on the Submit button PlanPlus Online displays the Page Layout Editor page and displays the new field group in the Advanced Setup box Record Updated Succesfully fa Page Layout Editor Opportunity Page Gi Here is a summary of your Page amp Field Layont configurations Click on a link to create a new layout or click on a I Layouts PIurn Omoti Explanations Detail Edit Mode Main Section Detail Fields 1 Detail Fields 2 Company Wide Edit Edit Role Executive 4 Role West Coast Manager Role East Coast Manager Role Agent F Role Administrator Role Manager F Cl Disallow user level layout customization Submit Advanced Setup Manage Field Section Group Mew Custom Fields Create New in New Field Group Adding Field Groups to Application Pages Now that you have created the field group you can add it to a page within the application in which you created it To add a field group to an application page use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on the Organization Contact or Opportunity heading depending on the application you want to edit PlanPlus Online displays the section menu for the application you selected 3 Click on the Setup Page Layout link PlanPlus Online displays the page layout options for the selected application 4 Click on the page that you want to edit Page 71 J 1 P
140. ks with a different color border so you can easily differentiate them In addition it displays a color key showing you the color assigned to each person included in the calendar overlay EJ Administrator V E Babe Ruth m m ceo W E Michael Jordan amp Ifyou want to remove a user from the calendar overlay clear the check box before his her name Page 48 PlanPlus Online System Administrator Training Unit Performance Lab Perfecting Your Skills In this performance lab you will review the material from the Users and Roles unit Complete the exercises and wait for the instructor to check your work 1 Create a new role named Executive and set the privileges to match those of the Admin role Set the data access for the Executive Role to Inherit Assign the CEO and the Administrator the Executive Role Set the Default Role for the CEO to Executive 2 Edit the Access Settings for the PPOL Agent role in the following manner Ensure that the Import Export page cannot be accessed Set the Default Views to All Contacts All Customers and All Opportunities Updateable Note Enable the views prior to setting them as the Default Views Set the data access to Read Own Write Own for each of the applications 3 Create a user group named Entire Company and include all of the users Configure calendar sharing for the Entire Company group Give everyone unlimited access with the exception of Serena Williams and Tiger Woods Do not
141. l com 3200 James Way Dennis New York 21013 details City State 5 Diana Alvarado 27833843044 dianakp coldmail com 7000 Appleton Drive Gambarana Louisiana 13655 details Postal Code 5 Dwan Ashford 480 229 3072 dwan2006 coldmail com 3000 Subblette Avenue Jones Louisiana 13655 details 2 Click on the pencil icon located on the right side of the header area The pencil icon either appears to the right of or below the A Z tabs Page 161 PlanPlus Online System Administrator Training PlanPlus Online displays the Personalize Filter page Personalize Filter Setup For CompanyVwide Setup Show Filter __Defautt classification Al x O Team Member E Team Leag E Created By E Last Updated By i C address State All Disallow user level customization amp We recommend that you keep the Setup For field set to Company Wide Setup so that all users see a consistent set of filters 3 Select the check boxes in the Show column corresponding to the filters you want to display and click on Submit PlanPlus Online saves the changes and refreshes the page amp The Disallow user level customization check box determines whether individual users will be able to edit their filter settings 4 Click on the tab of the application whose filters you were editing PlanPlus Online displays the active filters on the application Home page Filters Contact Name Adam Wright E
142. la E Adam Wright 772 463 7400 aw0617 coldmail com 3400 Appleton Drive Camacho California 18070 details Job Title adrian fettke 360 500 0510 fettkes coldmail com 3300 Morgan Circle Weeks Alabama 19541 details First Name Mil E3 Alan Eidinger 801 111 1111 alan coldmail com 6900 Morgan Place Wilkins New York 21013 details LastName N E Brandon Dennis 704 880 8617 bmdennis coldmail com 3000 Subblette Avenue Jones Louisiana 13655 details C Private Contact E Brenda Rivas 570 374 2814 brendarivas coldmail com 3200 James Way Dennis New York 21013 details lassifical x E Brian McRay 662 893 1344 info coldmail com 3300 Morgan Circle Weeks Alabama 19541 details Business Phone E Byron Hollowell 713 247 9489 hollowell coldmail com 3000 Subblette Avenue Jones Louisiana 13655 details Mobile Phone Bus f Cassandra Koziol 502 759 6042 fairiprincez coldmail com 3300 Morgan Circle Weeks Alabama 19541 details Home Phone E charles simmons 615 477 0111 clsenergy1 coldmail com 4500 Morgan Avenue Matchett Delaware 16595 details Emait E3 CINDY STEDMAN 517 488 9361 persaypsy coldmail com 7200 Carson Street Alvarado New York 21013 details Web Page 53 Claris Molina 678 925 7348 claris molina coldmail com 5600 James Drive Holdernesse Florida 15127 details Address Lin 1 Address Lin 2 Daniela Camacho 318 990 9943 daniela coldmai
143. lanPlus Online System Administrator Training PlanPlus Online displays the Page Layout Editor page for the page you selected a Page Layout Editor Opportunity Fields Detail Edit Mode Main Section Q Here you can setup your entity page s Field Layout You can choose to display 2 Columns or 3 Columns of fields of your choice For each field including custom fields you can specify your own label and positio Setup For Myself v 2 Column Mode w Column 1 Column 2 Field Opportunity Name v Field Opportunity v Label Opportunity Name Optional Color Label Opportunity Optional Color Field Customer v Field v Label Customer Optional Color Label Optional Color Field Forecast Status v Field Sales Stage v Label Status Optional Color Label Sales Stage Optional Color Field Currency v Field Amount v Label Currency Optional Color Label Amount Optional Color Field Close Date v Field Win Probability v Label Close Date Optional Color Label Win Probability Optional Color 5 Click on the drop down menu for an empty field and click on the group you want to add to the page amp Inthe drop down menu PlanPlus Online precedes each field group with the Field Group label and displays them at the bottom of the menu 6 When you are finished click on the Submit button PlanPlus Online displays the Home page for the application amp PlanPlus Online automatica
144. lates for each of your action items to define the steps that PlanPlus Online should execute for each action item For example you can schedule tasks or appointments create notes and send emails to assist in completing each action item Once you create the process action templates you can create the process and add the action items to your process at the appropriate step To create a process action template use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on the Opportunity heading PlanPlus Online displays the Opportunity section menu Setup Dropdown Menu Options cetup Page Layout Sales Process Advanced Parameters Opportuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transfer to Opportunity Communication Lo show Opportunities in Task List Opportunity Snapshot Layout t VY VP 3 Click on the Sales Process link 2 135 PlanPlus Online System Administrator Training PlanPlus Online displays the Sales Process options Opportunity b Setup Dropdown Menu Options gt b Setup Page Layout gt Sales Process a Process Builder Templates Appointment Templates Templates Task Templates Templates Mote Templates Email Templates Email Motitication Assigned Due Display Process Log Inline High Visual For Process Bar Process Dar Open By Detautt Display Process Bar in Mid Page Display Process B
145. lays the list of default and custom fields for this page Column 1 a Fite Se Labet Phone Mobile Phone Phone Other 1 Phone Other 2 Phone Pager Label Phone Voice Mail Phone Work Phone Field Email Email Label Email Email 2 Email Email 3 u Emaii Email 4 Field Email Email 5 Label Email Template PDF Email Template wordhiL Field Custom FieldiAssistant s Mame Laber Custom FielhAssistant s Phone Custom FielaiMicknamne Fed Custom FieldiManager s Mame Custom FieldiManager s Phone Label seustom FieldiAnniversary flustom Field Suttix Field Label t Optional 3 Color Field amp Notice that some of the fields in the drop down menu are preceded by the words Custom Field These represent the custom fields that you have created The entries that are not preceded by Custom Field are default fields Some default fields may also be preceded by Phone or Email 6 If you want to change the label that PlanPlus Online displays in front of the field select the text in the Label field and type the new text amp You cannot change the name of the default field but you can change its label which is what the user sees on the page 7 When you are finished modifying field labels click on the Submit button amp We will cover adding and removing fields from a page in the page layout section 8 PlanPlus Online saves the changes and displays the Home page for the appl
146. lette Way STEDMAN CA 18070 Lead 1225277036 2 Wall of Famer 6800 James Drive Kennedy MT 12134 Customer 1225277021 FS Mark Matchett 4400 James Street Martinez CA 18070 Affiliate 1225277018 R Virtually Savvy Va Inc 3900 Donnelly Place Wheeler ID 25427 Affiliate 1225277015 FR The LifePoint Church 3400 Appleton Drive Camacho CA 18070 Affiliate 1225277014 ER Emergent BioSolutions 3300 Morgan Circle Weeks AL 19541 Customer 1225277013 R Sears 3200 James Way Dennis NY 21013 Lead D Click on italic headers to sort 1 70f7 v For Selected Entities Add Remove Team Member Batch Assign Update Value Mail amp Print Delete Print Report CSV Select Columns for View Create New Back To Summary PlanPlus Online System Administrator Training amp The Advanced Search results page is interactive which means you can click on an entity organization contact opportunity or calendar entry in the Search Result area to open the associated detail page You can also edit multiple entities at the same time using the buttons in the Search Result area The following table describes the options Add Remove Allows you to add or remove users from the sales support Team Member team for the contact organization or opportunity Batch Assign Allows you to assign a user to a contact organization or opportunity as a team member team lead or as the exclusive user for the record Update Value Allows you to update the values of certain fi
147. lly redirects you to the Home page for the selected application to allow you to review the changes you made to the page layout amp Another way to review your changes is to open a second page in your browser by right clicking on the page and selecting Open Link in New Window or Open Link in New Tab By refreshing the second page after you click on the Submit button you will instantly be able to review the changes The following displays a field group on the Opportunity Detail page Detail Process Linked ta Competitor Notes Opportunity Mame Elvis Presley 100000 Units Customer R Elvis Presley Status Currency US Dollar iv Clase Date 2008 JUN 27 es Mew Custom Fields Page 72 PlanPlus Online System Administrator Training Configuring Application Sub Tabs On the Detail page of each application PlanPlus Online displays sub tabs labeled with default names You can configure these sub tabs and their contents so they are appropriate for your business Detail Addresses Contacts Title v Display Nat Classification v Contact Numl URL Custom FieldjReferred By amp New Custom Fields B Sub tabs Custom1 fo Custom2 fo Customs Custom fo Customs 00 Update To configure sub tabs use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on the Organization Contact or Opportunity heading
148. lt Role PlanPlus Online PPOL 10 5 East Coast Manager East Coast Manager Default Login Application PlanPlus Online v Submit amp You will use the Role field to assign the new user a role It is possible to assign more than one role to a user The user will be able to toggle between the different roles through the Preferences link located in the Sub Menu The toggle feature is usually used only by administrators If you assign the user multiple roles you can use the Default Role field to set the default role 6 Click on the Search button for the Role field PlanPlus Online displays Select Responsibilities page Select Responsibilities West Coast Manager Agent Administrator C Manager submit Cancel Clear w The Select Responsibilities page lists all of the roles you have created within the system 7 Select the check box for the role s you want to assign to the new user 8 Click on the Submit button Page 36 PlanPlus Online System Administrator Training PlanPlus Online returns to the Configure User Roles page 9 If you assigned more than one role click on the Search button for the Default Role field PlanPlus Online displays the Select Default Role page 10 Click on the link for the default role you want to assign to the new user PlanPlus Online assigns the default role you selected and returns to the Configure User Roles page 11 If your organization has purchased more than one edit
149. mation to complete the field definition For example if you created a Multiple String Values field you must specify the list of options for the drop down menu The exact information you have to provide differs for each field type Character String You can have a Character String field that allows free text input or you can specify a list of options for a drop down menu If you want to provide a drop down menu in the field you must specify the list of options To edit a Character String field use the following steps 1 Click on the Edit link for the custom field PlanPlus Online displays the Setup Custom Fields page for the custom field Setup Custom Fields OPPORTUNITY Purchase Size Q If you have configured at least one Active value here this custom field would appear on transaction pages as a drop down field with the Active values here as possible options If you have not configured any value Inactive this custom field would appear on transaction pages as a free text input PTurn On Off Explanations Value Inactive so _ Submit Return to Custom Field Setup 00000 2 Enter the options for the drop down menu in the Value fields 3 Click on the Submit button PlanPlus Online refreshes the Setup Custom Fields page amp Upon clicking on the Submit button PlanPlus Online automatically alphabetizes and sorts the Value fields To list the entries in something other than alphabetical order place a number
150. me Steven firstname Mark firstname Gerald firstname Charles firstname Rick firstname Linda firstname Leanora firstname Kurt firstname Tom firstname Cassandra firstname Victoria firstname Shane CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF CONTACT_OF lastname Dennis lastname yVeeks lastname Camacho lastname Mcray lastname Wright lastname Shannon lastname Hollowell lastname VVheeler lastname Rivas lastname Oconnell lastname Pedersen lastname Bradway lastname Martinez lastname Matchett lastname Vvillcox lastname Simmons lastname Black lastname Medlin lastname Mims lastname Maddox lastname Pisor lastname Koziol lastname Garriett Lampkin lastname Holdernesse P amp L Properties LLC P amp L Properties LLC Sears Emergent BioSolutions The LifePoint Church Orthofix Inc P amp L Properties LLC University Sears Virtually Savvy Va Inc P amp L Properties LLC Emergent BioSolutions JDB Innovation PPG Industries Inc Mark Matchett Colortyme Charles Trilogy Pools Accelerate Consulting P amp L Properties LLC Freelance Paralegal COMPLETExRM Emergent BioSolutions Powerteam Interantional P amp L Properties L
151. mplates page amp To edit a template click on its link on the Email Templates page Creating an HTML Template HTML Hyper Text Markup Language is a programming language used to create web pages It determines the structure of text based information in a document by denoting certain text as links headings paragraphs and lists You can also use HTML to create interactive forms embedded images and other objects When you create an email template using HTML format you can add text formatting such as bold italics and color to your email templates You can also add images tables links and background colors You don t need to know how to program in HTML to create an HTML based email template PlanPlus Online provides an easy to use toolbar that allows you to add HTML formatting to your template To create an HTML template use the following steps 1 From the My Account page click on the Email Templates heading PlanPlus Online displays the Email Templates section menu 2 Click on the link for the application where you want to create the email template PlanPlus Online displays the Email Templates page for the selected application Page 112 PlanPlus Online System Administrator Training 3 Click on the Create New button PlanPlus Online displays the Email Templates page 4 Enter a Name and Description for the template 5 Enter an appropriate email subject in the Subject field amp The Subject field becomes the
152. n send an email to the CEO and client informing them when funds have been received 3 Select the action type you want to create PlanPlus Online activates the Parameter drop down menu for the action item 4 Click on the Parameter drop down menu and select one of the following gt lf you are creating an update field action item select the field you want to update Then click on the Parameter Value drop down menu and select the value you want to assign to the field or click in the field and enter the value you want to assign to the field gt Ifyou are creating an appointment task or note action item select Task Appointment or Note from the drop down menu gt If you are creating an email action item select Send Email Automatically to have PlanPlus Online automatically send the email or select User Confirm if you want the user to confirm the email prior to sending it Then click on the Parameter Value drop down menu and select the email template you want to send 5 When you are finished click on the Submit button PlanPlus Online saves the changes and refreshes the page amp Ifyou created an appointment task or note action item PlanPlus Online adds a Select Template link to the action item after you click on the Submit button Click on the link to display the Process Step Action page Select the appointment task or note template that you want to assign to the task from the Select Template drop down menu and click
153. n from a list of options There are many custom field types to choose from in PlanPlus Online The following is a list of each field type and a brief explanation of its function e Character String creates a text field capable of storing up to 255 characters of information Organization Name e Character String Option creates a text field that contains a drop down menu of options from which users can choose the value for the field Admin Training Status e Color Code creates a drop down menu of options where each choice is displayed in a different color Color Code Ej e Date creates a date field that stores dates in the yyyy mmm dd format Close Date 2008 JUN OF me Page 53 3 PlanPlus Online System Administrator Training e Entity Contact Organization User creates a field that stores a link to a contact organization or user record Entity Field e File Link creates a field that stores a link to a web page or a file file size limit is SMB SalesTip g e Long Text creates a text field capable of storing unlimited characters of data Long Text e Multiple String Values creates a text field that contains a drop down menu of options from which users can choose multiple values for the field Partner Type Affiliate asi Business Manufacturer MS LI OEM d Strategic LI Training Close e Number creates a numeric field win i 10 e Yes No Checkbox
154. n this stste University of Utah have always bled red and therefore when making my college decision chose to attend the U of U After 4 years of Varsity football and a college degree began my career in the business world have spent an inordinste amount of time in the Financial Planning and Real Estate Development Industries currently reside in Sandy Utah with my wife of 8 years our 3 year old twin boys and our newborn daughter Ruby gt My Calendar a July 2008 gt 4 Mon 14 Tue 15 Wed 16 Thu 17 Fri 18 gt S WE EM TF Ss 12 00am E er an ab S G Ff 8 oO TO Be ga 13 14 15 16 17 18 19 1 00am 20 21 22 23 24 25 26 af 20 29 30 31 2 00am Today 3 00am Request for an Appointment Code 3 3 4 00am First Name 5 00am Last Name Email 6 00am Phone poy ie Day LS 7 00am Time 9AM z 00 Duration 30 Minutes 8 00am Regarding 9 00am Meeting 10 00am Stand Up Meeting 11 00am 12 00pm Lunch and Learn 1 00pm 2 00pm 3 00pm Sales Meeting Page 182 PlanPlus Online System Administrator Training To create your External Page use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on Preferences in the Sub Menu PlanPlus Online displays the Personal Preferences General UI page Setup Preferences User Administration ProductiCategory Import Export Recycle Bin search all
155. nPlus Online System Administration 1 PlanPlus Online displays the following page PlanPlus Online Fr23 144th Day 222 Days Left Week 20 las FranklinCovey UI EREE Setup PlanPlus Online Sign Up Please select your intended licenses Product Description Unit Price Quantity Total License Options choose one O Annual Billing Save 50 349 95 Monthly Billing Introductory Price 9 95 Fets 24 95 4H billing continues at 24 95 per user begining the 2nd month 3 95 hbo 15 00 Technical Support choose one Monthly Telephone Technical Support 4 99 Per Incident Telephone Technical Support 19 55 per incident Total 14 94 Special Promotion 30 Days Free Final Price 0 00 9 Confirm that the Final Price is 0 00 and click on the CONTINUE button Page 13 PlanPlus Online System Administration 1 PlanPlus Online displays the following page PlanPlus Online rr25 Le4th Day 222 Daye Left Week 2 for PlanPlus Online Whats Next Print this page for your records and take special note of the following important information regarding your new account below Dont forget to take advantage ofthe FREE Training offer below Dear Mick Thank you for purchasing PlanPlue Online When you are ready to log into your account point your web browser to wey planplusoniing com and use the following account information it ree Account Hame 5 4 Nicolas User Hame nmorganj hotmail com Passwor
156. nPlus Online user The following table describes the options available in the Custom Reports area of the Views Reports page Allows you to select the view you want to use as your default view for the current application To change the default select one of the radio buttons and click on the Update Default button Edit Details Allows you to edit the report definition By clicking on the name of the report you can edit details such as Name Description Search Criteria and Columns for View Description Displays the report description You can create or edit a report description by clicking on the report name in the Edit Details column Page 166 PlanPlus Online System Administrator Training Indicates whether the report is one you created for your personal use only or if it is one that has been published for other users to view A Global View is a view for all users of PlanPlus Online not just the organization that created it There are 3 4 Global Views by default Print Report Displays a Print Report link that you can use to print the selected report Export CSV Displays an Export CSV File link that you can use to export the report to a comma separated values CSV file 2 lt You can access all of the predefined reports for the entire PlanPlus Online system on a single page by clicking on the Home tab and then clicking on the Reports link in the Sub Menu Creating Views and Reports In PlanPlus Online as you b
157. ne For example you may already have a list of contacts in Excel or in a contact management system such as Act or Goldmine Rather than manually entering that contact information into PlanPlus Online you can import the information from the other application Before you can import the information into PlanPlus Online you must go into the other application and save the data in a format that PlanPlus Online can read amp You can also import your Microsoft Outlook Contact information into PlanPlus Online Understanding Comma Separated Value Files Comma Separated Value files also known as CSV files are commonly used to transfer large amounts of tabular data between unconnected applications You can easily create and edit CSV files using common spreadsheet applications such as Microsoft Excel The application you use to store your data i e Act Goldmine Lotus Notes Sales Force Sage etc will most likely have an export feature which will allow you to export your data directly to a CSV file If the application does not allow you to export to a CSV file you can export to a spreadsheet format such as Microsoft Excel and then use Excel to convert to a CSV file 3 When importing data into PlanPlus Online it is important to note that you cannot import data with any empty fields in the first column of the spreadsheet or the last column of the spreadsheet Prior to importing your data review it to make sure all of the necessa
158. ne System Administrator Training 5 Click on the Assign To drop down menu AS specified bythe Process Step Definition Login User Myself Entity Created By User Opportunity Team Leader Static Babe Ruth Static CEO Static Lance Armstrong Static Michael Jordan Static Serena Williams Static Tiger Woods 6 Select one of the following options from the Assign To drop down menu Option peseription As specified by Assigns the process step to the user you chose while the Process creating the process Step Definition Login User Assigns the process step to the current user Myself Entity Created Assigns the process step to the user who created the By User process Opportunity Assigns the process step to the Team Leader of the Team Leader opportunity Static User Assigns the process step to the user you select Name 7 Add any necessary comments in the Comment box 8 When you are finished click on the Attach button 154 PlanPlus Online System Administrator Training PlanPlus Online attaches the process to the opportunity and refreshes the page Detail Process Product Contacts Competitor Quote Sales Team Credit gt Process Steps Step 1 Qualify The Lead Using your company s Lead Scoring System how does this client rank Could you be more productive with someone else Determine Needs Emails To Be Sent Thank you for your interest in Widgets LLC Review Quote Due Date 06 13
159. ntact s CalendarTaskiNotes in Organization okip Orqanization Coantact records without access in search Result t gt gt gt F FT GF 3 Click on the Setup Dropdown Menu Options link or the Setup Contact Relationship link amp You would use the Setup Contact Relationship option to edit the drop down menu options that pertain to linking contacts organizations and opportunities with each other It is only available on the Organization Contact section menu Page 64 PlanPlus Online System Administrator Training PlanPlus Online displays links for the drop down menus in the current application Organization Contact Organization Category Contact Classification Business Line Address Type Phone Type Country List Person Title Setup Contact Relationship G Setup Page Layout Advanced Parameters Organization Advanced Parameters Contact Organization Snapshot Layout Contact Snapshot Layout Phone SkypelsiPilajahfothers Synt Parameters Show Contacts CalendanrTaskiNotes in Organization Skip Organization Contact records without access in Search t t GF 0 yE uw 4 Click on the link for the drop down menu you want to change PlanPlus Online displays the Setup Option Values page for the selected drop down menu Setup Option Values You are viewing updating the possible selection of values for Business Line Organization Key Display Name ACCOUNTI
160. numeric data that is less than the criteria value Finds numeric data that is less than or equal to the criteria value Finds data between two dates or numbers For example if you want to run a report in the Contact application for all contacts with the classification of Client who live in the state of California and were created in the database between March 1 and June 1 you would do the following e Click on the Search button for the Classification field to display the View Search Definition window select Equals from the Field Value drop down menu select Client from the list box and click on OK Classification EQ CLIENT e Click on the State drop down menu select Equals and type California into the text box State Equals Me California e Select Between from the drop down menu in the Creation Date field then click on the l button to display the Date Range Selector window select March 1 and June 1 from the calendars and click on OK Creation Date Between 2008 MARO 2008 JOA 04 E 7 Inthe Select Columns for View section identify all the columns you want to appear in the view by adding them to the Selected Columns list box amp By default PlanPlus Online pre populates the Selected Columns list box with several frequently used columns 170 7 PlanPlus Online System Administrator Training The following table describes the action buttons that you can use to add and remove columns for the
161. o Character String Edit O Follow Up Follow Up iz Date O Contact Summary Contact Summary 13 Long Text oO Custom1 Custom1 14 Character String Edit oO Custom sis Custom iss Character String Edit O Custom sis Custom3 16 Character String Edit dl Custom Custom4 17 Character String Edit O Customs Customs ied Character String Edit O fis Character String v E D i 20 Character String v E 21 Character String v E C o O O B2 Character String v E DE i B3 Character String v oO Submit Inactive Column amp To access the Setup Custom Fields page click on the Custom Field heading on the My Account tab and click on the link for the application containing the custom field you want to delete Click on the Submit button PlanPlus Online refreshes the page and no longer displays the custom field you deleted amp If you want to redisplay custom fields that you have made inactive select the Show disabled fields check box located directly above the inactive column and clear the Inactive check box Click on the Submit button Page 60 PlanPlus Online System Administrator Training Lesson 2 Default Fields and Drop Down Menus In addition to custom fields which you can create edit and delete as necessary PlanPlus Online also has default fields which are included in the application by default There are also default drop down menus that you can edit The Phone Email and Address fields for a contact are exampl
162. o records that contain the same first and last name or organization name only if at least one phone number also matches select the second option s The Force every line in the CSV file as a new entity option creates a new entity for every line of data regardless of whether or not it is a duplicate record This option is not recommended amp The Unicode check box is used when you are importing data in a language other than English For more information on this contact PlanPlus Online Support 9 Click on the Submit button PlanPlus Online displays the Import Wizard Verify amp Map Your Data page Setup Preferences User Administration Product Category Import Export Recycle Bin search all Q Import Wizard Verify amp Map Your Data Q In the preview amp mapping table below you can see a brief review of your CSV file content The column headers of your CSY file are listed in the first row Please map the headers to the correct field in the dropdown list which our database recc For Org Contact Relationship import each line in your data file should contain one master entity either an Organization record or a Contact record an either Master Org or Master Contact but not both and the relating entity fields to Org1 Org2 Contact1 Contact2 fields CSV Header First Name Last Name Email Address Map To Select Mapping w Select Mapping w Select Mapping v Line 1 Line 2 Line 48 48 lines of da
163. object click on the Undelete link next to the object s name PlanPlus Online restores the object removes it from the Recycle Bin and places it back into your application database and refreshes the page amp You can also delete objects directly from the Recycle Bin by selecting the type of object you want to delete from the Object Type drop down menu and clicking on the Search button PlanPlus Online displays a screen containing all of the objects in the application database Click on the object you want to delete PlanPlus Online returns to the Recycle Bin Click on the Put into Recycle Bin button to delete the object 187 PlanPlus Online System Administrator Training Lesson 4 Merging Duplicate Records PlanPlus Online gives you the ability to merge duplicate Contact records that might have been created through importing and synchronizing data To merge your duplicate Contact records use the following steps 1 Click on the Contact tab PlanPlus Online displays the Contact Home page PlanPlus Online Late Fe Opportunity Calendar Summary New Manage Reports Lists By Product Welcome CEO Preferences Email Center Help Logout search contacts search all Q Current View Public amp Private Contacts z need Add New Contact Classification l All z Team Member Team Lead z Last Updated By l z Address State All x P Dahi contact
164. ogotiste tho deal with he conl and come in a final agreement _ Edi Delta Dae ii D Dees Sian amp Contac Signed agaiun ereed and Waring ingineiona pend ba client Eil Delta Cae in D Dees Sen amp Receba Mones Confem money ianaleddapoai Egil Dalets Cae in O Daya Sep T Cee File Clieed ie mo longer intensiod and hat chosen ii week with nii Eti Deteta Cae in O Dears Sipa On Heid Cini has requested sone time 1 mike a decision ded mee fore Edt Dette Came ir O Dears Sip Ciosad Won Azach the signed contracl and quote to the elechonic fie and Ed Delete Case i 0 Charge 8 Repeat steps 1 7 to enter possible results for the remainder of your process steps When you are finished your Edit Process page will list all of the possible results beneath each step Adding Action Items to a Process When you have finished adding your possible results to the process you can begin adding your action items Before you can add action items to a process you must first create process action templates for each action item To add action items to a process use the following steps 1 Click on the Edit link for the step for which you want to add an action item Page 147 PlanPlus Online System Administrator Training PlanPlus Online displays the Edit Process Step page Process 3 Widgets LLC Sales Process Step 1 Qualify The Lead Start Immediate Name Qualify The Lead 4 a a Using your company s Lead Scoring System how does th
165. oll to Current Hour Default Day WeekMonth View Day View iv 12 24 Hour Display Mode 12 Hour Display 24 Hour Display Daily Agenda PlanPlus Online allows you to receive an email or text notification of all your scheduled appointments Please select the time of day and method you would like to receive the Daily Agenda Send every morning in your timezone Do Not Send w O Application Message amp Alert C Email ooo O oOo Mobile Phone Tasks By default all tasks with an amp priority will be sent to you each morning If you mark the notify check box in the Task Detail those tasks will also be included in your Daily Notification Send every morning in your timezone Do Not Send CI Emait rr Mobile Phone Ahen assign Task to Others Send Email Notification Do Not Send Email Delegated Tasks Show O Hide Syne With O Outlook Plan Plus for Outlook Next O amp This is the page where you will configure your calendar defaults and your daily agenda and task notification preferences These settings affect your account only other users in your organization are not affected by the changes you make here Configure your default calendar settings by choosing your Time Zone Hour Range Default Calendar View and 12 24 Hour Display Mode amp PlanPlus Online can notify you of your scheduled appointments each day by delivering an application message an email or a text message to your mobile phone To configure the Daily
166. on PlanPlus Online saves your changes and refreshes the page a lt To 2 a i GI 2 oa a 3 ke i fE 3 S 0O W IE N E 1 T o gd e E d e d S HHA amp n a fe 4 i Ooo Oooo oOo o 0 0 Submit amp To review your category changes open the Calendar Home page and click on an appointment name to access its Appointment Detail page Select a new category from the Category drop down menu and save your changes View the appointment from the Calendar Home page to make sure the color reflects the new category Configuring Calendar User Color Codes PlanPlus Online allows you to assign each user a color that it will use when displaying appointments on the calendar PlanPlus Online applies the user s color to the border of their appointments and applies the color for the appointment category to the rest of the appointment block User color codes are especially helpful when overlaying the calendars of other users To specify calendar user color codes use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page 2 Click on the Calendar heading Page 194 PlanPlus Online System Administrator Training PlanPlus Online displays the Calendar section menu Importance opointment Status ppointment Type Time Zone Default Close Status Default DayWeek Month View Display New Ul
167. on on the HTML toolbar amp If you need to insert a mail merge field in your template you can type the code for the field in the HTML Editor window However if you don t know the field codes it is easier to wait until you return to the Email Templates page to enter mail merge fields While you are working in the HTML Editor you can insert a placeholder for the merge field and then replace the placeholder with the actual field when you return to the Email Templates page For example if you want to input the contact First Name field insert the placeholder First Name amp To enter a web page hyperlink in your template move to the location in the message where you want to insert the hyperlink and click on the Insert Edit Link button PlanPlus Online displays the Link dialog box Make sure URL is selected from the Link Type drop down menu Select the protocol from the Protocol drop down menu and type the URL in the URL field Click on OK PlanPlus Online adds the hyperlink to the template 9 When you are finished creating the template click on the OK button PlanPlus Online returns to the Email Templates page and displays the message in HTML format Email Templates Q You can customize Emaii Templates sent to your clients and to your internal users PTurn On Off Explanations Name Hope you are doing welll Description Hope you are doing well Subject Hope you are doing well Content Text O HTML HTML er
168. ontacts 5 You can create an unlimited number of appointment categories Page 198 Index Access Sharing Configuring 43 Action Items 131 Adding to a Process 147 Configuring Process Action Templates 135 Advanced Search 117 Conditional Operators 117 Performing 118 Automatic Field Updates 133 Calendar Categories Configuring 192 Calendar Overlay View Creating 45 Displaying 48 Calendar Sharing 43 Configuring Access Sharing 43 Displaying a Calendar Overlay View 48 Overlaying Calendars 45 Category Drop Down Menu Customizing 192 Character String Field 57 Comma Separated Value Files 80 Conditional Operators 117 Contact Lists 123 Creating 123 CSV Files 80 Creating 80 Custom Fields 53 Creating 55 Deleting 60 Editing 57 Types 53 Default Fields 61 Editing 61 Drop Down Menus 61 Editing 64 Duplicate Records Merging 188 Email Templates 108 Creating 108 HTML 112 Plain Text 111 PlanPlus Online System Administrator Training Entity Field 59 External Pages Configuring 182 Fields Adding Field Groups to Pages 71 Adding or Removing from Pages 66 Creating Groups 68 Custom 53 Default 61 Filters 161 Adding 161 Hiding 163 Groups Adding Field Groups to Pages 71 Creating 40 Creating Field Groups 68 HTML Email Templates 112 Importing Data 82 Advanced Options 86 Basic Import 82 CSV Files 80 Index Entry 9 11 15 Layouts 66 Lead Boomerang 178 Licenses 33 Lists Contact
169. opportunity and advance the opportunity through the process steps To attach a process to an opportunity use the following steps 1 Click on the Opportunity tab PlanPlus Online displays the Opportunity Home page search opportunities search all O Current Views All Opportunities iM eaaa Add Hew Opportunity Sales Stage All m Process Team Lead Created By SAA Opportunity Name Customer Sales Stage Status Close Date Amount Opportunity Name E Elvis Presley 100000 Units Elvis Presley 0743 2008 0 00 details Customer Ea ina D Click on tatic headers to sort 1 10f1 v Channel v Stage M Create New Print Report Status v Wink Date 2008 JUL13 Create Opportunity O 2 Click on the link for the opportunity you want to attach to a process and then click on its details link PlanPlus Online displays the Opportunity Detail page Detail Process Product Contacts Competitor Quote Sales Team Credit gt Opportunity Name Elvis Presley 100000 Units Sales Stage v Decision Maker _ Win Probability 10 000000 O Needs Forecasted Close Date 2008JUL13 AS Resources FO Amount 0 00 Solution Quote Sent C Result Fields 1 Fields 2 Fields 3 Fields 4 Fields 5 Fields 6 Notepad Custom 1 oo Custom 2 FT Custom 3 Custom 4 E Custom 5 fo Update 3 Click on the Process Sub Tab Page 152 4 PlanPlus Online System Administrator Training
170. or E Contact Name a Main Phone Email Address JobTttel f Adam Wright 772 463 7400 aw0617 coldmail com 3400 Appleton Drive Camacho CA 18070 details c adrian fettke 360 500 0510 fettke coldmail com 3300 Morgan Circle Weeks AL 19541 details First Name MI Sine 2 ant Name po TNT E3 Alan Eidinger 801 111 1111 alan coldmail com 6900 Morgan Place Wilkins NY 21013 details Oo Private Contact F Brandon Dennis 704 880 8617 bmdennis coldmail com 3000 Subblette Avenue Jones LA 13655 details Classification l z F Brenda Rivas 570 374 2814 brendarivas coldmail com 3200 James Way Dennis NY 21013 details Business Phone z F F E m Brian McRay 662 893 1344 info coldmail com 3300 Morgan Circle Weeks AL 19541 details Mobile Phone E Byron Hollowell 713 247 9489 holloweli coldmail com 3000 Subblette Avenue Jones LA 13655 details Business Fax Home Phone E Cassandra Koziol 502 759 6042 fairiprincez coldmail com 3300 Morgan Circle Weeks AL 19541 details Email charles simmons 615 477 0111 clsenergy1 coldmail com 4500 Morgan Avenue Matchett DL 16593 details A Wen Page CINDY STEDMAN 517 488 9361 persqypsy coldmail com 7200 Carson Street Alvarado NY 21013 details Address Lin 1 E Claris Molina 678 925 7348 claris molina coldmail com 5600 James Drive Holdernesse FL 15127 details Address Lin 2 City State C f amp Daniela Camacho 318 990 9943 daniela coldmail com 3200
171. ou will send out an email using the new template L Create an HTML email template in the Contact application with the following information Name Description and Subject Thank you for your response to our survey Dear Contact Name We want to thank you for your recent response to our survey For more information on our new product line visit our website by clicking HERE Imbed this link behind the word HERE www widgetsllc com newproducts We look forward to doing business with you in the future Sincerely User Name User Email User Phone 2 Create a Personal Contact List named New Contacts Last 30 Days Save it as a Personal List 3 Runan advanced search in the Contact application using the following criteria and save it under the name New Clients Very Interested Include all clients created in the past month 30 days Hint Between TODAY 30 Clients must have an email address Hint Email addresses must contain an symbol Interest Level must be Very Interested 4 Place all of your search results New Clients Very Interested into the New Contacts Last 30 Days list 5 Manually add the contact Elvis Presley to the New Contacts Last 30 Days list 6 Send an email to the clients in the New Contacts Last 30 Days list using the newly created email template Page 126 PlanPlus Online System Administrator Training Applying Your Knowledge 1 What are the steps in sending an email to the
172. ound email messages you can also send messages from within PlanPlus Online If you leave the settings in the Outbound Settings section blank you can send email messages using the PlanPlus Online default mail server If you would like to send messages from another email server enter the appropriate information In the Outbound Settings section enter the SMTP server host in the SMTP Server Host field Page 19 20 PlanPlus Online System Administration 1 28 29 30 31 a2 33 34 35 amp If you are uncertain of your email provider s SMTP settings you can usually find them by going to Google and searching for lt provider name gt SMTP settings Click on the SMTP Authentication link PlanPlus Online displays additional fields Enter the Username Password and Port for your email account If your email provider uses Secure Socket Layer select the SSL check box Enter your email address and display name in both the Email From Address and Reply To Address fields if necessary To choose a text email signature click on the Wizard link for the Text box and select the signature you want to use Update the information as necessary and click on the Update button when you are finished To choose an HTML signature click on the Wizard link for the HTML box and select the signature you want to use Update the fields as necessary and click on the Update button when you are finished w An HTML signature gives
173. portunity Snapshot Layout t gt gt 4 Click on the Process Builder link Page 139 PlanPlus Online System Administrator Training PlanPlus Online displays the Processes page Processes Q Processes are flows or routines that you can define to automate your sales activities gt Turn On Off Explanations Name Description Type Status Action Basic Sales Process Opportunity Draft Clone Access Delete General Sales Process Opportunity Published Clone Access Delete D Click on italic headers to sort Create New Email Templates Parameters Templates Appointment Templates Templates Task Templates Templates Note Templates Templates Email Templates amp This is the page where PlanPlus Online displays all of the processes that you have defined There are also two default processes Basic Sales Process and General Sales Process that you can modify or use as the basis for a new process 5 Click on the Create New button PlanPlus Online displays the Create Process page Create Process ie Fill in the form below to start creating a new Process Turn Ondoft Explanations Process Type Opportunity w Process Name Description Create Process 6 Enter the Process Name and Description 7 When you are finished click on the Create Process button Page 140 PlanPlus Online System Administrator Training PlanPlus Online displays the Edit Process page for the new process
174. project your screen to all attendees 1 O a PlanPlus Online System Administration 1 Lesson 2 Creating a User Account As an Administrator of the PlanPlus Online application you will soend the majority of your time performing system functions for your clients such as creating user accounts and configuring the look and feel of the application in accordance with the industry and line of work To create a user account use the following steps 1 Open the https www planplusonline com AdminAccount web site PlanPlus Online displays the Account Setup page PlanPlus Online Ja O Franklin Covey Setup PlanPlus Online Sign Up Register now to gain access to the proven principles of the FranklinCovey Planning System incorporated with powerful client management functionality ABOUT YOU First Name Last Name E Mail Phone Number ABOUT YOUR ACCOUNT Account Name User Name Password Will be sent to your E Mail Address have read and agreed to the Terms amp Conditions CONTINUE Y 2 Enter your information in the ABOUT YOU section 3 Enter your account name in the Account Name field 4 Select the Terms amp Conditions check box to indicate you have read the terms and conditions 9 To read the terms and conditions click on the Terms amp Conditions link PlanPlus Online opens a separate window containing the terms and conditions Close the window when you are finished Page 1
175. r Training amp The Installation process adds two icons to your Desktop One is a setup icon and the other is the icon to start the application You can use either icon to run a synchronization i td Companionlink For PlanPlus Gompanionvink For PlanPlos a 12 Double click on one of the icons to begin configuring CompanionLink to synchronize with Microsoft Outlook CompanionLink starts the CompanionLink Configuration Wizard and displays the following dialog box CompanionLink Configuration Wizard Welcome to CompanionLink A Configuration This configuration wizard will guide you through the steps of creating a synchronization script for your web based pim or handheld organizer For more information about this option press the Help button 13 Click on Next Page 98 PlanPlus Online System Administrator Training CompanionLink displays the Web PIM Settings dialog box Enter your data source login name and password SyncAccount Your Account Name Login Name UserName Password pine For more information about this option press the Help button 14 Enter the Login information for your PlanPlus Online account and click on Next CompanionLink displays the Contact Manager Settings dialog box What Desktop Application PIM do you wish to synchronize PIM Name Microsoft Outlook 2003 2007 ba galas For more information about this option press the Help button 9 The PIM Name
176. re Contact Name Add EF FIRSTMAME First Mame Add EF_LASTNAMER Last Mame C Add EF_NUMBER Contact Murmber Add EF_URLA Web Site Add EF_CLASSIFICATIONS Classification Add EF_TITLE Title Pretix Add EF_ JOBTITLE Job Tithe Add 4 EF_DEPARTMENT Department Add EF_SEXAH GEX Add EF NETVVORTH Met worth Category heading 6 Click on the Add link for the field you want to insert 111 112 PlanPlus Online System Administrator Training PlanPlus Online adds the code for the field you selected to your message Name Thank You for your interest in our Widgets Description Thank You for your interest in our Widgets Subject Thank You for your interest in our Widgets Content Text HTML HTML Version XML PDF Contact Name field amp When PlanPlus Online adds a field to the message it highlights the field Press the right arrow key to deselect the field before pressing any other keys so you don t inadvertently delete the field amp The field code is simply a group of characters Make sure not to alter the field code in any way or PlanPlus Online will not recognize it You can add punctuation marks before or after field codes 7 Continue adding fields and typing your message 8 When you are finished creating the template click on the Submit button PlanPlus Online saves the template and displays the Email Te
177. res available in PlanPlus Online It allows you to overlay your calendar with the calendars of other users in your organization to make it easier to schedule meetings and appointments with multiple people From a management perspective it also allows you to see what your employees are working on and how busy they are Keep in mind the following e You can only share overlay calendars with other PlanPlus Online users in your organization e To make calendar sharing quicker and easier you can create and save different calendar views This saves you from having to set up the overlay each time you want to view it With the click of a button PlanPlus Online shows you the calendars that are saved in the view e You can have access to other users calendars without having to allow them access to yours e You can mark sensitive appointments as private This allows you to prevent other users from seeing any of the appointment information Viewers of your calendar will only see that you are busy at that time Setting up Access Sharing for a User Group In order to give a user group the ability to overlay the calendars of people in their group you must first set up access sharing by specifying whose calendar each user can view Access sharing and calendar overlaying are two different things Access sharing is the process of setting up the data sharing permissions and calendar overlaying is the actual sharing of calendars and appointment information
178. ring v oO 12 Character String v o 13 Character String v oO 14 Character String v o 15 Character String v o Submit amp The custom fields shown in the screenshot above are default custom fields You can rename them here by deleting their name and typing a new name 4 Type a name and description for the custom field in the first empty Name and Description fields 5 If necessary change the value in the Display Order field to move the new custom field up or down in the custom field list 6 Click on the Type drop down menu and select the field type you want to use for the new field 7 Click on the Submit button PlanPlus Online saves the custom field and refreshes the page amp There are certain custom field types that will require further customization for example if you want to create a drop down menu for a Character String field If PlanPlus Online displays an Edit link in the List of Values column after the page refreshes refer to the next section on Editing Custom Fields If the field does not have an Edit link the next step would be to add the field to a page which is covered in the next lesson Configuring Page Layouts Page 56 PlanPlus Online System Administrator Training Opportunity Referred By Entity Contact Opportunity Products Interested In Multiple String Values Editing Custom Fields Depending on the field type you selected for your custom field you may need to provide additional infor
179. rts in the Sub Menu Click on the Create New View Report button Enter Tiger Woods Current Contacts in both the Name and Description fields In the Search Criteria section scroll down to the Team Member field Select from the Team Member drop down menu Select Tiger Woods from the adjacent drop down menu Scroll to the Last Update Date field Select Between from the Last Update Date drop down menu then click on the date selection icon l Click on the Today radio button select Days After from the Today drop down menu enter 60 in the adjacent text box and click on OK Scroll down to the Newsletter field Select Contains from the Newsletter drop down menu Enter the letter Y in the adjacent field Click on the Public button in the Save As section 3 Login as Tiger Woods Click on the Contact tab Click on Views Reports in the Sub Menu In the Custom Reports area click on the radio button in the Default column for the Tiger Woods Current Contacts view report Click on the Update Default button 4 Log back in as the Administrator Click on the Contact tab Click on Views Reports in the Sub Menu In the Custom Reports area click on the Tiger Woods Current Contacts link in the Edit Details column In the Search Criteria area click on the Search button for the Interest Level field and choose Equals Hold down the Ctrl key and select Mildly Interested and Very Interested Click on the OK button Click on the Public button in the Save
180. ry fields contain data Once you save your data to a CSV file you can import it into PlanPlus Online Creating a CSV File To create a CSV file using Microsoft Excel use the following steps 1 In Microsoft Excel open the file you want to save as a CSV file w The following steps cover creating a CSV file from Microsoft Excel version 2003 You can also use a different version of Excel or another spreadsheet application to create a CSV file 2 Click on the File menu and click on Save As Page 80 PlanPlus Online System Administrator Training Excel displays the Save As dialog box Save As Save in Desktop 4 X Gi Ese R my Documents p My Computer My Recent Pm Network Places Documents __ Lynda com Search Engine Optimization Nick s Personal E B PPOL Desktop XN amp My Documents My Computer e 3 Click here to My Network Places choose CSV File name Booki a Comma Save as type Excel Workbook i d T e e delimited 4 Navigate to the location where you want to save the CSV file amp We recommend saving the file to your Desktop so that it is easy to locate If necessary enter the file name for the CSV file in the File name box Click on the Save as type drop down menu and click on CSV Comma delimited Excel Workbook Click on Save Excel saves the CSV file to the specified location amp Excel may display a warning message about
181. s 7 Click on Next CompanionLink displays the following dialog box JH CompanionLink for PlanPlus Online InstallShield Wizard i Destination Folder Click Mext to install to this Folder or click Change to install to a different Folder Install CompanionLink For PlanPlus Online to C Program Files Companioniink For PlanPlus Online Installshield If you want to change the folder where CompanionLink will be installed click on Change browse to the folder where you want to install the application and click on OK 9 Click on Next Page 96 PlanPlus Online System Administrator Training CompanionLink displays the following dialog box ie CompanionLink for PlanPlus Online InstallShield Wizard x Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation IF vou want to review or change any of your installation settings click Back Click Cancel to exit the wizard Installshield 10 Click on Install When the installation is complete CompanionLink displays the following dialog box 18 CompanionLink for PlanPlus Ontine InstallShield Wizard Eg InstallShield Wizard Completed The InstallShield Wizard has successfully installed CompanionLink for PlanPlus Online Click Finish to exit the wizard lt Back Cancel 11 Click on Finish CompanionLink closes the dialog box Page 97 PlanPlus Online System Administrato
182. s 1 In the Organization application display all of the filters except for Team Member Create a new view report in the Contact application using the following information Name and Description fields Tiger Woods Current Contacts Team Member equals Tiger Woods Last Updated in the past 60 days Receiving the Newsletter Save it as a Public View Report Make this View the Default View for Tiger Woods by logging in as Tiger Woods and changing his settings Company Name Same as Yours Login twoods Password twoods Log back in as the Administrator and edit the new Tiger Woods Current Contacts View Report by including all of the clients who are Mildly Interested and Very Interested Open the Tiger Woods Current Contacts Report and raise your hand The instructor will review your work Applying Your Knowledge 1 How would you change the default Contacts View for your agents without logging in to their accounts to make the change When you edit a Report after it has been created and saved does it also edit the View How do you show all disabled reports 174 PlanPlus Online System Administrator Training Performance Lab Answers Perfecting Your Skills 1 Click on the Organization tab Click on the pencil icon located to the right of the filters Select all of the check boxes except for the one corresponding to Team Member Click on the Submit button 2 Click on the Contact tab Click on Views Repo
183. s and allows you to Searches re submit them amp The Search Criteria area contains every field in the current application along with an associated drop down menu For each field you can specify the criteria for which you want to search and select the comparison operator you want to use from the drop down menu For example if you want to search for all organizations in Atlanta you would select the Equals operator from the drop down menu for the City field and enter Atlanta in the field Page 119 PlanPlus Online System Administrator Training 2 Define your search criteria using the fields and drop down menus Cy If a field contains a Z Search button you can click on the button to access a list of options for the field If you want to select more than one option press and hold the CTRL key as you click on each option Make sure to also select an operator from the drop down menu If a field contains a LA button you can click on the button to access a calendar from which you can select date criteria for the field You can enter a single date in the field by selecting it from the calendar To search for a range of dates select the Between operator and then select the two dates from the calendars You can also specify date criteria in terms of the current date plus or minus a set number of days For example you might want to run a search for anyone who has become a contact in the past 60 days To do this you would select the gt
184. s are only available in the Business Editio n 3 Click on the application for which you want to create a custom field Page 55 PlanPlus Online System Administrator Training PlanPlus Online displays the Setup Custom Fields page for the application you selected Setup Custom Fields Opportunity Q You can define Custom Fields to track specific information that is unique to your business You can configure the Name Description Display Order and Custom Field Type first After these info have been saved those fields with type Character String or Multiple String Yalues will have an edit link under List of Values If you want the field to be a free text input you dont have to configure List of Values If you want the field to be a drop down you can specify the options by clicking on edit under List of Yalues PTurn On Off Explanations C show disabled fields Name Description Display Order Type List Of Values Inactive Custom 1 1 Character String Edit F Custom 2 2 Character String Edit E Custom 3 3 Character String Edit o Custom 4 4 Character String Edit o Custom 5 5 Character String Edit o Decision Maker 6 Character String Edit o Nees O 7 Character String Edit o Resources FO 8 Character String Edit O Sotin S Po E g Character String Edit O Rest o D SE 10 Character String Edit o 11 Character St
185. s in Task List Opportunity Snapshot Layout t gt p Page 66 PlanPlus Online System Administrator Training 4 Click on the Main Section link for the application that you want to edit 6 7 8 PlanPlus Online displays the Page Layout Editor page Page Layout Editor Opportunity Fields Detail Edit Made Main Section Q Here you can setup your entity page s Field Layout You can chog 2 Column Mode w Column 1 Field Opportunity Name Label Opportunity Name Optional Color Field Custom Field Decision Maker v Label Decision Maker Optional Color Field Custom FieldjNeeds Label Needs Optional Color Field Custom Fieldj Resources Label Resources Optional Color Field Custom Field Solution Label Solution Optional Color Field Custom FieldjResult Label Result Optional Color boice For each field including custom fields you can specify your own label anc Setup For Company Wide Setup v Column 2 Field Sales Stage Label Sales Stage Optional Color Field Forecast Status Label Forecasted Close Date Optional Color Field Win Probability Label Win Probability Optional Color Field Close Date Label Forecast Date Optional Color Field Amount Label Amount Optional Color Field Label Optional Color amp The changes you make in the Page Layout Editor can
186. s the criteria value Unlike the Equals operator the Contains operator does not require an exact match Does Not Searches for data that does not contain the criteria value Contain Kroa Searches for data that starts with the criteria value peers Searches for data that ends with the criteria value Page 117 117 PlanPlus Online System Administrator Training This symbol represents the Equals operator a This symbol represents the Not Equals operator E Searches for numeric data that is greater than the criteria value Searches for numeric data that is greater than or equal to the criteria value Searches for numeric data that is less than the criteria value Searches for numeric data that is less than or equal to the criteria value Searches for data that falls between two dates or numbers Performing an Advanced Search To perform an advanced search use the following steps 1 Access the application in which you want to perform your search Click on Advanced Search in the Sub Menu as shown below Organization Contact Opportunity Calendar biy Account summary Mew Manage Views Reports Lists By Product Advanced Search Page 118 118 PlanPlus Online System Administrator Training PlanPlus Online displays the Advanced Search page PlanPlus Online A Pore eee Ee Ee ii Fond Summary New Manage Views Reports By Product Advanced Search Welcome CEO Preferences Email Center
187. she should take You can include merge fields in the message content by selecting the Add link for the field from the Mail Merge area of the page To include the name of the person assigned to the process step select the Assignee Name field HHASSIGNEE_NAME from the Assignee category To allow the recipient of the message to update the process step from the email you must include the Process Step External Access URL field PROCSTEP_EXT_URL from the Opportunity category 8 When you are finished click on the Update Template button PlanPlus Online saves your changes and displays the My Account page amp PlanPlus Online will send the email template you created to the users in your Page 180 organization whenever they are manually re assigned a process step or when they are responsible for a process step that is due PlanPlus Online System Administrator Training s After receiving a notification message the user can click on the Process Step URL link to access a page from which he she can update the process without having to log in to PlanPlus Online The page that displays will look similar to the following Contact Snapshot Opportunity Snapshot Elvis Presley Elvis Presley 100000 Units 111 E Broadway Contact Elvis Presley SLC uTIGIM 04 ProposalPrice Quote 801 333 3333 0 00 en amai com CEO Customer Elvis Presley Opportunity Elvis Presley 100000 Units Process Step Widgets LLC Sales Process gt gt Step 3
188. shot Layout T VY PV Page 178 PlanPlus Online System Administrator Training 3 Click on the Sales Process link PlanPlus Online displays the Sales Process options Opportunity b Setup Dropdown Menu Options b Setup Page Layout gt Sales Process mo Process Builder Templates Appointment Templates Templates Task Templates Templates Mote Templates Templates Email Templates Process Step Display Options Email Motitication Assigned Due Display Process Log Inline High igual For Process Bar Process Bar Open By Defaut Display Process Bar in Mid Page Display Process Bar in New Ul Allow Free Branching to Any Process Steps Process Step Priority Advanced Parameters Opportuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transfer to Opportunity Communication Lo show Opportunities in Task List Opportunity Snapshot Layout w The Lead Boomerang settings are listed under Email Notification There are two options Assigned and Due The Assigned option allows you to configure the email message that PlanPlus Online sends to users when they are assigned a process step The Due option allows you to configure the email message that PlanPlus Online sends to users when they have a process step due The users can then update the process from the email message they receive 4 Select the link for the Email Notification message you want to configure PlanPlus Online displays
189. sible Result Dead File Step 7 Closed Won Possible Result No Result Final Step In addition to possible results there are also action items you can incorporate into your process Action items include things like creating a quote creating the contract getting your manager to review the contract negotiating the deal with the client collecting funds making phone calls etc You can configure your process to launch specific actions upon the completion of certain steps For example PlanPlus Online can add a task to the task list of the user you choose to delegate a particular task to You can also use auto generated notes emails to your client and appointments to incorporate action items into your process The following is an example of a process with action items WIDGETS LLC SALES PROCESS Step 1 Step 2 Step 3 Qualify the Lead Action Automatic Thank You Email to Client Possible Result Determine Needs Step 2 Possible Result Dead File Step 7 Determine Needs Action Task Prepare Quote Possible Result Review Quote Step 3 Possible Result Dead File Step 7 Possible Result On Hold Step 8 Review Quote Action Appointment Review Quote with Manager Possible Result Negotiate Deal Step 4 Possible Result Dead File Step 7 131 132 PlanPlus Online System Administrator Training Page 132 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Possible Result On Hold Step 8 Negotiate
190. siom XML PDF Preview HTML Editi lt p gt lt font size 4 gt Dear Contact lt ffont lt br lt p gt lt p gt lt font size 4 gt Team Leads font lt br lt p gt Submit 10 To insert a mail merge field click in the body of the message where you want to insert the field and then click on the Add link next to the field you want to insert amp If you inserted a placeholder for the field in the text select the entire placeholder before clicking on the Add link PlanPlus Online replaces the placeholder text with the field code PlanPlus Online System Administrator Training 11 When you have finished your template click on the Preview link to review the template and check for errors PlanPlus Online displays the preview of the message Dear EF_FIRSTNAME It s been a while since we have heard from you We wanted you to see all of the new widgets we are currently selling at Widgets LLC Click the following link for more information www widgetsllc com NewProducts Sincerely EF AGENT 12 When you are finished previewing the message click on the Close button PlanPlus Online returns to the Email Templates page 13 Make changes to the message if necessary 14 When you are finished click on the Submit button PlanPlus Online displays the Email Templates page Record Updated Succesfully Email Templates G You can customize Emaii Teatpfates sent to your clients and to your internal users CIurn
191. stem Administrator Training Performance Lab Answers Perfecting Your Skills The Instructor will review the lab answers with everyone once everyone has finished Applying Your Knowledge 1 A default field is included in the application by default while a custom field is one that you create You can edit or completely remove a custom field from the application but you cannot delete a default field although you can change the field label and hide the field on page layouts In a list of fields the custom fields are preceded by the Custom Field label 2 Personal is the new sub tab label for the Fields 3 sub tab To edit the page layout for the sub tab click on the My Account tab click on the Organization Contact heading click on the Setup Page Layout link and click on the Contact Detail Page Fields 3 Subtab link to edit the page layout for the sub tab 3 You would use the Multiple String Values field type Page 78 PlanPlus Online System Administrator Training Unit 4 Importing and Synchronizing Data Unit Objectives e Understand and create CSV files e Import data into PlanPlus Online from other databases e Setup and configure synchronization settings with Microsoft Outlook Page 79 7 9 PlanPlus Online System Administrator Training Lesson 1 Comma Separated Value Files You may find that you have a lot of valuable information stored in other applications that you would like to have in PlanPlus Onli
192. t Your data file should be a text file with the CSV Comma Separated Value format Please note that to import Contact records the field First Name and Last Name are required i e you have to have a non empty column in your CSY file Name Fora sample of Contact CSV File Click Here CSV File Source C Documents and Settings Nick Moi i Browse CI Force every line in the CSV file as a new entity not recommended Additional Parameters Import Session 05 16 08 00 02am On Contact Name Watch if name match found merge records If name match and at least one phone or one email matches merge records o Unicode Please dont check unless you are are importing a 16bit unicode CS file Submit Enter a descriptive name for the import in the Import Session field 9 It is important to name the import session because it helps with troubleshooting If something goes wrong with the import session you can run an advanced search for the import session and delete all of the records Page 83 PlanPlus Online System Administrator Training 8 To specify how you want PlanPlus Online to deal with duplicate records select one of the following options for the On Contact Organization Name Match field gt If you want PlanPlus Online to merge two records that contain the same first and last name or organization name click on the If name match found merge records option gt If you want PlanPlus Online to merge tw
193. t formatting hyperlinks tables and images Page 128 PlanPlus Online System Administrator Training Unit 6 Process Builder Unit Objectives e Understand business processes e Configure process action templates for the action items in your process e Create processes and attach possible results and action items to each process e Attach processes to opportunities 129 130 PlanPlus Online System Administrator Training Lesson 1 Understanding Processes Every business uses processes Whether you are a sales organization a widget company a manufacturing plant a real estate company or a medical practice you have processes in place to help you track certain information complete important activities and increase efficiencies Some people are not even aware of these processes but they definitely exist and they help determine your level of success as a business Below is an outline of a typical process in a sales organization WIDGETS LLC SALES PROCESS Step 1 Qualify the Lead Step 2 Determine Needs Step 3 Review Quote Step 4 Negotiate Deal Step 5 Contract Signed Step 6 Receive Monies Step 7 Dead File Step 8 On Hold Step 9 Closed Won Possible Results In a perfect world the above steps would represent the flow of every client through a sales process However we all know that there are always hiccups and problems that arise throughout a process What happens if the client decides not to buy
194. t Edit amp You can define the page data and view access settings for the new role from this page Page 28 PlanPlus Online System Administrator Training The following table describes the three types of access you can set for the role 11 Allows Denies access to certain pages within the application such as the Main Menu tabs and the Sub Menu tabs Allows you to grant access to data records within the Organization Contact Opportunity and Lead databases Allows Denies access to certain views You can also select a default view for each record type To set the page access for this role click on the Edit link in the Access To Pages column for the role PlanPlus Online displays the Setup Access for Role page PlanPlus Onli Mon 19 an US n 1 ne May 2008 Home Organization T Contact Opportunity f Calendar e Acco E ia Setup Preferences User Administration Product Category Import Export Recycle Bin Welcome CEO Preferences Email Center Help Logout search all O Setup Access for Role East Coast Manager Please configure the page level access for East Coast Manager Invite a Friend gt Sales Application M Home I Weekly Planning Reports Dashboard gt Organization Summary Related Pages M Detail New Manage Views Related Pages Create Y Detail M Reports i Related Pages M Create Y Detail By Product Ml Advanced Search gt Contact Summary Rela
195. ta filters available in the Organization Contact and Opportunity applications These filters provide a quick and efficient way to narrow your data down to the specific items you want to view Using the data filters you can filter and sort contacts organizations and opportunities using criteria such as classification for example customer lead or prospect business line for example banking consulting or government or team lead user in your organization responsible for the data As a PlanPlus Online administrator you have the option of displaying these filters for your users or hiding them from their view In this lesson you will learn how to configure the filters and how to display or hide them from view Adding Filters To add filters to the Organization Contact and Opportunity applications use the following steps 1 Click on the Contact Organization or Opportunity tab PlanPlus Online displays the Home page for the application you selected w The Contact Home page is shown below Pencil icon Opportunity Calendar e My Account Invite a Frier f rone Y orenetan ge Views Summary New Manage Views Reports Lists By Product Advanced Search Welcome CEO Preferences Email Center Help Logoul Lo E search contacts search all Q Current Yiew Public amp Private Contacts umma MOOACOAAANCAAANNOAACCANONANA Contact Name Main Phone Email Address Create as a Contact Of
196. ta in file Submit Save Mappings amp You must now link the fields in your CSV file to the associated fields in PlanPlus Online so that PlanPlus Online knows where to store the new field data This process is called mapping The field names from the CSV file are listed in the first row CSV Header 10 For each field in the CSV file click on the Map To drop down menu and click on the PlanPlus Online field that you want to map to the CSV field Page 84 PlanPlus Online System Administrator Training amp To make importing in the future easier you can save these field mappings by entering a name for the mapping session in the Save Mappings field This option is helpful if you plan to import similar data in the future 11 When you are finished mapping the fields click on the Submit button 12 13 PlanPlus Online displays the Import Wizard Confirm to Import Data page Import Wizard Confirm to Import Data Q Please carefully inspect the data log below and if you think the data is correct click on Sudmit to import your data into the system Submit Cancel Q This will be your final step before the data is imported into the database 0 new record firstname Brandon lastname Dennis jobtitle VP Operations 1 new record firstname Troy lastname VVeeks jobtitle Sales Associate 2 new record firstname Daniela lastname Camacho jobtitle Admin 3 new record firstname Brian lastname McRay
197. te amp The following two sections explain how to create email templates in Plain Text and HTML format Page 110 PlanPlus Online System Administrator Training Creating a Plain Text Email Template Plain text files have no formatting There are no bold italics drop caps or other fancy font effects When formatting is not essential and you do not need to include graphics plain text files are a good choice for exchanging information Plain text email templates are similar to using Windows Notepad to create a document The tools for editing and formatting information are very limited To create a plain text email template use the following steps 1 From the Email Templates page make sure the Text Version tab is selected 9 The Text Version tab is the default tab To switch to the Text Version tab click on the Text option for the Content field 2 Enter a Name and Description for the template 3 Enter an appropriate email subject in the Subject field amp The Subject field becomes the subject of the email when you use the template to send a message 4 Begin typing the email message in the box 5 When you get to a location in the message where you want to insert a mail merge field expand the category containing the field by clicking on the category heading in the Mail Merge section PlanPlus Online displays the fields in the category you selected Company Profile L gin User Date Time Contact Cada yprer_Name
198. te Own You can select one of the following data access options for each of the four applications Organization Contact Opportunity and Lead Allows you to specify that users assigned to this role will inherit the data access settings of their supervisor Read All Gives users assigned to this role the ability to read and or Write All change all of the data in the particular application Organization Contact Opportunity Lead This setting is best suited to Admin Executive roles Read All Gives users assigned to this role the ability to read all of the Write Own data in the application while only allowing them to edit their own information Read Own Gives users assigned to this role the ability to read and edit Write Own only their own data in the application Page 30 PlanPlus Online System Administrator Training 15 Click on the drop down menu for each application and select one of the data access options 16 Click on the Submit button when you are finished PlanPlus Online returns you to the Setup Roles summary page 17 To set the view access for the role click on the Edit link in the Access To Views column for the role PlanPlus Online displays the Roles amp Views page Ce TT Setup Preferences User Administration Product Category ImporvExpoart Recycle Bin search all G Roles amp Views Role Views _ Enable Default Custom Views M ie Contact All Contac
199. ted Pages Y Detail M New Manage Views Related Pages Micreate M Detail Reports Related Pages Micreate M Detail Lists Related Pages M Create Y Detail Y By Product M Advanced Search D Opportunity Summary Related Pages V Detail New Ea Manage Views Related Pages Micreate M Detail M Reports Related Pages Micreate M Detail By Product Ml Advanced Search gt Calendar M Appointment M Advanced Search Report M settings D My Account Setup Related Pages Organization Profile Oo Option Values C Profle Value MlAccess Control Profle M Roles C Custom Fieis C Contact Relationship Email Templates Accounting Period ClNumberPool ClPageui M Process Builder M Print Report Layout Cl worknow Sync Parameters IM Web Service API M Preferences Related Pages V Email M User Administration Related Pages M Browse Micreate Meat MMove Mroles M ProductiCategory Related Pages LJ Edit ImporvExport Recycle Bin _ Update Page 29 PlanPlus Online System Administrator Training amp Each page has an associated check box If you want the role to be able to access the page make sure the check box is selected If you don t want the role to be able to access the page make sure the check box is cleared 12 Select or clear the check boxes for the pages
200. the electronic file and Edit Delete Update Value SALES STAGE 07 Closed Won No Due Date Final Step To create a process use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page Page 138 PlanPlus Online System Administrator Training 2 Click on the Opportunity heading PlanPlus Online displays the Opportunity section menu Setup Dropdown Menu Options setup Page Layout Sales Process Advanced Parameters Qppartuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transfer to Opportunity Communication Lo show Opportunities in Task List Opportunity Snapshot Layout VY PF 3 Click on the Sales Process link PlanPlus Online displays the Sales Process options Opportunity gt Setup Dropdown Menu Options gt Setup Page Layout gt Sales Process Templates Appointment Templates Templates Task Templates Templates Note Templates Templates Email Templates Process Step Display Options Email Motitication Assigned Due Display Process Log Inline High visual For Process Bar Process Bar Open By Default Display Process Bar in Mid Page Display Process Bar in Mew Ll Alloy Free Branching to Any Process Steps Process Step Priority Advanced Parameters Qpportuni Rules for Opportunity Sales Stage Opportunity Partners Automatic Email Transfer to Opportunity Communication Lo show Opportunities in Task List Op
201. the record 9 To merge the selected duplicate records click on the Submit button PlanPlus Online merges the records and displays the Merge Results page Adam Wright 1225412503 Adam Wright 1225053152 Email aw0617 cokimail com Merged Custom Field Newsletter Yes Merged COMPANY 5037970 Merged 10 Click on the Back to Summary button to return to the Contact application Page 191 PlanPlus Online System Administrator Training Lesson 5 Configuring Calendar Categories and User Colors You may find that you use the Calendar in PlanPlus Online more than any other application In this lesson we will introduce a few features that will make the Calendar application more functional and easier to use Customizing Calendar Categories You can easily customize the default appointment categories or create as many new categories as you need You can also change the color that PlanPlus Online uses to identify each category The following is the default Category drop down menu which is located on the Appointment Detail page Category Business Family Friend Personal To customize the Category drop down menu use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page PlanPlus Online re oroanizaton Y cotat Y opportunity Y caeno stration ProductiCategory Import Export Recycle Bin Welcome CEO Preferences Email Center Help Logout Invite a Friend Setup
202. the right side of the Sub Menu and then click on the Email Account Setup option 2 The changes you make during the Account Setup Wizard are just for the individual user who is making the changes They will not affect the company template or settings Page 23 2 3 PlanPlus Online System Administrator Training Unit 2 Users and Roles Unit Objectives e Create and manage user roles to control access to data pages and views in PlanPlus Online e Create and edit user accounts and groups e Configure and use calendar sharing Page 24 PlanPlus Online System Administrator Training Lesson 1 Managing Roles PlanPlus Online relies on roles to determine the pages views and data each user can access in the application All users need a role attached to their user account in order to access the system Some users need access to the entire system while others only need access to their own specific information For example consider an organization with an Executive team Sales Managers and Sales Reps Each of these individuals has important duties to perform but not all of them need the same access to information Consider whether you would want Sales Reps to be able to modify user accounts or edit their manager s Contacts database On the other hand however an executive or manager might need access to these things on a regular basis PlanPlus Online includes the following default roles e Administrator This role gran
203. the task notification if necessary 9 In addition to the notification settings you can also set several other default task settings By default PlanPlus Online sends an email to another user when you assign him or her a task If you do not want to send this email click on the Do Not Send Email option for the When assign Task to others field By default PlanPlus Online shows delegated tasks in your Daily Tasks list If you do not want to show delegated tasks select the Hide option for the Delegated Tasks field By default you can synchronize your Daily Tasks list with Microsoft Outlook If you want to allow your Daily Tasks list to be synchronized with Franklin Covey s Plan Plus for Outlook select that option for the Sync With field When you have configured the profile settings click on Next Page 18 23 24 25 26 27 PlanPlus Online System Administration 1 PlanPlus Online displays the My Email page of the Account Setup Wizard Account Setup Wizard 3 My Email ES SS My Email My Email If you g email account that allows for Pop3 or Imap4 setup you can configure the application to retrieve a copy of those email accounts This email center works in addition to an existing email account and will leave a copy of the email er If you leave your outbound settings blank you will be able to send en rom our default mail server You can also configure an email signature in text or html
204. to launch the synchronization process As a precaution you should backup your Outlook information prior to synchronizing amp To synchronize your data click on the Synchronize button in the CompanionLink for PlanPlus Online window or launch the executable icon from your Desktop CompanionLink performs the synchronization and displays a message when it is complete Click on OK amp To exit the CompanionLink for PlanPlus Online window click on Exit 103 104 PlanPlus Online System Administrator Training Unit Performance Lab Perfecting Your Skills In this unit you learned how to create CSV files and how to import those files into PlanPlus Online You also learned how to synchronize data between PlanPlus Online and Outlook The following performance lab allows you to review how to import and synchronize data Once you are finished wait for the instructor to review your work L Open the AdminPerformanceLab worksheet in Microsoft Excel Convert the worksheet to a CSV file Import the data from the CSV file into PlanPlus Online using the Advanced Import Option Organization Contact Sales Team import type Name the import session Performance Lab Map each field in the CSV file to the appropriate field in PlanPlus Online To make sure the data was imported correctly access the Organization application view the Detail page for an organization and verify that the Category field has been updated Organization Detail Page
205. to set up a group containing everyone in your organization You can then set access sharing privileges for all users on one page rather than working with one group ata time 2 Click on the Access Sharing link inside the user group box that you want to configure PlanPlus Online displays the User Group edit page with the Access Sharing tab selected User Group East Coast Team Edit Access Sharing Advanced Share Users Access With Administrator CEO Michael Jordan Tiger Woods Administrator CEO Michael Jordan Tiger Woods amp All of the users in the group are listed down the left side of the page To share a user s calendar with other people in the group move to that user s row and select the check box for each person that you want to grant access to moving from left to right As you hold the mouse pointer over each check box you will see a page tip explaining the access setting 3 Select the check box for all of the users you want to be able to share calendars 4 When you are finished click on the Submit button PlanPlus Online saves the access sharing settings and returns to the User Group page Page 44 PlanPlus Online System Administrator Training Give full access to everyone on the team with the exception of Serena Williams Do West Coast Team not give her access to the CEO s calendar Management Team Allow all team members full access to the calendars of the other team members Overlaying Calendars
206. to track your business processes in PlanPlus Online Configure and create views and reports Use Advanced Features including Lead Boomerang External Pages Recycle Bin Merging Records and Calendar Color Options Page 5 PlanPlus Online System Administration 1 Table of Contents Unit 1 PlanPlus Online Administrator Overview and Navigation BaSiCs c cceeceeeeeees 8 Lesson USING GOTOMECUNIE texcssccstantiesaunien tate A E R 9 Lesson 2 Creating a User Account siess soseveodsiacscasuvesdeiasstaavessladasasevees sings soouseescaessaceveees 11 Lesson 3 Completing the Setup WiIZard cccscccsccscceeceeeceeeeeseecseceeeeeueeeneeeeeesages 15 Umit Performance La sasstedscentiecetuartcdehtetn ed a a T seumenmdeaeey 22 Unit 2 Users and ROLES unre a e a tes eemess 24 kesson T Managing ROIS cussi aaa aa aa 25 LESSON YS ElSe E A E A veda gunreeeaeensanoes 33 Lesson Calendar SNanNE senidearen a a a a 43 Unit Perrormance LaDress a eae akoe eran 49 Unit 3 Custom Fields and Page Layouts ccssccsssssssssscsssssseoussossecsscosssesessssesseouseousss 52 Lesson Custom FIC OS isi0 35ssuac casuceenteatn sites ates a a E 53 Lesson 2 Default Fields and Drop Down MANUS ccsecceseceeceseecneceeceesceeneeeeceeeeaees 61 LOSSOM Page LAV OU S aruon eE ATE 66 Wnt Reromnance Labenne a 76 Unit 4 Importing and Synchronizing Data cccccseccseccseceseeesecesecaeceeeeseeeseeeeeaeeeeeees 79 Lesson 1 Comma Separ
207. tract Signed Branch to Step 5 Contract Signed Receive Monies Branch to Step 6 Receive Monies Dead File Branch to Step 7 Dead File Step 9 Closed Won Attach the signed contract and quote to the electronic file and Update Value SALES_STAGE 07 Closed Won i No Due Date Final Step Page 158 PlanPlus Online System Administrator Training Applying Your Knowledge 1 The three types of action items are e Update Field Value e Create an Appointment Task Note e Send Email 2 The Due In field indicates the number of days until the step must be completed to remain on schedule 3 Ifthe process does not appear in the list of processes to attach to an opportunity you have probably forgotten to publish the process 4 In the step in Process A where you want to branch to the other process you would set one of the possible results to branch to the correct step in Process B 7 159 PlanPlus Online System Administrator Training Unit 7 PlanPlus Online Views Reports Unit Objectives e Configure and apply filters e Create and edit Views Reports 160 PlanPlus Online System Administrator Training Lesson 1 Using Filters As you add more and more data to PlanPlus Online your lists of contacts organizations and opportunities will become longer To help ensure that you can always get to the data you need quickly no matter how much data you have added PlanPlus Online makes special da
208. trate transferable learning through performance exercises that measure all levels of learning Performance Labs Each unit ends with a performance lab to help you learn the material in the unit One section of the performance lab allows you to practice the skills in the unit while another section allows you to apply your knowledge Special symbols The manual uses two symbols that have special meanings Look at the samples below for an explanation of each symbol amp This symbol points out a note of additional information 2 lt This symbol indicates a shortcut for a procedure you just learned Instructor Guide symbols Icon Description Indicates a timing suggestion Indicates a potential problem area Suggests sample questions Indicates an area where explanation is required Indicates a file or folder that you should open Indicates a step or procedure you should follow Indicates a note of interest or additional material beyond what is in the student manual O R A OE O PlanPlus Online System Administration 1 Class Objectives In this course you will learn how to Create and manage individual user accounts and your corporate account Configure users roles and access sharing Create custom fields and configure page layouts Import data and configure Microsoft Outlook synchronization parameters Create and use Email templates Advanced Search and Contact Lists Use the Process Builder application
209. tration Product Expo Welcome Administrator One Preferences Email Center Help Logout L search all O Company Setup Setup Wizard Account Profile Manage Account ERP Backend Follow our Wizard steps to setup the application Update your company information Email server setting Help URL and Billing Setup Products Users Accounting Calendar and other backend Information parameters Organization Contact Setup Organization Contact options relationships page layouts and other General UI Security parameters Update Ul parameters tweak the application to suit your needs Setup Roles Role Access Access Control Profiles and territory engine Opportunity Calendar Snapshot Layout Setup Opportunity options Sales Process page layouts and other Adjust TimeZone Appointment Options and other Calendar parameters Setup Snapshot Layout for key entities parameters Task Custom Field Setup Task Options and other parameters Setup Custom Fields for the main business entities Email Templates Configure contents for your email templates 2 Click on the Account Profile Manage Account heading Page 33 PlanPlus Online System Administrator Training PlanPlus Online displays the Account Profile Manage Account section menu Account Profile Manage Account G Account Profile Manage Account Outbound Email setting Licenses amp Users 3 Click on the Licenses amp Users link Plan
210. ts Public amp Private M Contact Last Updated MoO Contact Private Contacts M Contact Public Contacts M iv Organization All Customers M C Organization Customers Wo Organization Last Updated s Opportunity All Opportunities M iz Opportunity All Opportunities Sales Team M C Opportunity All Opportunities Updateable Moo Opporunty by Dus Date M C Opportunity Last Updated Opportunities east Coast manager amp Each view has an associated check box If you want the role to be able to access the view make sure the check box is selected If you don t want the role to be able to access the view make sure the check box is cleared 18 Select or clear the check boxes for the views as necessary 19 In the Default column select the default view for each application amp The default view is the view that PlanPlus Online displays when a user with this role accesses each application 20 Click on the Submit button when you are finished PlanPlus Online returns you to the Setup Roles summary page Page 31 PlanPlus Online System Administrator Training amp To return to the PlanPlus Online Home page click on the Home tab Page 32 PlanPlus Online System Administrator Training Lesson 2 Users In this lesson you will learn how to e add additional user licenses e create new users e assign roles to users e edit a user e create and edit user gro
211. ts access to the entire application including the ability to set up and manage user accounts You would use this role for the administrator of the system as well as executives and other high level employees who need full access to the application e Manager This role is designed for managers directors and any other positions that have other employees reporting to them Users with the Manager role can access their own information as well as their team s information When pulling reports or queries PlanPlus Online includes only the information that falls within the Manager s team or group that they are actively managing e Agent This role is used for all other users It grants users access to their own information A user who has been assigned the Agent role can also see information relating to their team if the Administrator of the account configures the role with those privileges The Illustration below outlines the three default roles used in PlanPlus Online Admin Executives Manager Sales Mgr Manager Sales Mgr Agent Agent Agent Agent Rep Rep Rep Rep Page 25 2 K PlanPlus Online System Administrator Training As you can see the default roles work according to a hierarchy system Based on the previous example Administrators would have access to the entire database the Managers would have access to only the data for their team of Agents and the Agents would have access to their inform
212. ttings Nick Mol Browse CI Force every line in the CSY file as a new entity not recommended Additional Parameters Import Session 05 16 08 11 08am If name match found merge records lf name match and at least one phone or one email matches merge records F Unicode Please dont check unless you are are importing a 16bit unicode CS file On Contact Name Match Submit 8 Enter a descriptive name for the import in the Import Session field 9 To specify how you want PlanPlus Online to deal with duplicate records select one of the following options for the On Contact Organization Name Match field gt If you want PlanPlus Online to merge two records that contain the same first and last name or organization name click on the If name match found merge records option gt If you want PlanPlus Online to merge two records that contain the same first and last name or organization name only if at least one phone number also matches select the second option s The Force every line in the CSV file as a new entity option creates a new entity for every line of data regardless of whether or not it is a duplicate record This option is not recommended amp The Unicode check box is used when you are importing data in a language other than English For more information on this contact PlanPlus Online Support 10 Click on the Submit button Page 89 PlanPlus Online System Administrator Training PlanPlus
213. ty Ady Account Setup Preferences User Administration Product categary Imporvesxport f Recycle Bin 2 Inthe Sub Menu click on Import Export PlanPlus Online displays the Data Import Export page PlanPlus Online eR orsonizaion Y conia Setup Preferences User Administration Product Category Import Export Recycle Bin search all Q Data Import Export Import Click on the following links to import your records in CSY format If you have your organization and contact data in a single file please Organization CSV Import Contact CSV Import MS Outlook 2000 Contact CSV MS Outlook 2003 2007 Contact CSV gt Advanced Import Options 3 Click on the Advanced Import Options link Page 87 PlanPlus Online System Administrator Training PlanPlus Online displays the Advanced Import Options on the Data Import Export page Data ImpormlExport Import Click on the following links to import your records in CSW format lf you have your organizat between them Organization CS Inport Contact CS Import Contacts Microsoft Outlook 2000 Import MS Outlook 2003 2007 Contact CSW Advanced Import Options Organization Contactsales Team OrgiContact Relationships Gales Team Opportunity CustamerOpporunitt Sales Team Appointment Task Product Bug 4 Click on the link for the import type you want to perform PlanPlus Online displays the Import Wizard C
214. uectisvestaetcanesths 161 Page 6 PlanPlus Online System Administration 1 Lesson 2 Managing Views and R ports cccccssecsscceeecseceeeesecesceeeeeeseeeeeeseseeeeeeees 165 Unit RErOrmanCe ab ereire N 174 Umts Advanced Feat res coisina E 177 Lesson Te Cegd BOONIEN ANS sacedinscweacosaceanessaces i aa 178 Lesson 2 Configuring External Pages icc iwsersoccptel eavtacessddsincssaetoasaieecs a 182 Lesson RECVCle Bilerara a E a 187 Lesson 4 Merging Duplicate RECOIrS cccccssccssecseeeeccescceeeeeeceeeeeeceeseeeeeteeceseeaeees 188 Lesson 5 Configuring Calendar Categories and User Colors cccccecceeseeeeneeeeeeees 192 METO E EAE IA T E AA E E A T EAE DEE A E mere Pere E Toren 199 Page 7 PlanPlus Online System Administration 1 Unit 1 PlanPlus Online Administrator Overview and Navigation Basics Unit Objectives e Understand GoToMeeting settings optional e Create a user account e Complete the Account Setup Wizard Page 8 PlanPlus Online System Administration 1 Lesson 1 Using GoToMeeting Throughout this online training we will be using the online meeting site GoToMeeting com GoToMeeting is a very effective tool for delivering online training It is our goal to help you understand the basic functions of GoToMeeting so that your training is both informative and enjoyable The following is a brief overview of GoToMeeting amp This overview assumes you have already logged in to GoToMeetin
215. uild and edit views you are simultaneously building and editing a corresponding report To create a view or report in the Organization Contact or Opportunity applications use the following steps 1 If necessary navigate to the Views Reports page by clicking on Views Reports from the Sub Menu of the Organization Contact or Opportunity Home page PlanPlus Online displays the Views Reports page New Views Reports Lists By Produc Advanced Search Welcome CEO Preferences Email Cente Help Logout Summary search contacts search al O ge Custom Reports Q A Custom Report uses the same definition as a Custom View which is a pre defined or user defined List Definition tt specifies exactly what data you want to see and what fields you want to see in the list Click on Create New Report to create a new Report or click on an existing Report link to see update the definition of that Report To view the result of a report or get a CSV format file export please click on E view Search by keyword Report link of a selected report PTurn On Off Explanations ff Quick Search w o Show Disabled Views Reports Default Edit Details Description Type _ Print Report Export CSV O Serena Clients Serena Clients Personal amp Print Report Export CSV File Basic Contact Information Basic Contact Information Personal Print Report Export CSV File Next Follow Up D
216. ups You can create an unlimited number of users in the PlanPlus Online system however users can only access the system if you have assigned them a role Each assigned role correlates to a user license For example if you purchase 20 licenses you can assign roles to up to 20 users You might have more than 20 user accounts set up in the system but only the 20 users with assigned roles can log in The benefit of this is that you don t have to create and delete user accounts in order to manage access to the system If an employee resigns and you hire another in his her place you can simply grant the same role to the new employee The former employee s user account and any data that it may contain can remain intact within the system If your company has purchased 20 licenses which are being used you must purchase additional licenses if you have more than 20 users who need to log in After you purchase the licenses you can then create the users assign them a role and they will then be able to log in to PlanPlus Online You can easily track both the number of allocated licenses your company has purchased as well as the number of licenses that you are currently using Adding Additional Licenses To allocate additional licenses to your company use the following steps 1 Click on the My Account tab PlanPlus Online displays the My Account page PlanPlus Online Se oroenizaton Y cortet Invite a Friend Setup Prefere minis
217. users their roles and access sharing Single User Account 36 To specify whether your account will be shared with other team members or if you are a single user click on Team Account or Single User Account Once you make a selection PlanPlus Online displays the Finish button 37 Click on Finish to complete the Account Setup Wizard PlanPlus Online displays the Home page amp If you selected Team Account PlanPlus Online displays the Manage License page of the Subscription amp User Setup wizard so that you can set up the additional users for your team For more information on setting up additional users refer to Unit 2 Users and Roles 3 lt You can also access the Account Setup Wizard by clicking on the My Account tab clicking on the Setup Wizard heading and clicking on the Quick Start Setup Wizard link Page 21 PlanPlus Online System Administration 1 Unit Performance Lab Perfecting Your Skills 1 Access the My Profile page of the Account Setup Wizard and change the time zone to MST 2 Also on the My Profile page of the Account Setup Wizard set your Daily Agenda and Tasks notifications to be emailed to you at 7AM daily Move to the next page of the Account Setup Wizard 3 Onthe My Email page of the Account Setup Wizard choose one of the default text email signatures Move to the next page of the Account Setup Wizard and then return to the Home page Applying Your Knowledge 1 Once you have completed the A
218. v ri Submit 6 Enter a description for the field group in the Description field w The Description is the name of the Group It will not be displayed on the page 7 Enter the section header in the Section Header field amp The section header is the name that PlanPlus Online displays with the group on the page in the application and should describe or summarize the fields within the group For example if you are creating a group of contact information containing phone email and address fields you might name the group Contact Info 8 Enter a Hex code or color name in the Background Color field 9 Select the number of columns you want to use to display the fields in the group from the Column drop down menu 10 The Minimize check box gives you the option of minimizing the field group initially When the user selects it PlanPlus Online expands it 11 Click on the first Field drop down menu and select a field to add to the field group 12 Type a label in the Label field s Enter a Hex code or color name in the Color field if you want to display the field text in a particular color 13 Continue adding fields to the group as necessary Page 70 PlanPlus Online System Administrator Training amp Ifyou want more than three fields in the field group click on the Submit button to save it and then reopen it to add more fields PlanPlus Online will display three additional boxes 14 When you are finishing adding fields clic
219. w Opportunities in Task List Opportunity Snapshot Layout t VT FP 3 Click on the Setup Page Layout link Page 61 PlanPlus Online System Administrator Training PlanPlus Online displays the page layout options for the application you selected The following displays the options for the Opportunity application t gt gt gt Opportunity fal Opportunity Opportunity Detail Page Main Section Opportunity Detail Page Subtabs Opportunity Detail Page Fields 1 Subtak Opportunity Detail Page Fields 2 Subtak Opportunity Detail Page Fields 3 Subtak Opportunity Detail Page Fields 4 Subtak Opportunity Detail Page Fields 5 Subtak Opportunity Detail Page Fields 6 Subtak Opportunity Detail Page Readonly View Qpportunity Create Page Automatic Email Transfer to O show Opportunities in Task List Opportunity Snapshot Layout Sales Process Advanced Parameters Qppartuni Rules for Opportunity Sales Stage Opportunity Partners ortuni Communication Lo 4 Depending on the application you want to edit click on one of the following links Organization Detail Page Main Section Contact Detail Page Main Section or Opportunity Detail Page Main Section PlanPlus Online displays the Page Layout Editor page for the application you selected The following screen is for the Opportunity Detail page Page 62 Setup For Myself 2 Column Mode v Column 1 Field Opportunity Name X L
220. w York 21013 5600 James Drive Holdernesse Florida 15127 3200 James Way Dennis New York 21013 7000 Appleton Drive Gambarana Louisiana 13655 s Any filters you chose to hide will no longer be visible amp Ifyou hide all of the filters PlanPlus Online will display the pencil icon the right of the A Z tabs Page 164 details details details details details to PlanPlus Online System Administrator Training Lesson 2 Managing Views and Reports In PlanPlus Online views and reports share the same basic definition Both consist of a data source a set of fields to display in columns and a set of search criteria Although they share the same definition views and reports have different uses in PlanPlus Online You use views to interact with your data in real time within the PlanPlus Online applications while you use reports to capture a point in time snapshot of your data for publishing or further analysis As a PlanPlus Online administrator you will soend the majority of your time performing functions that your clients do not have the knowledge or time to complete One of these functions will be creating custom views and reports related to your clients business and industry You can create new views and reports or review pre defined views and reports from the Views Reports page of the following applications in the PlanPlus Online Sales Edition e Organization e Contact e
221. y day in a calendar view Contact Activities Note Contact Note report Time Contact Contact Next Call Contact Calls Made Contact Calls Time Page 167 PlanPlus Online System Administrator Training s This is the page where you set your default Views for the chosen application 2 Click on the Create New View Report button PlanPlus Online displays the View Report Definition page View Report Definition This is the definition page for a Custom View Report You can specify your filter criteria in the Customize Rows section You can specify the columns to display and their display order in the Customize Columns section And finally you can specify the fields to be included in your report in the Report Columns section PTurn On Off Explanations Name Description Disable D Search Criteria This viewisbasedon All Contacts All Contacts Updatable All Contacts Sales Team Private Contacts Public amp Private Contacts gt Plus the following criterias Private Contact z Display Name gt Contact Number First Name z Last Name z Phone gt Email z Address Line 1 z Address Line 2 z Cien BC aa i i Select Columns for View Available Columns a gt Selected Columns SS Contact Name Classification First Name A Last Nam All Phones Address Title lt Main Phone Vv
222. you can design your own signature and paste the HTML code into the box amp To preview your personal information click on the Preview link PlanPlus Online opens a separate window containing your contact information Click on the Close button when you are finished 5 To display information about your company on your External Page select the About Company check box Page 184 10 11 12 13 14 15 PlanPlus Online System Administrator Training PlanPlus Online enters a default title for the company section in the Title field and begins the content for the section in the Content field Edit or replace the information in the Title field In the Content field enter the information you want to display about your company amp PlanPlus Online displays the information you enter into the Content field in paragraph format on the External Page To display information about yourself on your External Page select the About Myself check box PlanPlus Online enters a default title for the About Myself section in the Title field Edit or replace the information in the Title field In the Content field enter the information you want to display about yourself amp PlanPlus Online displays the information you enter into the Content field in paragraph format on the External Page To display your Calendar on your External Page select the My Calendar check box If you want to include the names of your appointments
223. you click on the Branch To drop down menu PlanPlus Online displays the steps in the current process first followed by the steps in other published processes You can branch from the current process to a step in another process by selecting it from the drop down menu 4 Tocontrol the order in which multiple results are listed in the process specify a sequence number in the Sequence field 5 Enter additional possible results for the step if necessary 6 When you are finished click on the Submit button PlanPlus Online saves the changes and refreshes the page Results Result Description Branch To Sequence Delete Determine Needs Step 2 Determine Needs 1 0O Dead File Step 7 Dead File vip JD m 0 2 7 When you are finished entering all of the possible results for the step click on the Process link name of the process at the top of the page Process af Widgets LLC Sales Process Page 146 PlanPlus Online System Administrator Training PlanPlus Online returns to the Edit Process page Sep l Gai The Lead Using your company s Lead Scoring System how does this tlie Edn Delete fa nD Daye Determines Heede Branch bo Shep d Geter heey Deed File Bran io Sep 7 Dead Fie Sep 7 Detamine Meads Cetemine the needs ofthe client dnd make lisi From is H i Eon Geen Dus in 0 Deane Sen gt Fov ew Due Forera the quote with your manager aed then with the client Edt Delete Cas in 0 Gii Eip d Hegetiaie Deal M

Lesson 1 - PlanPlus Online

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