PlanPlus CRM Real Estate Softw
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Uploaded videos
1-10 of 19-
Add Contact to Drip Campaign
PlanPlusRealEstate
70 views
This video assumes that you have already created the drip campaign and the saved searches and page layouts required.
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Managing Under Contract Opportunities
PlanPlusRealEstate
63 views
Real Estate video for managing under contract (in Escrow) properties as Opportunities in PlanPlus.
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Manage Tasks associated with a new Listing or New Contract
PlanPlusRealEstate
60 views
Demonstrates how to avoid "over automating" your CRM with useless tasks. Use field groups and page layouts to create simple checklists for you activites and add tasks to th...
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Buyer Criteria
PlanPlusRealEstate
41 views
Real Estate Edtion: Where to put the home buyers criteria
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PlanPlus Tasks & PlanPlus Online
PlanPlusRealEstate
121 views
A great productivity tool for keeping your daily tasks organized with PlanPlus. I recommend it.
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PlanPlus Tasks- Browser Demo
PlanPlusRealEstate
1,166 views
A brief overview of the PlanPlus Tasks online app. This app connects with the PlanPlus Tasks for Android and PlanPlus Tasks for iPhone.
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PlanPlus Tasks for Android- Setup
PlanPlusRealEstate
8,412 views
FranklinCovey Task management for Android, Setup video for PlanPlus Tasks for Android, with sync to Microsoft Outlook, PlanPlus for Outlook, and PlanPlus Online
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Process Builder Overview
PlanPlusRealEstate
559 views
Start here for a complete overview of how and why to use the process builder in PlanPlus Online. After watching this video you can review the various other videos that wil...
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Process Builder 3 Reports - PlanPlus Online
PlanPlusRealEstate
92 views
This video discusses 3 separate process builder reports
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1 of 2 Process Builder- PlanPlus Online
PlanPlusRealEstate
150 views
Discusses why you would want to use the process builder and how to begin building your first Process.
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