FranklinCovey Software Videos
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Contact Processes - New Features
mikejmor
Now show contact process steps on home page and on detail page.
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vCal Invites with Appointments
mikejmor
2 views
Demonstrates how to make sure all appointments are sent using vCal invites
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Page Layout Order- Sequence
mikejmor
1 views
Adjusting page layout order- sequence of fields
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New Drip Campaigns for NAEA 3-5-2012
mikejmor
21 views
3 New Drip campaigns available for the NAEA edition of PlanPlus Preview here.
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Contact Sales Process- Buyer-Seller Prospect
mikejmor
29 views
NAEA edition of PlanPlus, now has Contact Sales Processes for Buyer and Seller Prospcting.
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Reports for Leads Tab
mikejmor
5 views
Demonstrates the lead reports available.
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Admin Settings for Leads Tab
mikejmor
6 views
Demonstrates some of the Admin Settings available for the Leads Tab
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A Day in the life of a Lead Qualifier
mikejmor
5 views
Using the Leads tab to manage your way through qualifying leads. (also relates to the Managing leads video, and Leads Admin video)
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Managing Lead Qualifiers
mikejmor
3 views
Demonstrates how to perform some basic tasks of a manager including importing leads, creating lead views, templates, and running reports.
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Setting up Drip Campaigns (NAEA Template)
mikejmor
14 views
Video for members of the National Association of Expert Advisors. These email templates will be available in your account and this video demonstrates how to set them up fo...
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