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Communications & Collaboration Tools

Communications & Collaboration Tools

Communications

Using Email Communications Within Other Tools

Emailing a BEO from the Communications Tool

Privacy Settings in Email Communication Setup

Overview - How Does the Communications Tool Work

Managing/Replying to Emails

Connecting your Google Email Account to Planning Pod

Managing Emails in Batches with Checkboxes

Linking/Unlinking Emails to Events and Leads

Using/Managing Attachments in Emails

The Action Button within your Communications Inbox

Creating Email Drafts within the Communication tab

Setting Default Email Templates for Notifications

Customizing Default Email Messages

Using the "Clear from Inbox" action within the Communication tab

Troubleshooting Common Email Challenges in your Planning Pod Account

Emailing a Proposal, Invoice or Contract from the Communications Tool

Using the Communications Dashboard

Best Practices for Email Deliverability with Planning Pod

Composing and Sending an Email Message

Setting Up Your Email Address in Planning Pod

Archiving Emails

Connecting Your Outlook Email Account to Planning Pod

Managing Communications in Events and Leads

Assigning & Labeling Contacts to Leads/Events

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Vision Board

Adding/Uploading Images From Dropbox, Google Photos & OneDrive on the Vision Board

Adding a Title/Description and a Comment to a Vision Board Image

Changing Image Size for Vision Board Images

Adding/Using Vision Board Categories

Managing Vision Board Images in Batches With Checkboxes

Overview - How Does the Vision Board Work

Adding/Uploading Images to the Vision Board

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Contacts

Importing Contacts From a File

Importing Contacts From Another Application

Exporting Contacts

Attaching Files to a Contact

Granting Contacts Access to Your Account

Managing Duplicates of Contacts

Tagging Contacts

Overview - How Do Contacts Work

Adding an Image to a Contact

Using the Filter and Advanced Search Features for Contacts

Adding a New Contact

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Forms Builder

Importing a Forms Builder Template Into a New Form

Collecting Responses to a Form

Managing Form Settings

Viewing/Downloading Form Responses

Adding/Managing Questions/Form Items

Editing the Responses to a Form

Adding a New Form

Overview - How Does the Forms Builder Work

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Client Portal

Overview - What is the Client Portal and How Does It Work?

For Clients - What is the client portal and how do I use it?

Managing Payment Methods in the Client Portal

Collecting Signatures Using the Client Portal

Message Board

Viewing a Message Thread on the Message Board

Posting a New Message (With File Attachments)

Overview - How Does the Message Board Work

Replying to Messages via the Message Board