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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
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
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