PlanProphet - Deals
In this video, you will learn how to create and track deals, commonly referred to as job opportunities

Planprohet Orientation Video
In this video, you will see a general introduction to PlanProphet. This will include a description of the home tab, the customer view, the tabs on the ribbon, and the help center.

PlanProphet - Communications
In this video, we will walk through how to edit an existing communication within PlanProphet. You can follow the same steps to create a new one as well.

PlanProphet - Communications List
In this video, you will learn about each of your default communications.

PlanProphet - Reporting
In this video, we walk through how to find and edit an existing report within PlanProphet or create a new one

PlanProphet - Proofs
In this video, you will learn how to create and send a proof through PlanProphet as well as what follow up options are available and how to set them up for your center.

PlanProphet - Prospects
In this video, you will learn how to create a single prospect or upload an entire list of prospects. You will also see where to update your customizable prospect stages.

PlanProphet - Dashboards
In this video, you will learn where to find existing dashboards, how to edit them to your needs, and how to create one from scratch.

PlanProphet - Billing Automation (Pace)
In this video, you will find the settings to enable and disable automatic invoicing and statements both at Global and Account levels.

PlanProphet - Billing Automation (Printer's Plan, PrintSmith, and PressWise)
In this video, you will find the settings to enable and disable automatic invoicing and statements both at Global and Account levels.