Communications & Collaboration Tools

• How to Set Up your Email Communications
• Technical Help: Certain Drop-Downs aren't letting me choose options.

Communications

• How Email Auto-linking Works in Planning Pod
• 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

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

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