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How to create plans in Fingertip? (3.23)

Last Updated: Sep 06, 2016 06:16PM EEST
  • The Plan is a sort of portfolio into which you can group content you have in Salesforce.
  • With Plans you can create basically a view where you pull in from every object that you use.
  • You can use plans to manage projects and run meetings.
  • The Plan object has different views that allow you to use the plan for many different purposes.
  • You can add any Salesforce object (for example: Decisions, Tasks, Accounts, Contacts) to a plan to see the bigger picture.
  • The plan is also a great tool for running your meetings.








Since Fingertip connects to all Salesforce.com objects, you can add any of these objects to your plan.
 
  1. First you click from the plan overview on the orange button called ‘Add Item’.
  2. Then choose what type of item you want to add.
  3. Afterwards you search for the item by entering keywords in the search bar.





Keep your plan organized by adding sections.


 
  • In the Plan you can group objects such as Decisions, tasks and accounts.
  • You need to add people to your Plan in the same way you add people to a Decision.
  • Otherwise nobody will be able to see the Plan.
  • The Plan has different view options.








 

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