Customer resources

Everything you need to be get up and running quickly with SalesMethods apps; supporting your self sufficiency with detailed user guides, actionable insights and practical techniques.

Explore guides and resources below…

Plan2Close - build & develop

Release notes

Historical release notes.
Notes

User guides

Step-by-step basic and more advanced feature guides.
Training

Training videos

Deep-dive how-to’s and practical technique training videos.

Need support?

Have a question or something not working as it should be? Our experts are on hand to get things resolved quickly.

Get support