Planful Marketing | Knowledge Base
About Planful Marketing
Recent Product Updates
Planful Marketing Overview
Introduction to Planful Marketing
Home Page
Manage Page
Expenses Page
Budget Page (Admin Only)
Dashboard
Calendar Page
Filters
Frequently Asked Questions
Manage Goals, Campaigns, and Expense Groups
Anatomy of the Manage Page
Important Concepts for the Manage Page
Creating, Updating, and Deleting
Manage Expenses
Getting to Know the Expenses Page
Anatomy of an Expense
Selecting and Updating Expenses
Adding Expenses
Dashboard - Spending vs. Budget
Metrics
Import / Export Data
Anatomy of the Import / Export Data Page
Export Data
Import Data
Automated Invoice Processing
Integrations
Google Ads
Linkedin Ads
Facebook Ads
Hubspot
Salesforce
Single Sign-On
Administering Your Budget
Anatomy of the Budget Page
Updating Your Budget
Other Administration
Administering Your Team
Recent Product Updates
Back to home
Planful Marketing | Knowledge Base
Recent Product Updates
Planful Marketing Overview
Introduction to Planful Marketing
Home Page
Manage Page
Expenses Page
Budget Page (Admin Only)
Dashboard
Calendar Page
Filters
Frequently Asked Questions
Manage Goals, Campaigns, and Expense Groups
Anatomy of the Manage Page
Important Concepts for the Manage Page
Creating, Updating, and Deleting
Manage Expenses
Getting to Know the Expenses Page
Anatomy of an Expense
Selecting and Updating Expenses
Adding Expenses
Dashboard - Spending vs. Budget
Metrics
Import / Export Data
Anatomy of the Import / Export Data Page
Export Data
Import Data
Automated Invoice Processing
Integrations
Google Ads
Linkedin Ads
Facebook Ads
Hubspot
Salesforce
Single Sign-On
Administering Your Budget
Anatomy of the Budget Page
Updating Your Budget
Other Administration
Administering Your Team
Recent Product Updates
Recent Product Updates
Find details about what was included in product releases
Product Update - February 22, 2023
Product Update - January 19, 2023
Product Update - December 14, 2022
Product Update - November 02, 2022
Product Update - September 22, 2022
Product Update - August 4, 2022
Product Update - June 24, 2022
Product Update - June 1, 2022
Product Update - April 26, 2022
Product Update - March 15, 2022
Product Update - February 7, 2022
Product Update - December 10, 2021
