An intro to upgraded Planhat (ws.planhat.com), training and setup guides
Learn how Planhat's AI functionality can increase your efficiency
How to sync data and automatically act on data via the App Center
How to set up Portals - collaborative hubs for you and your customers/prospects
Projects and Sequences for automated tasks and emails
Specialist features for Service Delivery / Professional Services etc.
System Reports, Licenses, Sales and currencies
Built-in features of upgraded Planhat in the top gray bar or in the top left of your Home
What Pages are, how to design them and how to organize them
How to sync your email and calendar, and other email tips
Planhat data models, calculated metrics and more
Health Scores, notifications and more!
Articles on the newest version of Planhat: Planhat OS