Customer management
By Christian and 1 other2 authors19 articles
- Why can't I see any logged activities?
- What is a CSM Score?
- How to View Child Company Data on a Parent Company Profile
- How Do I Manually Add a Company or End-User?
- How to create and use recurring Tasks in Planhat
- Why can't I save my Planned Activity?
- What types of files can I upload to Planhat?
- How is the 9 week usage trend calculated?
- How to Merge Companies
- Customer Status
- Difference between logging a Company and a License as churned
- How to merge End Users
- What is the Primary field on the End User model?
- Featured End Users
- Planhat Machine Learning (ML) features
- Removing and Archiving End Users
- How to unarchive End Users
- Why are some End Users not automatically being added to a Company?
- Why do some active users have no activity data in Planhat?