Planhat

Christian Dreyer

What the CSM score is and how it can be used

Learn how to view your child account data on the parent account profile

A short guide on how to manually add a company into Planhat

You're able to create a task that repeats automatically in Planhat. Check this article out to learn how!

You are able to upload documents to a customer profile page. The list of all the approved document formats below.

How to tag conversations and notes in Planhat

You can use tags in several powerful ways in Planhat. We go over how you can use, add and remove them on a company and end user level.

How Planhat calculates the 9 week usage trend on the Customer 360 view

How to merge customers profiles and what happens to the data.

What different Customer Statuses mean and how they are assigned/changed

In Planhat there are 2 ways to mark churn, on the company level and on the license level. This article goes over the use cases for both

You can move a contact from one account to another without losing all the data.

What a featured user is in Planhat and how to create a featured user.

What the user relevancy score is in Planhat and how to use it in your customer success strategy

When a customer profile does not have an external ID it can cause some issues with user activity data. The fix is quick and simple!

Some reasons contacts might not be getting added to a company profile in Planhat

In this article we explain in a few steps how to unarchive End-Users in Planhat.