Data - static CRM data (data models and fields)
How to think about data in Planhat
Tracking changes over time using StatesLogs
Data Models
Renaming Models
Campaign, Workspace and Objective models
Working with Assets and Projects
Working with Invoices
Working with Licenses
Working with Opportunities
How to use Group Structures
How to Bulk Assign Owners and Co-Owners to Multiple Companies
Data Model: Company
Data Model: End User
Data Model: User
Data Model: License
Data Model: Opportunity
Data Model: Sale
Data Model: Invoice
Data Model: Churn
Data Model: Task
Data Model: Conversation
Data Model: Workflow
Data Model: Time Entry
Data Model: Timesheet
Data Model: Issue
Data Model: NPS
Data Model: Asset
Data Model: Project
Data Model: Objective