Planhat

Tips on how to consider data structure and relationships in Planhat

How to think about data in Planhat

Visualise the time your customers spend in different phases

Tracking changes over time using StatesLogs

Chris

Christian Dreyer

Daniel Sternegard

Data - static CRM data (data models and fields)

A summary of the different data models in Planhat, their distinct personalities and how to think about them

Data Models

Rename models in the UI to make Planhat speak your language

Renaming Models

Three models for even deeper customer work

Campaign, Workspace and Objective models

Data models in Planhat to help you handle complex use cases of additional attributes for your customers

Working with Assets and Projects

Working with Invoices

Learn about how licenses / subscriptions work in Planhat

Working with Licenses

Learn how to create sales stages, add opportunities, manage your sales pipeline and much more!

Working with Opportunities

How to use Group Structures

How to Assign an Owner or Co-Owner to Multiple Companies

How to Bulk Assign Owners and Co-Owners to Multiple Companies

Data models

How to add and use the different field types found in Planhat

Custom Fields and their Types

Learn how to create your very own custom fields in Planhat

How to Create Custom Fields

Colour fields conditionally for at-a-glance action

Conditional Colouring

Data sync of rich text fields

Right-click fields to see their change history

Field History

Field Trace

Bulk update fields in Data Explorer by selecting the records and then "Set Field"

Bulk Update Fields

Fields - general/introduction

A brief introduction to understanding what Formula Fields are and how they work.

Formula Fields Overview

How to build Formula Fields

Formula Field Examples

Troubleshooting Formula Fields

Formula Fields

Planhat allows you to track the adoption of each of the features, modules, and products you offer

Success Units

Learn how to create custom Conversation Types in Planhat

Conversation Types

Learn how to customize Company "Lifecycle Phases" in upgraded Planhat, and why Phases are useful in customer/prospect management

Lifecycle Phases

Learn how to log churn and how to use the Churn data model

Logging and tracking reasons for Churn

Peter Robitaille

Specialist fields

How to use filters and what you can achieve with them

Designing and Building Filters

Not all of your customers are going to have the same needs, or offer the same value. That's where customer segmentation comes in.

Ways to Segment Your Customers in Planhat

Filter the "top n" or "bottom n" entries by metrics and numeric fields

"Top/Bottom List" Filters

Learn how to use the “Before (Days Ago)” and "After (Days Ago)" filter options in Planhat

How to use the “Before (Days Ago)” and "After (Days Ago)" Filter Options in Planhat

How to use the "filter lock" feature

Filters

Click here for app.planhat.com Help Center

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Track the progress of all tickets related to your company.

Tickets portal.

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