Planhat

Why can't I see any logged activities?

What the CSM Score is and how it can be used

Learn how to view your child company data on the parent company 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 Planhat calculates the 9 week usage trend on the Company Profile

How to merge Companies, 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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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