This webinar covers some of the basic features and use cases of Planhat, including:
Organise your data in the Data Module
Manage Tasks and day-to-day workflow
Understand your customers in the Account Profile
Get insight into your portfolio in the Bubble Room!
Throughout the webinar, we try to cover little tips and tricks to keep you on your toes and ensure you know your way smoothly around Planhat!
This webinar is designed for anyone new to Planhat. The aim is to help new users become confident in finding and taking action on the rich amounts of data in Planhat.
Thank you, and let us know if you have feedback on how they can be improved.