Planhat

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

Customer Status

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!

Define the data points you want to see on cards in the Board view

How to tag conversations and notes in Planhat

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 Customer 360 view

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 to merge customers profiles and what happens to the data.

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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