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Planhat Modules

Planhat Modules

How to use the core modules in Planhat

Sarah Jones avatar Grant Dreyer avatar Nathalie Krook avatar +1
13 articles in this collection
Written by Sarah Jones, Grant Dreyer, Nathalie Krook and 1 other
Actions

The Actions tab

How the Actions tab helps you prioritise and manage your time
Nathalie Krook avatar
Written by Nathalie Krook
Updated over a week ago
Customer Intelligence

Calculated Metrics

Everything you need to know about Calculated Metrics
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Written by Christian Dreyer
Updated over a week ago

Trends & Analytics

Everything you need to know about the User Activities, Company Metrics, Conversations, Tasks and Revenue Pages
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Written by Christian Dreyer
Updated over a week ago

Calculated Metrics Use Cases

Examples of how you can use Calculated Metrics.
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Written by Christian Dreyer
Updated over a week ago
The Conversations Module

Using the Conversations module

An overview of key features in the Conversations module
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Using Merge Tags in Planhat Emails

When you're creating email templates in Planhat you can use merge tags to help customize that email and save you time
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Creating Email Templates

How to create and access email templates in Planhat
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Written by Grant Dreyer
Updated over a week ago
The Survey Module

The NPS Module

How to set up your NPS surveys in Planhat
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Written by Grant Dreyer
Updated over a week ago
The Team Module

Portfolio Numbers in Team List

An overview of the columns available in the Team List view
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Written by Grant Dreyer
Updated over a week ago

Team Insights Matrix

How the team insights matrix works in Planhat
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Designing Roles in Planhat

Roles in Planhat allow your team members to have a more tailored view of the application so that their view is exactly what they need.
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Written by Grant Dreyer
Updated over a week ago

Setting up Teams in Planhat

It often happens that Customer Success teams are divided up by geographical regions, different offices, or by function.
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Written by Grant Dreyer
Updated over a week ago

Recent Activity

This is where you're able to see all of the events/actions taken by your team to be able to have a full history and overview.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago