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Getting started as a Planhat Admin
Getting started as a Planhat Admin
Start here if you're a new Planhat Admin, we'll advise you on the set-up of your Account
+2
11 articles in this collection
Written by
Sarah Jones,
Christian Dreyer,
Justine Rens
and 2 others
Overview
Guide for Planhat Admins to Get Started
A quick guide to get your company's Planhat environment set up for long term success
Written by
Justine Rens
Updated over a week ago
Get your data into Planhat
Ways to Segment Your Customers in Planhat
Not all of your customers are going to have the same needs, or offer the same value. That's where customer segmentation comes in.
Written by
Christian Dreyer
Updated over a week ago
How to Create Custom Fields
Learn how to create your very own custom fields in Planhat
Written by
Christian Dreyer
Updated over a week ago
Custom Fields and their Types
How to add and use the different field types found in Planhat
Written by
Christian Dreyer
Updated over a week ago
Manage Field Shortcut & Field Description
Right click on column headings to access manage field
Written by
Alberto Lambert
Updated over a week ago
My Portfolio Filter/View
See only what's relevant to you, with a user-dynamic filter view
Written by
Daniel Sternegard
Updated over a week ago
Start setting up the Basics
Playbook Examples and Templates
We give you some suggestions and guidelines for creating Playbooks in Planhat.
Written by
Sarah Jones
Updated over a week ago
Give your team the right access and help them get started!
Setting up Teams in Planhat
It often happens that Customer Success teams are divided up by geographical regions, different offices, or by function.
Written by
Christian Dreyer
Updated over a week ago
Getting Started as a new Planhat User🚀
Your go-to-guide on how to get started with Planhat
Written by
Sarah Jones
Updated over a week ago
Advanced settings
How to Create Link Tags
Link tags are a great way to be able to have a direct link to another system, database, or important data right on the Customer 360 view.
Written by
Christian Dreyer
Updated over a week ago
Conditional Colouring
Colour fields conditionally for at-a-glance action
Written by
Daniel Sternegard
Updated over a week ago