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

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12 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

Field Trace

See where, when, how and by whom your fields are being used

Written by Alberto Lambert
Updated over a week ago

Conditional Colouring

Colour fields conditionally for at-a-glance action

Written by Daniel Sternegard
Updated over a week ago