FAQ

Frequently Asked Questions about Planhat

Niklas avatar Sarah Jones avatar Diego Checa avatar +5
44 articles in this collection
Written by Niklas, Sarah Jones, Diego Checa and 5 others
Portfolio management

What determines the Status of a Company?

The status of a customer in Planhat is automatically calculated. Planhat will mark a user as either a prospect, customer, canceled or lost.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

What is a CSM Score?

What the CSM score is and how it can be used
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Custom Card Layout in Board View

Define the data points you want to see on cards in the Board view
Alberto Lambert avatar
Written by Alberto Lambert
Updated over a week ago

How to create & use recurring tasks in Planhat

You're able to create a task that repeats automatically in Planhat. Check this article out to learn how!
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Why can't I see any logged activities?

Hidden activities in the company profile
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Conversation Labels

How to tag conversations and notes in Planhat
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

What types of files can I upload to Planhat?

You are able to upload documents to a customer profile page. The list of all the approved document formats below.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

How is the 9 week usage trend calculated

How Planhat calculates the 9 week usage trend on the Customer 360 view
Niklas avatar
Written by Niklas
Updated over a week ago

How to Merge Customer Profiles

How to merge customers profiles and what happens to the data.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Difference between logging an account & a license as churned

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
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Why is a churned customer still showing a status of Customer?

We cover the settings for churn and why the customer status may have not changed yet.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago
E-mail & Calendar

Troubleshooting Email (Google or Outlook) Syncing

If you've synced your email with Planhat but you're emails are not syncing then it could be one of the following reasons
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

How do I choose between transactional vs. personal emails?

FAQ on transactional vs. personal emails, incl. use cases and selection method
Daniel Sternegard avatar
Written by Daniel Sternegard
Updated over a week ago

Why are bulk emails not being sent?

Learn about bulk email behaviour from sending automated campaigns, outreach via triggers and NPS survey
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

How to Replace Email Hyperlink With Text (MailTo:)

Email Template to include Email Hyperlink with Text
Michael Machado avatar
Written by Michael Machado
Updated over a week ago

Why are different customer emails displaying in the same email thread?

If you see that emails to different customers are showing up in the same thread, read this article to help you figure out why that might be.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Where do undelivered emails sent from Planhat end up?

Scenarios related to emails sent, e.g., "waiting-for-approval", bounce, etc
Daniel Sternegard avatar
Written by Daniel Sternegard
Updated over a week ago

If I delete an email in my inbox, will it stay in Planhat?

Planhat syncs your customer email communications and allows you to keep a history of them - all in one location
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Does Planhat sync forwarded e-mails?

Forwarding an internal e-mail (@mycompany.com)
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago