FAQ

Frequently Asked Questions about Planhat

Grant Dreyer avatar Sarah Jones avatar Diego Checa avatar +3
34 articles in this collection
Written by Grant Dreyer, Sarah Jones, Diego Checa and 3 others
GENERAL

Why do I not see my invitation to Planhat?

If you don't see your invitation email to join Planhat it could be in your spam folder
Diego Checa avatar
Written by Diego Checa
Updated over a week ago

What happens when I remove a team mate from Planhat?

What happens to tasks and accounts assigned to a team mate that is being removed from Planhat.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Duplicate companies being created over the API

Why companies can be created 2x when created with the API
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Can I use the Salesforce ID to send Metrics and User Activities to Planhat?

Using the Salesforce Id to send int user activities and metrics into Planhat
Niklas avatar
Written by Niklas
Updated over a week ago

How can I generate a host password for an API request?

How to pass the authorization for API Personal Access Token
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Are my account metrics being duplicated?

Learn about the chart options from source:metrics
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

What is a "process owner"?

How to assign a specific process to a team member without changing the owner of the account
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Does segment filter match if a property doesn’t exist?

Creating segments with custom data
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Not all end users (contacts) sent over API get added

why some users are not being added when sent over API
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Where is my tenant token?

Where to find your developer tenant token for the API integrations
Niklas avatar
Written by Niklas
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

How do I set up a webhook in Planhat?

What is a webhook and how can it be used in Planhat
Yaroslav Sivachenko avatar
Written by Yaroslav Sivachenko
Updated over a week ago
PORTFOLIO MODULE

What does the status feature of an account mean and how do I change it?

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

Is there a way to change the revenue metrics shown on the Insights chart when its hovered over?

How to change the metrics you see when you hover over a company on the Insights chart in Planhat.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Why can't I see any logged activities?

Hidden activities in the company profile
Grant Dreyer avatar
Written by Grant 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

What do "beat" and "experience" mean in Planhat?

We explain what beat & experience mean
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Why are some users not automatically being added to a company?

Some reasons contacts might not be getting added to a company profile in Planhat
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Why do some active users have no activity data in Planhat?

When a customer profile does not have an external ID it can cause some issues with user activity data. The fix is quick and simple!
Yaroslav Sivachenko avatar
Written by Yaroslav Sivachenko
Updated over a week ago

What is a CSM Score?

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

What is the 'Primary' setting on the end user profile?

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