Course curriculum

    1. Course Introduction

    2. Planhat platform demo

    1. Data models and architecture

    2. Metrics in Planhat

    3. How to bring data into Planhat

    4. Data Explorer

    1. Introduction

    2. User and Team management

    3. User roles & permissions

    4. Settings

    1. Home overview

    2. Global Tools overview

    1. Data Manager

    2. Field Management

    3. Profiles and Previews

    4. Global Filters

    5. Health Scores, Lifecycle Phases, Success Units, and Conversation Types.

    6. Health Scores

    7. Lifecycle Phase

    8. Success Units

    9. Conversation Types

    1. Workflow overview

    2. Automations & App Center

About this course

  • 31 lessons

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