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Company

104
  • Getting Started
    • Getting Started On Propel Overview
    • Logging Into Propel
    • My Invititaion Has Expired To Set To Set My Password
    • Welcome to the Support Desk
    • Updating or Creating User Settings
    • Company Setting Overview
    • Resetting My Password
    • Tags Overview
    • Notification Overview
    • What if I encoutner an issue with the software?
    • How To Navigate Multiple User Profiles
    • How do I update my Company logo?
    • Setting your defualt virtual meeting link
  • Dashboards
    • Dashboards Overview
    • My Dashboard
    • Company Dashboards
    • Dashboard: Health and Value
  • Enterprise Value
    • Health and Value Overview
    • Getting Started Using Enterprise Value
    • Editing the Value Page
    • Updating Your Health Score
    • I thought my business was worth more.
    • How do I edit my multiples?
    • Why are there negative numbers in my Value?
    • How do I reset seasonality?
    • How is the estimated enterprise value of my business calculated?
  • Goals
    • Goals Overview
    • Goals and Scorecards Dashboard
    • Adding a Goal
    • Editing Goals
    • Creating Calculations When Adding A Goal
    • Syncing QuickBooks To Update Actuals To A Goal
    • Unsycing QuickBooks from a Goal
    • Using Upload and Download Function To Quickly Update Goals
    • Creating a Scorecard
    • Editing Scorecards
    • Reordering Goals On A Scorecard
    • Using Totaling Settings When Creating A Scorecard
    • Goals and Scorecards In Meetings
    • Why can’t I edit a Goal or Scorecard?
    • Why Can’t I Update Actuals On A Goal I Own?
  • Initiatives
    • Initiatives Overview
    • Adding An Initiative
    • Useing Initiatives In A Meeting
    • Pinning An Initiative To A Meeting Series
    • Filtering Intiatives
    • Archiving Initiatives
    • Uploads: Initiative and Roadmap Item Templates
    • Adding A Roadmap Item
    • Editing Roadmap Items
    • Filtering Roadmap Items
    • Archiving Roadmap Items
    • Collaboration Tool
    • I can’t assign team members to Initiatives or Roadmap items.
    • Changing a target due date of a roadmap item in a meeting.
  • Meetings
    • Overview: Meetings
    • What is a Meeting Series?
    • Creating A Meeting Series
    • Editing A Meeting Series
    • Adding A Cadence To An Existing Meeting Series
    • Adding A Participant To A Meeting Series
    • Adding a one time meeting to a meeting series.
    • How Do I Delete A Meeting Series
    • Where Do I Add The Meeting Agenda?
    • My Meeting Timezone Is Incorrect
    • Can I invite a guest participant to a meeting?
    • Setting Your Defualt Meeting Link
    • Keeping Meeting Links Synced Between Your Calendar and Propel
    • Does Propel Your Business send a calendar invite to meeting participants’ Google or Outlook calendars?
  • Tasks
    • Tasks Overview
    • Creating A Task
    • Assigning A Task
    • Editing A Task
    • Deleting A Task
    • Linking Tasks to Roadmap Items
    • Pinning A Task To A Meeting Series
    • How Can I View All the Tasks?
  • Resources
    • Resource Overview
    • Controling Access To Resources
    • Adding A Resource
    • Pinning A Resource To A Meeting Series
    • Archiving A Resource Or Removing A Resource From A Meeting Series
  • Learning
    • Learning Overview
    • Adding Team Members To The Learning (LMS) Module
  • Team
    • Team Overview
    • Building Departments On Your Company Instance
    • Department Sharing
    • Vendors
    • Using Import Function To Quicky Add Team Details
  • Notifications
    • Notification Overview
    • Notifications: Email Summaries
    • In App Notifications
  • Settings
    • Company Setting Overview
    • Company User Profiles
    • Adding A User To Your Company Instance
    • Setting Permissions For Company Users
    • Activating a Company User
    • Tags Overview
    • How do I update my Company logo?
    • Updating or Creating User Settings
    • Integrations
    • Notification Settings
    • Requests
    • How To Navigate Multiple User Profiles

Firms (Partners)

49
  • Firm Support
    • Notifications | Annoucements (Firms)
    • Custom Links
    • Getting Started: Firms
    • User Profiles at the Firm Level
    • White Labeling Firm
    • Firm Settings Page
    • I Have Reached My Maxium Companies Allocated On My Firm Instance
    • Adding A Firm Admin Or Firm User To Propel
    • Removing A Firm User From A Company Instance
    • Assigning A Company To An Advisor
    • Changing the Status Of A Company Instance
    • Creating a New Company Instance
    • Firm User: Portfolios
    • Firm User: Meetings
    • Firm User: Tasks
    • Best Practices and Protips On Adding New Clients or Migrating Client Data To Propel Your Business
    • How do I assign a new company to a client?
    • How do I tranfer my clients company to another advisor in Propel Your Business?
    • Client Logged In For First Time and Updating User Settings
    • Adding A Client To Advisory Meetings
    • Sharing Resources With A New Client
    • My client can not access Propel Your Business.
    • What if I don’t find one of my clients in the portfolio?
    • Demo Company Feature
      • Demo Company Feature Overview
      • Launching A Demo Company Instance
      • Creating Demo Templates
    • Firm Settings (Admin)
      • Custom Portfolio Fields
    • Portfolio (Firms)
      • Portfolio: Company Table View
    • Health and Value Assessments
      • Health and Value Results with Negative Profit
      • Creating a QR Code For A Campaign
      • Changing/Editing Owner of HVA Campaign
      • Editing An Existing Health and Value Campaign
      • Toggling Off and On the Sending Of Completed Health and Value Report
      • Bcc Health and Value Report
      • Launching a Pending Company From a Health and Value Assessment
      • Linking A Health and Value Assessment To An Existing Company Instance (Pending or Active)
      • Sharing A Health and Value Assessment With A Member Of The Firm
      • Health and Value Campaign Reporting
      • Health and Value Assessment Dashboard
      • Editing A Completed Health And Value Assessment
      • How Does The Prospect or Client Recieve The Health and Value Report?
      • How Do I Create A Company Instance From A Health and Value Assessment?
      • Viewing The Health and Value Assessment Report From Dashboard (Firm Users)
      • Creating Health And Value Assessment Campaigns
      • My Prospect has not recieved the invitation for take the Health and Value Assessment.
      • How To Send A Health And Value Assessment
  • Integrations
    • QuickBooks Integration
    • How to Use Webhooks
  • Vendor Marketplace
    • Setting Up Marketplace
View Categories
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  • Company

Company

12 Sub Categories | 0 Docs

Dashboards

4 Docs

Last Updated: May 29, 2026

Enterprise Value

9 Docs

Last Updated: May 19, 2026

Getting Started

13 Docs

Last Updated: June 3, 2026

Goals

15 Docs

Last Updated: May 29, 2026

Initiatives

14 Docs

Last Updated: May 29, 2026

Learning

2 Docs

Last Updated: June 3, 2026

Meetings

14 Docs

Last Updated: May 29, 2026

Notifications

3 Docs

Last Updated: June 3, 2026

Resources

5 Docs

Last Updated: June 3, 2026

Settings

12 Docs

Last Updated: June 3, 2026

Tasks

8 Docs

Last Updated: June 3, 2026

Team

5 Docs

Last Updated: May 19, 2026

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