Firm Support
Pending Status For Company Instances
Last Updated: July 16, 2026Understanding Pending Company Status The Pending status is used for company instances that have been created but have not yet been activated by the business owner. Most commonly, pending companies are created after a Health & Value Assessment is completed and a company instance is launched from the assessment. What Is a Pending Company? A...
QuickBooks Integration
Last Updated: June 16, 2026How to Connect QuickBooks Integrating QuickBooks with Propel allows you to automatically pull financial data into your goals, making performance tracking more accurate and efficient. What the Integration Does Once connected: Note: Step 1: Navigate to Integrations Step 2: Connect Your QuickBooks Account Step 3: Complete the Connection Step 4: Use QuickBooks Data in Goals...
Demo Company Feature Overview
Last Updated: June 16, 2026Demo Companies: Overview and How to Use Them The Demo Company feature allows Firm Admins and Firm Users to demonstrate Propel Your Business using fully built-out, realistic company instances. Demo companies are designed for use with prospects and existing clients during sales conversations, onboarding, or training sessions. Who Has Access to Demo Companies If you...
Launching A Demo Company Instance
Last Updated: June 16, 2026Launching a Demo Company The Demo Company feature allows firm users to launch a temporary company instance to demonstrate how Propel Your Business works for a prospect or existing client. Demo companies are created from pre-built demo templates and are designed to reset automatically after use. Purpose of a Demo Company Demo companies allow you...
Portfolio: Company Table View
Last Updated: June 16, 2026Portfolio Dashboard Overview When a Firm User or Firm Admin logs into Propel, they land on the Portfolio Page by default. The Portfolio Dashboard displays: Portfolio Dashboard Columns The Portfolio Dashboard is organized into columns that help users quickly view and manage client information. These columns are customizable and can be: Firm users can personalize...
Notifications | Announcements (Firms)
Last Updated: August 28, 2026Understanding the Announcements (What’s New) Page The Announcements page is designed to keep firm admins, firm users, and company users informed about product updates and changes within Propel. This article explains how the What’s New section works and how announcements are targeted to the right audiences. Where to Find Announcements Announcements live under Notifications in...
Getting Started: Firms
Last Updated: June 18, 2026Firm Platform Overview & Getting Started Welcome to Propel. This guide will help orient you to the Firm Platform and highlight the key areas you’ll use most often. Confirm You’re in the Firm Platform Firm users will see the navy navigation bar and land on the Portfolio page when they log in. If you do...
Firm User: Portfolios
Last Updated: November 10, 2025📊 Portfolio Dashboard Overview The Portfolio Page displays high-level metrics and details across your client base. If you are a Firm Admin or Supervisor, you can see: Each client is represented by an individual company tile displaying key data points: 💡 Tip: Use this view to quickly assess which clients are most active, when their...
Firm User: Meetings
Last Updated: November 10, 2025Firm Meetings Overview If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you’ll see the Navy navigation bar on the left-hand side of your screen.This is your Firm Navigation Bar and provides firm-level access across multiple client companies. 🗓 Meetings Module Select Meetings from the firm navigation bar to open the My...
Firm User: Tasks
Last Updated: November 10, 2025Firm Task Management Overview If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you will see the Navy navigation bar on the left-hand side of your screen. This is your Firm Navigation Bar. 🗂 Accessing Tasks Within the Firm Navigation Bar, select Tasks.This view provides a centralized dashboard of all tasks connected...
Best Practices and Protips On Adding New Clients or Migrating Client Data To Propel Your Business
Last Updated: September 25, 2025It’s that time of year when we are migrating Annual Plans into the Propel Your Business Software. This often means increased data entry. It is the same lift we experience when we onboard a client or move an existing client onto the software. This is a playbook on how to utilize the tools in PYB...
How do I assign a new company to a client?
Last Updated: August 15, 2025How to Invite or Assign a Client to a Company in Propel Your Business After Signing the Contract: This ensures a seamless onboarding process for the client.
Client Logged In For First Time and Updating User Settings
Last Updated: March 3, 2025Getting the Client Logged in and User Settings Set Up
Adding A Client To Advisory Meetings
Last Updated: March 3, 2025Adding A Client To Advisory Meetings For The First Time Double Check: Double-check that everything is correct.
My client can not access Propel Your Business.
Last Updated: January 28, 2025Step-by-Step Summary for Resolving Client Access Issues: If a client cannot access Propel Your Business, start by guiding them to reset their password using the “Forgot Password” option on the login page. If resetting the password does not work, log in to Propel Your Business and navigate to the company settings. Under the users’ section,...
What if I don’t find one of my clients in the portfolio?
Last Updated: January 28, 2025If a client is missing from your portfolio in Propel Your Business, submit a ticket to request the client be added to your portfolio.