Vendor Marketplace – Propel Your Business – Support

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Getting Started

9

Welcome to the Support Desk
Logging Into Propel Your Business
My Invititaion Has Expired To Set To Set My Password
Resetting My Password
How do I update my user settings?
How do I update company settings?
What if I encoutner an issue with the software?
Company Setting Overview
Multiple User Profiles Across Companies or Firms

Annual Planning

11

Building the Annual Planning Initiative
Pinning the Pinning the Annual Planning Playbook to Your Resources
Reflect, Update, and Plan This Year’s Goals On Your Health Score
What Is My BHAG Year?
Revisiting Your Long Term Goal and Path To Achieve It
Inputtting Company Goals
Inputting Company KPI’s
Yearly Performance Goals For Departments, Teams or Individuals
Adding Initiatives Company Wide To Propel Your Business
Initiative Planning: Adding In The Details (Micro)
Review Meeting Cadences to Support Goals and Initiatives

Enterprise Value

8

How Do I Get Started Setting Up Health and Value?
I thought my business was worth more.
How do I edit my multiples?
Why are there negative numbers in my Value?
How do I edit the Value Tab of my Company Goals?
How to I update my Health Score?
How do I reset seasonality?
How is the estimated enterprise value of my business calculated?

Goals

12

Goals Overview
I can not update the goals on the dashboard/scorecard.
Company Goals Edit Permissions For Company User Profiles
I am having issues uploading my Company Goals or Macro Plan Dashboards
Using the upload/download function for updating Company Goals and Macro Plans
What are the different goals types in Propel Your Business and how are they used?
Updating Company Goals and Macro Plans
How do I add additional goals to my Company Goals and Macro Plan
I have updated my Value Page but its not updating my Company Goals
How do I see previous years performance?
How do I use the Macro Plan?
How do you use Micro Goals?

Meetings

14

Overview: Meeting Dashboard
What is a Meeting Series?
How to create a Meeting Series?
Adding a cadence to an existing Meeting Series
How do I edit/change a meeting cadence?
Adding a one time meeting to a meeting series.
How do I add a participant to a meeting series?
Can I invite a guest participant to a meeting?
How do I delete a meeting series?
How do I set my default video meeting link?
I already have recurring meetings in my calendar with video links. How do I make sure both propel Your Business and my calendar video links are the same?
Where do I find my video meeting link to input into the meeting series?
Does Propel Your Business send a calendar invite to meeting participants’ Google or Outlook calendars?
My meeting timezone is incorrect?

Initiatives

13

Initiatives Overview
Initiative and Roadmap Item Templates
What are the two different places in software to access Initiatives and when do I use each?
How do I add an Initiative?
How do I pin an Initiative to a Meeting Series?
How do I use Initiatives in a meeting?
I completed an Initiative, how do I save it but remove from my dashboard?
How do I filter Intiatives?
I can’t assign team members to Initiatives or Roadmap items.
How do I add a roadmap item?
How do I filter roadmap items by due date?
How do I change the target due date of a roadmap item in a meeting?
How do I edit a roadmap item in a meeting?

Tasks

6

Tasks Overview
How do I create a task?
How do I assign a task?
How do I edit a task?
How do you pin a task to a meeting series?
How Can I View All the Tasks Across My Meetings, Business, or Portfolio?

Resources

5

Resource Overview
How Do I Control Who Has To My Resources ?
How do I add a resource?
How do pin a resource to a meeting series?
How Do I Archive Or Unpin A Resource From A Meeting Series?

Team

8

Team Overview
Working Through The Adoption Of Propel Your Business Within The Organization
Company Instance User Profiles
Adding a User To Your Company Instance
Activating a Company User
Setting Permissions For Company Users
Building Departments On Your Company Instance
Using Import Function To Quicky Add Team Details

Learning

5

Learning Overview
Accessing The Learning Center
Inviting Team Members to Learning Center
Inviting Team Members To The Learning Center (Cultivate Advisors Clients)
Accessing Firm Training Modules

Firm Support

35

Getting Started: Firms
User Profiles at the Firm Level
Firm Admins
Firm Users
Health and Value Assessments

Integrations

1

How to Use Webhooks

Vendor Marketplace

1

Recommending a Vendor to Vendor Marketplace

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Last Updated: April 10, 2025

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