Company 107 Getting Started Take A Tour 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 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 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 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 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 Universal Collaboration Tool 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
Firms (Partners) 57 Firm Settings (Admin) Inviting Company Owners To Activate Instance Getting Started: Firms User Settings: Firm Admin Firm Settings Overview Co-Branding Firm Platform Firm Settings: Team Adding Firm Users Firm: User Profiles Firm Settings: Companies Firm Settings: Customizing Company Information For Portfolio Firm Support Pending Status For Company Instances QuickBooks Integration Demo Company Feature Overview Launching A Demo Company Instance Portfolio: Company Table View Notifications | Annoucements (Firms) Getting Started: Firms Firm User: Portfolios Firm User: Meetings Firm User: Tasks Health and Value Module 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
