Getting Started

11

• Tags Overview
• Notifications
• Company Setting Overview
• 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?

Explore More

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)

Explore More

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?

Explore More

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?

Explore More

Initiatives

14

• Collaboration Tool
• 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.

Explore More

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?

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

Team

9

• Department Sharing
• 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

Firm Support

23

• 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

Explore More

Demo Company Feature

3

• Demo Company Feature Overview
• Launching A Demo Company Instance
• Creating Demo Templates

Health and Value Assessments

18

• 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

Explore More

Integrations

1

• How to Use Webhooks

Vendor Marketplace

1

• Setting Up Marketplace