Getting Started 13 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 Notifications What if I encoutner an issue with the software?
Enterprise Value 9 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 15 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 14 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 14 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 6 Tasks Overview Creating A Task Assigning A Task How do I edit a task? Pinning 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 Team Overview Building Departments On Your Company Instance Department Sharing Vendors Company User Profiles Adding a User To Your Company Instance Activating a Company User Setting Permissions For Company Users Using Import Function To Quicky Add Team Details
Firm Support 46 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 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
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)
