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Getting Started

11

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

Annual Planning

11

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

Enterprise Value

8

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

Goals

12

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
Goals Overview
How do you use Micro Goals?
How do I use the Macro Plan?
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?
Updating Company Goals and Macro Plans
What are the different goals types in Propel Your Business and how are they used?

Meetings

14

Adding a one time meeting to a meeting series.
Can I invite a guest participant to a meeting?
How do I add a participant to a meeting series?
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?
Adding a cadence to an existing Meeting Series
How do I edit/change a meeting cadence?
What is a Meeting Series?
How to create a Meeting Series?
Overview: Meeting Dashboard
My meeting timezone is incorrect?

Initiatives

14

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

Tasks

6

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

Resources

5

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

Team

9

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

Learning

5

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

Firm Support

44

Notifications | Annoucements (Firms)
Custom Links
White Labeling Firm
Firm Settings Page
I Have Reached My Maxium Companies Allocated On My Firm Instance
Firm User: Portfolios
Firm User: Meetings
Firm User: Tasks
Best Practices and Protips On Adding New Clients or Migrating Client Data To Propel Your Business
Getting Started: Firms
Adding A Firm Admin Or Firm User To Propel
User Profiles at the Firm Level
How do I tranfer my clients company to another advisor in Propel Your Business?
Sharing Resources With A New Client
Adding A Client To Advisory Meetings
Client Logged In For First Time and Updating User Settings
My client can not access Propel Your Business.
What if I don’t find one of my clients in the portfolio?
How do I assign a new company to a client?
Changing the Status Of A Company Instance
Creating a New Company Instance
Removing A Firm User From A Company Instance
Assigning A Company To An Advisor
Demo Company Feature
Health and Value Assessments

Integrations

1

How to Use Webhooks

Vendor Marketplace

1

Setting Up Marketplace

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Creating a QR Code For A Campaign

Creating a QR Code For A Campaign

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Updated on February 9, 2026

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