Linking A Health and Value Assessment To An Existing Company Instance (Pending or Active)

Linking a Health & Value Assessment to a Company Instance #

If you have an existing pending or active company in Propel Your Business and want to connect a completed Health & Value Assessment to it, follow these steps:

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Step 1: Locate the Assessment #

1. Navigate to the Health & Value Dashboard using the left-hand navigation bar.
2. Find the completed Health & Value Assessment you want to link.

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Step 2: Edit the Assessment #

1. Click the three dots on the right-hand side of that assessment.
2. Select Edit.

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Step 3: Link to the Company #

1. In the Edit window, locate the field for Linked Company.
2. Search for and select the existing company instance (either pending or active).
3. Click Save or Update to finalize the connection.