Knowledge Base
In-depth Articles and Guides about PANALITIX Advisory, Coaching or Membership services and Technology solutions.
Other Software
Releases and Updates
Registration
Administration & Fundamentals
- Changing your Password
- Email Essentials - Setting up your account for Email Domain Authentication
- White-labeling Your Account (Adding your own logo)
- Modifying an Existing User Account
- Adding a New User to your Business
- Adding a New Person as a Contact
Contacts
Strategize
GrowthEquation
- How to run a GrowthEquation Session with a Client
- GrowthEquation - Getting Started
- Start Creating a Plan
- Managing your Current Plans
- How to calculate Number of Existing Customers
- How to calculate Average Revenue per Existing Customer
MarketingHub
- Creating a Campaign
- Getting Started with MarketingHub - About Us & Settings
- How to engage with your MarketingHub Audience
- I.T. Changes to Improve Newsletter Deliverability
- Managing your Articles
- Promoting your Articles on Social Media
SalesPipeline
- Getting Started with SalesPipeline - Setting Up
- Adding and Managing Roles and Divisions
- Adding and Managing Products
- Setting Priorities Scores
- Adding and Managing Sales Groups
- Adding and Managing Sales People
ClientInsights, ClientBuilder, TeamBuilder
- How to Arrange Questions
- How to Copy a Template Questionnaire to customize it
- How to edit a Questionnaire - General Content
- How to edit a Questionnaire - Questions
- How to delete a question from a Template Questionnaire
- How a Questionnaire looks like when embedded in a website