Phundex User Guide-Managers

At Phundex we know its important for you to understand what you can do on the platform.

We created this user guide for Managers – the people who are responsible for setting up and managing pathways (transactions and processes).

Managers set up the various Stages and Tasks, Create Teams, assign tasks to Team Members, and add documents to the Data room, or ask that data and documents be added to the Data room by Team Members.

We’ve also included this user manual on the Phundex platform HelpDesk, so you will always be able to find it – or you can download it to your computer and keep it handy for easy reference.

You can find more articles on our website, at Phundex Knowledge Hub, on LinkedIn at Phundex LinkedIn, or for other questions, please email us at:

To book a demo or do a trial, you can either use the link on our website or email, and they will be happy to set it up for you.

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