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: hello@phundex.com.
To book a demo or do a trial, you can either use the link on our website or email support@phundex.com, and they will be happy to set it up for you.
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PHUNDEX UK LIMITED
Registered Office :
128 City Road, London, UK, EC1V 2NX
Trading Office :
68 Summers Road, Godalming, Surrey, UK, GU7 3BE
Phundex Limited is registered in Jersey, Channel Islands, No 131447, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZA839762 and in Jersey in compliance with Regulation 4(1) of the Data Protection (Registration and Charges) (Jersey) Regulations 2018 under registration 68186
Phundex UK Ltd is registered in England & Wales No. 12207772, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZB285669
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