In this video we show you how to manage transactions and processes on the Phundex Platform including:

  • Managing existing pathways by editing, adding and changing stages, tasks, team and data/documents in the data room.
  • Creating new pathways using the Phundex Pathway Template. 
  • Creating a My Templates pathway.
  • Creating new pathways from your own pathway templates.


There are other videos on the HelpDesk showing how to use various functions on the Platform.  Type "video" into the search bar on the HelpDesk for a full list of available videos.


How to Manage Transactions and Processes on Phundex