Getting Started

Phundex Terms and Conditions
Phundex Terms and Conditions attached 
Wed, 15 Sep, 2021 at 1:29 PM
1-Minute Video introduction to Phundex
For a quick introduction to the Phundex Platform and what you can do on it, please click on the video link below.  It will give you a quick overview of the ...
Mon, 11 Oct, 2021 at 8:31 PM
Phundex Glossary of Terms
                                                                 At Phundex, we want to make things simple and streamlined.  However, we know that getting t...
Tue, 24 May, 2022 at 9:53 AM
Phundex Platform Tips
At Phundex we’ve included helpful tips on the platform to make your experience easier- and we’ve included them all here in one place so they are easy to fin...
Mon, 1 Nov, 2021 at 1:02 AM
How to use the Phundex Platform- Video
Here is a video showing the various components of the Phundex Platform and how to use them including: Network Pathways Stages Tasks Task Forms Teams ...
Fri, 10 Dec, 2021 at 2:33 PM
How to Manage Transactions and Processes on Phundex - Video
A video showing how to manage transactions and processes on the Phundex Platform including Managing existing Pathways by editing, adding and changing Stag...
Fri, 10 Dec, 2021 at 2:34 PM
Setting up Tasks - Video
This video shows how to set up Tasks and the various options including: requesting an attachment be added as part of a task providing an attachment from ...
Mon, 8 Nov, 2021 at 1:39 PM
Introduction to Phundex
An introduction to Phundex, our Pathway Templates, and how users can use Phundex to streamline and improve efficiency
Fri, 4 Mar, 2022 at 2:29 AM