Creating and managing companies
Learn how to effectively manage your companies with this specialized guide. From creating new companies and adding essential business tools like plans and pitches to advanced management tasks such as transferring ownership or archiving companies, this section has everything you need.
It also covers how to handle downloads and reset your data, ensuring your company is always up to date and aligned with your strategic needs:
- 1
- Setting up new company
- 2
- Adding an additional company, business plan, or pitch
- 3
- Managing the AI feature in your account
- 4
- How to copy business plan?
- 5
- Viewing all downloads in the company
- 6
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How to reset business plan?
- 7
- How to reset finance data?
- 8
- How to transfer ownership of your company?
- 9
- How to archive and restore company?
- 10
- How to delete company?