Pulse360 Help Center

Popular Articles
Templates: Overview
What you can do: Create Document Templates Document Templates are an accumulation of blocks to create a template - usually an Agenda or Summary. Pulse360 has pre-made templates, but it’s recommended that you create and customize your own. Click ...
Connecting Salesforce to Pulse360
What you can do: Sync your Salesforce CRM with Pulse360 Synchronization with your Salesforce CRM allows you to be more productive, create notes in Pulse360, and have them automatically sent to Salesforce. You must have Salesforce Enterprise or better ...
Getting Started With Pulse360: Set Up
What you can do: Set Up Your Pulse360 Account Completing the first steps after signing up for Pulse360. How: Step-by-step directions on how to do that: 1. After you sign up for Pulse360, your workspace will automatically be created. You will receive ...
Meetings: Overview
What you can do: Add Notes and Create Documents Once everything is set up, the "Meetings" is the area where you will spend 99% of your time. It is where you create/add notes, manage and search your notes, and send/download documents. Overview In the ...
Email Errors
If you are having email errors: It was working fine but has suddenly stopped sending - check the steps below to re-authenticate. It is not even connecting when trying to set up an email - please reach out to us at support@pulse360.com. The issue ...

Recent Topics
Addition of a Category between Quick Note and Meeting
I can prepare documents to send to clients without having a meeting. Either I am not using the quick note feature correctly or a 2nd option where it would have all of the functionality that a meeting has but not create a calendar entry because there is
Import more fields from CRM--e.g. Birthdays, Kid's names
A cool feature would be the ability to add additional merge fields from the CRM such as Kid's names ages, maybe even birthdays (for all). These could be added to things like Advisor Agendas to have them at-the-ready during meetings.
Email Tracking (Click Through tracking)
Hello, Just food for thought. I was wondering if there was an option to include any account opening/link clicked metrics for emails sent via Pulse 360. Wealthbox has a similar function that allows us to track the traction of our correspondence. All the
[Sample] Notes not appearing on document preview
When I add my note, it isn't showing up in the document.
[Sample] My best practice for templates
Hey guys! I just wanted to share what I do for templates. I use tables to create boxes and decorate my document :)
[Sample] How do I make a template?
How do blocks make up a template? Do I just use a block?
Tips for setting up templates?
How do you set up your templates?

Popular Articles