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 ...
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 ...
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 email@example.com. The issue ...