What you can do: Group Notes
Collections are groups of note templates that you have in your Notes Library. You can add as many notes as you want to your Collections, including those that have tags, workflows, and attachments.
Check out the video to see what we mean:
Collections can help you systematize your notes and create emails super fast. After adding notes to a collection, simply click the “Add All” button, and all the notes in the Collection will be added to your client's record. Below are examples of collections that you can create.
When you apply a Collection, it looks like your normal notes on the Workspace.
- How to Create and Manage Collections
- If you have notes with workflows and tasks in your Collection, they will be triggered in your CRM when you apply the Collection
- Collections not available on the Starter Plan
Notes and Collections Library: Overview
What you can do: Save Notes Templates Some notes are unique and can be used only on specific occasions for specific clients. Other notes can be very generic and reused across all contacts. You may want to write them in a way so that you can ...
What you can do: Add Notes and Create Documents Once everything is set up, the Workspace 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 ...
360 View: Overview
What you can do: See all your data at a glance. You can access this view by clicking the report icon on the sidebar Menu. Meetings On this screen, you will see events in the past (blue) and in the future (green). You can see there are any agenda ...
What you can do: Organize and Search your Notes. Tags will help you keep notes organized by allowing you to categorize your notes, create notes with your voice, and search quickly and thoroughly. By adding a tag, you can quickly search your notes ...
What you can do: Organize and Search Your Notes. Check out the video to see what we mean: Topics are a form of high-level organization in Pulse360. They follow the standard CFP® Board's financial planning aspects of a client's financial life. ...