How to Create Events
What you can do: Create events in your CRM
Events (or appointments) are the meetings that you have with your clients. If you have your CRM connected with Pulse360, you can simply create your meetings within your CRM and Pulse360 will automatically sync them over in 5 minutes. You can also create events in Pulse360 and they will sync to your CRM as well.
How: Step by Step Creating Event in Pulse360
1. Navigate to the Workspace by pressing the icon on the sidebar menu and select the contact you wish to add the event to.
2. Select the "Add or Review Notes" Action. This will full-screen the notes portion of the Workspace.
3. Click on the Plus "+" button in the top right corner, next to the "Select Event" step. This will allow you to create a new event.
4. Select the date and the time of the appointment on the calendar below and name it. Click “Add Event.”
Note: If you have any existing meetings, they will appear above on that selected date. That way, you don't accidentally double-book yourself.
Your meeting is set up! It will also appear in your CRM in 5 minutes.
Tips
- “Events” can also be referred to as meetings or appointments with your clients.
- How to Connect Your CRM
- How to Change or Cancel Events
Related Articles
How to Create Document Using Filtered Notes
What you can do: Create Document Based on Filtered Notes In Pulse360, you can search and filter for notes and send out a document using the filtered notes. This is useful when it comes to Year-end Summaries, catching all taxable events, and more. ...How to Change or Cancel Events
How: Change Event Since CRMs have an extensive event management feature, we expect you to manage your events from within your CRM. Rescheduling or changing events is best handled from your CRM. 1. Navigate to your CRM and select the event you want ...How to Create Tags
What you can do: Create Tags Creating tags allows you to personalize your workspace and make your notes easily searchable and organized. How: Step by step directions on how to create Tags: 1. Navigate to “User Settings” > “Tags.” By default, you ...How to Create New Notes
What you can do: Create New Notes Adding notes to a contact is one of the core functionalities of Pulse360. Reusable notes are added through the notes library, however, sometimes you may have a note that would only be added once to a contact. This ...How to Create Tasks in your CRM
What you can do: Create Tasks In Pulse360, you can attach tasks to your notes that will create tasks within your connected CRM. Check here how to connect CRM: How to Connect Your CRM To assign tasks to your team members, you need to configure ...