How to Create and Manage Client Greetings

How to Create and Manage Client Greetings

What you can do: Add Greeting

Client greetings are automatically synced over from your CRM, but you can always add custom greetings in Pulse360. This can be done in the client's record or in the document editor. 


How to manage Greetings in the client's record:

1. Navigate to the Contacts page on the sidebar menu, then search and select the client you wish to change the greeting for. 



2. Under the "Linked Clients & Aliases" section, start typing in the greeting you desire in the "Add New Greeting" field. 

NOTE: You cannot edit or delete Greeting #1 as it is automatically synced from your CRM.



3. You can mark your greeting as default or delete it by clicking on the hamburger menu button on the right. 



4. All your Greetings will be now available upon sending a document.




How to manage Greetings on the Preview:

1. On the document preview, press the Menu button > "Select Greeting" > "Add or Edit Greetings." Type in the greeting you want and save. 





How to manage Greetings in the Document Editor:

1. In the workspace, after selecting a contact and action, open up the full-screen Document Editor by clicking "Edit" on the split-screen view.

Click the "Select Greeting" option and select "Add or Edit Greetings."  Simply type in the greeting you want and press save. 



2. You can delete or mark the Greeting as default in the "Add or Edit Greetings" modal by pressing the hamburger menu next to the desired greeting. 

NOTE: Greeting #1 is synced to your CRM and cannot be deleted.

















4. To change the Greeting in the document, select the desired greeting from the dropdown on the left and confirm your changes by pressing "Yes." The Greeting will be updated automatically.

NOTE: If you had made any changes to the document while in the full-screen editor, those changes will be removed when you press yes. 





Tips

  1. Greeting #1 is synced to your CRM and cannot be deleted.



    • Related Articles

    • How to Create a "Client To-Do" Template

      What you can do: Add Client To-Do Part to a Document Template Sometimes you may require some actions from your clients. You can easily do it from Pulse360 by creating a Client To-Do section of an email and sending it out.  How: Step by step ...
    • How to Create and Manage Collections

      What you can do: Create Collection 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.   How: Step by ...
    • 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 Add Client Information

      What you can do: Add Client Information into Pulse360 With CRM Integration When it comes to bringing in the clients' information to Pulse360, it is a one-way sync from your CRM to Pulse360. If a new client needs to be added, create them in your CRM - ...
    • 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 ...