What you can do: Add Notes During the Meeting
During the meeting, you might need to quickly take notes, in a free form, which only you and your team will see. For this purpose, you can use the In-Meeting Notes feature.
How: Step by step directions on how to do that:
1. Navigate to the Workspace > select a contact > navigate to the meeting you need to make notes for.
2. Press the "Add In-Meeting Notes" button and just start typing.
3. You can save the notes in Pulse360, sync them over to your CRM, or print them out.
Saved in Pulse360, the note will sit as a red dot on the In-Meeting Notes button. This shows you, or your team members, that free-form notes have been added to this contact.
In your CRM, your notes will appear as below. In this example, we are using Salesforce, but it will also sync over to Wealthbox and Redtail.
If you have an iPadOS14 that supports Apple Pencil, you can use it and Scribble to enter text. Scribble converts your handwriting to text.
On latest iPad models (12 and later), In-Meeting Notes also support speech recognition.
In-Meeting notes autosave every 5 mins.
How to Add Handwritten Notes
What you can do: Create Handwritten Notes Stop piling your yellow pads and spending time searching for that piece of paper, take your handwritten notes in Pulse360, so you have them all in one place, automatically syncing to your CRM! How: Step by ...
How to Take Notes on a Document Template in the In-Meeting Notes
What you can do: Work on Agenda During the Meeting Once you have prepared an agenda for a meeting, you can import that directly into the In-Meeting Note area. This allows you to better take notes during the meeting. After the meeting ends, you can ...
How to Add Notes From Notes Library
What you can do: Add Notes into Client's Record from the Library The Notes Library is a space for you to store and create reusable notes. Pulse360 comes with pre-written notes in the library, but we expect you to create your own notes in your voice. ...
How to Transfer Notes
What you can do: Transfer Notes If you need, you can transfer notes to and from one meeting/event, quick notes, or contact to another. Notes can be transferred one at a time. Transferring a note will remove it from the initial spot and add it to the ...
How to Quickly Add Notes via Quick Capture
Quick Capture Quick capture is a great way of getting your notes in quickly without having to search for a contact beforehand. You simply start typing your note and add it to the contact afterward. This is great for on-the-spot phone calls. Check out ...