How to Add Riskalyze Links
What you can do: Create Riskalyze Links
If you need to send a Risk Questionnaire to your client, by integrating Pulse360 with Riskalyze, you can send the link directly from Pulse360.
Check out the video to see how to do that:
How: Step by step directions on how to add Risk Questionnaire links:
2. A box will appear. Select the type of Risk Questionnaire you want to generate. In "Riskalyze Contact," select the contact so that the link can be generated. Input the amount invested.
Press "Create Link."
3. Copy the generated link and paste it into the note.
OR
Highlight part of the text and select the link icon to embed the link.
5. Add the note to the client's record. It will appear in the document preview on the right, as long as the topic is included in the selected template. Press "Send Email."
Tips
- Riskalyze Integration
- Right now, Pulse360 does not sync the client's Risk Score.
- How to Format Text
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