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.
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.
1. In a fully loaded event, on the document preview, press the Options button on the split-screen view.
1. In a fully loaded event, on the document preview, press the Options button on the split-screen view.
2. Click the "Select Greeting" option
NOTE: Greeting #1 is synced to your CRM and cannot be deleted.
4. You will return to the "Select Greeting "modal, choose the right greeting and hit "OK." The Greeting will be updated automatically.
How to manage Greetings in the Contact Dashboard:
1. Navigate to the Contacts page on the sidebar menu or in the search bar above, then search and select the client for whom you wish to change the greeting, and then it will take you to their contact dashboard
2. Scroll down to the "Aliases" section under the "Details" section and enter your desired greeting.
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 star button on the right.
4. All your Greetings will now be available upon sending a document from the Meetings under Options > "Select Greeting" option.
1. Navigate to the Contacts page on the sidebar menu or in the search bar above, then search and select the client for whom you wish to change the greeting, and then it will take you to their contact dashboard
2. Scroll down to the "Aliases" section under the "Details" section and enter your desired greeting.
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 star button on the right.
Tips
Greeting #1 is synced to your CRM and cannot be deleted.
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