Sending Out Your First Summary

Sending Out Your First Summary

What you can do: Create and Send Follow-up/Summary

As a Financial Advisor, you have meetings throughout the day that you may want to send a follow-up or summary email for - that way you can let your clients know what you discussed and your plans moving forward. In Pulse360, you can do that in no time. 

How: Step by step directions on how to do that:

1. Navigate to the "Meetings" on the sidebar menu, select the contact and click the "Create and Review Summary" action.

You will automatically be put into the most recently completed event you had with that client. This data is pulled directly from your connected CRM.  




2.  On the Document Preview on the right side, a default Summary Template will be prepared for you. 




You can select another template by clicking on it and choosing from the dropdown list. 
Note: This will show both Agenda and Summary templates. 



3. Add notes. You can create new notes, use Note Genius, add them from the Library or apply a Collection. All notes you add will automatically be flagged as Summary. If you wish for a note to not appear in the final document, you must unflag them by pressing the "Summary" button on the note.

After you add notes, they will automatically appear in the preview on the right. 



Note: If a note is not appearing on the preview, make sure that you have included the topic in the template by switching to Template View, or that the note is flagged for Summary. 


4. Fill in the flexible fields. This can be done when adding a note and by pressing the alert icon (red triangle with "!" inside of it). Otherwise, you will be prompted to fill in the fields before sending out the document. 

Note: Pulse360 will not allow you to send out a document without filling in the required flexible fields. 



5. If you are happy with your document, you can email it out by clicking the "Send Email" button on the Preview. Fill in the form and hit "Send."

Note: You can fullscreen the document preview by selecting "Edit." You can also send the document from there. 



After you sent an email out to your client, next to the "Edit" button will appear a clock icon - "Past Communications." By clicking on it you can see all documents sent, printed or saved from this meeting.





6. On the right side, you can select the gear options icon on the right (beside Send as Email) to print the document, create a PDF, copy the text, and change Greeting.

​Note: If you hide the document preview, it can be reopened by clicking on "Show Document." 

 


7. If you want to do some last-minute changes, press the "Edit" button on the Preview. It will open the Document Editor where you can edit the text, the toolbar is at the top. You can send the document, print it, or PDF it in the Editor.

Note: If you make changes on this screen and go back to the split-screen view, these changes will be overwritten by adjusting notes on the left. This should be your last step to make any tweaks before sending. 




8. The document will sit in your email in the sent folder or in Pulse360's Past Communication.

Tips

  1. You can add Client-to-do items if you require some actions from your client.
  2. If a note is not appearing on the preview, make sure that you have included the topic in the template and that the note is flagged for Summary. 









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