Meetings and meeting notes are the lifeblood of your practice. So naturally, being organized and having a pulse on what is happening is critical for practice management. For this reason, we created the 360 View — a Meeting Intelligence Dashboard to help you, the advisor and your team be on the same page without having to "remember."
We are taking the concept of calendar a bit further — more actionable for you. In this video, check out how you can get a high level view of your next 15-days of meetings and your past 15-days of meetings. And naturally, all these notes are synchronized back to Redtail, Wealthbox and Salesforce CRM.
Check out the video to see what we mean
Disclaimer: The video shows an older version of Pulse360 but the core functionality is the same. If you have any questions, contact support at support@pulse360.com
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