Notes and Collections Library: Overview
What you can do: Save Notes Templates Some notes are unique and can be used only on specific occasions for specific clients. Other notes can be very generic and reused across all contacts. You may want to write them in a way so that you can ...
What you can do: Group Notes Collections are groups of note templates that you have in your Notes Library. You can add as many notes as you want to your Collections, including those that have tags, workflows, and attachments. Overview Collections can ...
What you can do: Add Notes and Create Documents Once everything is set up, the "Meetings" is the area where you will spend 99% of your time. It is where you create/add notes, manage and search your notes, and send/download documents. Overview In the ...
Merge Fields in Document Templates: Overview
What you can do: Add Information into Document Template A merge field is a field you can put in a template to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the ...
What you can do: Create Document Templates Document Templates are an accumulation of blocks to create a template - usually an Agenda or Summary. Pulse360 has pre-made templates, but it’s recommended that you create and customize your own. Click ...