Best Practice: Capture Trade-Related Documentation

Best Practice: Capture Trade-Related Documentation

With Pulse360, there are three ways that you can input trade documentation to automatically create tasks and send the notes to Redtail, Wealthbox, or Salesforce CRM:
  1. Entering a note and task for single-use
  2. Using note template with a task
  3. Creating collection
You can decide the appropriate way that will work best for your practice.

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



Related Links:

  1. How to Create and Edit a Document Template
  2. Collections: Overview
  3. How to Create and Manage Collections
  4. How to Apply a Collection to Contacts
  5. Topics: Overview
  6. How to Manage Topics


Tips

  1. Create a Trade note template with task attached.
  2. You can create a collection for Trade notes.
  3. Create a Document Template for Trade Tickets and email it to your team members.