What are Quick Notes?

What are Quick Notes?

What are Quick Notes

A Quick Note is not related to any Events (appointments) that you have with your client. It means these notes are not organized. 



This area is used to add some general or spontaneous information that is not related to any meetings. If needed, you can later transfer notes into a meeting record. Alternatively, you can add a new note template to the Library as well. 

NOTE: If you don't have any meetings scheduled for your client, all Actions will take you to the Quick Note area by default.

How to add Quick Note in a client's record:

1. Navigate to the Workspace. Select a contact and click "Next."

2. Select "Add or Review Notes" Action, which will automatically take you to the Quick Note area. You can see this under "Select Events" next step 3. 





How to add Quick Note using the Shortcut:

1. Navigate to the Workspace. 

2. Select Quick Capture at the top. Write down the note.

3. When you save the note, it will by default select the Quick Note area. You can change it to an event if you want.



    • Related Articles

    • How can I use Voice Input?

      In Pulse360, you can enter notes using a "voice to text" method. For this, Pulse360 uses your device capabilities.  This comes in very handy while typing your In-Meeting Notes.    Please follow the links below that correspond with your device to see ...