FAQ
Can I add contacts/prospects in Pulse360?
If you have a CRM connected, Pulse360 will pull in contacts/prospects from there. Where do you update a contact? Where do you add a contact? What about duplicates? Because of these problems, Pulse360 has a one-way sync from your connected CRM. ...
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 ...
How can I remove header/footer from printed document?
When printing documents directly from Pulse360, the system automatically includes a small header with the date, time, and "Pulse360", as well as a small footer with the URL. If you want to remove these from your document, press "Print" on your ...
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 ...
Can I send out a document without connecting my email?
The goal of Pulse360 is to eliminate manual work for you, and connecting your email to Pulse360 is a large portion of that time-save. If you have any issues or security concerns with connecting your email, please email support@pulse360.com. If you ...
Popular Articles
Templates: Overview
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 ...
Connecting Salesforce to Pulse360
What you can do: Sync your Salesforce CRM with Pulse360 Synchronization with your Salesforce CRM allows you to be more productive, create notes in Pulse360, and have them automatically sent to Salesforce. You must have Salesforce Enterprise or better ...
Getting Started With Pulse360: Set Up
What you can do: Set Up Your Pulse360 Account Completing the first steps after signing up for Pulse360. How: Step-by-step directions on how to do that: 1. After you sign up for Pulse360, your workspace will automatically be created. You will receive ...
Meetings: Overview
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 ...
Email Errors
If you are having email errors: It was working fine but has suddenly stopped sending - check the steps below to re-authenticate. It is not even connecting when trying to set up an email - please reach out to us at support@pulse360.com. The issue ...