What you can do: Create and Send Follow-up/Summary
As a Financial Advisor, you have numerous meetings throughout the day, and sending follow-up or summary emails to your clients can be an efficient way to keep them informed about what was discussed during the meeting and your future plans. With Pulse360, you can easily create and send such emails in no time. Watch video:
How: Step-by-step directions on how to do that:
Navigate to your meeting:
Via "360 View":
Navigate to the "360 View" section, where all your scheduled events are listed.
Locate the client and event date, then click the event date beside their name.
Via "Meetings" Tab:
Go to the "Meetings" tab.
Select the client and event date you want to work on.
Click on the event date you want to work on
On the Document Preview on the right side, a default Summary Template will be prepared for you.
You can select another template by clicking on it and choosing from the dropdown list.
Add notes. You can create new notes, use Note Genius or CaptureGenius, add them from the Library, or apply a Collection. All notes you add will automatically be flagged as Summary.
If you wish for a note not to appear in the final document, you must untick the "Add to Document" button on the note.
After you add notes, they will automatically appear on the right in the preview.
Note: If a note is not appearing on the preview, make sure that you have included the topic in the template by switching to Template View.
Fill in the flexible fields. This can be done by adding a note and pressing the alert icon (red triangle with "!" inside). Otherwise, you will be prompted to fill in the fields before sending out the document.
Note: Pulse360 will not allow you to send out a document without filling in the required flexible fields.
Press the "Finalize and Share" button on the Preview. This will open the Document Editor, where you can edit the text. The toolbar is at the top. In the editor, you can send the document, print it, or PDF it.
Note: If you make changes on this screen and go back to the split-screen view, these changes will be overwritten by adjusting notes on the left. This should be your last step to make any tweaks before sending.
The document will sit in your email in the sent folder or in Pulse360's Past Communication.
After you send an email out to your client, next to the "Finalize and Share" button will appear a clock icon - "Past Communications." By clicking on it, you can see all documents sent, printed, or saved from this meeting.
On the right side, you can select the gear options icon on the right (beside Finalize and Share) to print the document, create a PDF, copy the text, and change Greeting.
Note: If you hide the document preview, it can be reopened by clicking on "Show Document."
Tips
You can add Client-to-do items if you require some actions from your client.
If a note does not appear on the preview, ensure that you have included the topic in the template.