What you can do: Create Riskalyze Links
If you need to send a Risk Questionnaire to your client by integrating Pulse360 with Riskalyze, you can send the link directly from Pulse360.
For this, you need to connect Riskalyze to Pulse360.
Check out the video to see how to do that:
How: Step-by-step directions on how to add Risk Questionnaire links:
1. When creating a new note, click the Riskalyze button in the formatting options below.
2. A box will appear. Select the type of Risk Questionnaire you want to generate. In "Riskalyze Contact," select the contact to generate the link. Input the amount invested.
Press "Create Link."
3. Copy the generated link and paste it into the note.
OR
Highlight part of the text and select the link icon to embed the link.
5. Add the note to the client's record. It will appear in the document preview on the right as long as the topic is included in the selected template. Press "Send Email."
