What you can do: Create New Notes
Pulse360 allows you to easily add notes to a contact. If the note is only relevant once, you can use the "Create New Note" button or the Quick Capture feature. You can also save notes to the Notes Library for future use.
How: Step-by-step directions on how to create a note:
1. Go to Meetings Workspace:
Select the contact by typing their name.
Choose your event or save the note in Quick Notes if it's not related to any events
2. Click "Create New Note" at the top of the screen.
3. Write Your Note:
Keep the notes brief and simple, like bullet points.
If you're adding a note to the library for reuse, use Smart Fields (like firm names, dollar amounts, etc.) by typing a forward slash (/) followed by a character.
4. Organize the Note:
Assign it to a specific topic or sub-topic for easy searching.
5. Add Extra Information or Automation (optional):
Attach files, create tasks, or trigger workflows linked to the note.
Add tags or save the note to a Collection, which will store it in the library.
6. Choose Between Single Use or Library:
If the note is for one-time use, click "Add for Single Use."
If it's reusable, click "Add to Library."
After saving, the note will be automatically added to the client’s record. If there are any Smart Fields, you’ll be prompted to fill them out before sending them.
Tips
Don't type all the information in one note, separate it by concepts: 1 concept = 1 note. It is similar to bullet points.
Write your notes as if the client will read them.
Separate notes from internal and client-facing.
You can also use Quick Capture to create notes.