Get a comprehensive overview of each client with last and upcoming events, recent documents, and basic CRM details. Track events from CRM or Pulse360, add quick notes, create events, and view in-meeting notes. Manage notes, upcoming meetings, client to-dos, tasks, and related documents all in one place.
Dashboard Tab:
Last and Next Events: View recent and upcoming events - navigate to your meetings quickly and prepare your agenda or follow-ups
Recent Documents: Access the latest documents related to the contact.
New Document: Create New Document Navigation
Contact Details: Basic contact information.
Events: Navigate to all of your events
Details Tab:
Primary Details - All from your CRM
Contact Details - All from your CRM
Aliases - Contact Greeting - You can add your greetings here. Using the merge field [Contact Greeting] in your template will automatically insert the greeting you've added.
Events Tab:
Quick Notes: Create your notes quickly - anything unrelated to a meeting (e.g., a quick phone call)
Create Event: Create events in Pulse360; auto-syncs with your CRM.
Event Date: Navigate directly to a specific meeting for notes and preparation.
Delete/Edit an event from Pulse360.
Delete/Edit an event from Pulse360.
Click don't the three dots beside "Generate Text."
In-meeting Notes: Navigate and type notes during client meetings on a Word document-like page.
AI Writer: Navigate and generate text or emails using our AI Writer.
Notes Tab:
Latest Notes: View the most recent notes you've added.
Next Meeting: Any notes tagged as “Next Meeting” will show up here.
Client To-Do: List of tasks for the client. (Any notes with subtopic: Client To Do)
Tasks Tab:
Tasks: Manage tasks associated with the contact.
Status: You can change the status from your CRM or from Pulse360 and it will sync - two way sync. Pending to Done
Documents Tab:
Documents: All documents created in the "Documents" tab will be stored here.
New Document: Create a quick email using the templates you have, or start from a blank