Getting Started
Get up to speed quickly with Pulse360. These articles provide essential guidance for beginners, ensuring a smooth start.
11 articles
Getting Started With Pulse360: Set Up
Add or edit client greetings.
Sending Out Your First Summary
Sending Out Your First Agenda
Creating Your First Template
Connect Redtail Email
Connecting Redtail to Pulse360
Connecting Wealthbox to Pulse360
Connecting Salesforce to Pulse360
Connect Smarsh Email
How to Connect Your LPL Email