Pulse360

If you encounter an email error while trying to send a message, follow these steps to resolve the issue.

Email error

Here's why the notes are not appearing on the document preview.

Notes not appearing on the document preview

Meetings not showing in Pulse360

Delete Meetings | Delete Events | Delete Appointments

How to delete meetings from Pulse360

Here's what to do in order to remove duplicated contacts

Duplicated contacts

Here's why you don't see your notes or document in the meeting/event.

I don't see my notes/document in the meeting

If you’re missing notes in your CRM, here’s why it might be happening and what you can do to fix it. Syncing with Pulse360

Why are my notes not in CRM?

Here's what to do when contacts are not showing in Pulse360

Contacts not showing in Pulse360

When trying to connect an inbox for an IMAP account using the IMAP protocol and it returns an error, follow this troubleshooting guide.

IMAP authentication issues

Because of the auto-correct, dates written with a slash are turned into a fraction; typing something after a colon turns text into emoji.

Override Auto-correct

Which templates from PreciseFP show up in Pulse360?

Find Out Why Notes Are Not Showing up in the CRM

Notes Not Showing up in the CRM

My CRM Meetings/Events Are Not Showing up in Pules360

CRM Meetings/Events Are Not Showing up in Pules360

How to Reset Your Password

Cannot Find Advisor to Assign CRM Task

Solve common issues effortlessly. Find expert guidance and troubleshooting steps to ensure a smooth experience with Pulse360

Troubleshooting

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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