How-to
Explore practical, step-by-step instructions to make the most of Pulse360's features.
67 articles
- Style Tables for Branded PDFs and Emails
- Show Your Value with Milestone Deliverables
- Loop in Spouses, CPAs, and Attorneys Without Looking Up Their Email
- How to transfer/move notes
- How to manage tags
- How to manage topics and sub-topics
- How to manage collections
- How to Create a Dynamic SmartField Using Wealthbox Data
- How to Create Single or Bulk CRM Tasks from the Transcript Area and the Contact Dashboard
- Using Segments with Your CRM Integration
- How: Use Hubly Workflows in Pulse360
- Custom Vocabulary
- Insert Library Content into Notes with Slash Commands
- How to Add Default BCC
- How to Secure Your Emails - Encryption Services
- How to Upload a Document to the Document Vault
- How to Add a Logo
- Connect Your CRM
- How to Add a Wet Signature
- How to Add Email Signature
- How to Connect Your Email
- How to Add Client Information
- Set up Multi-Factor Authentication (MFA)
- How to Connect Zoom to Pulse360
- How to Send CaptureGenius Bot to a Zoom Meeting
- How to Connect Holistiplan to Pulse360
- How to Connect Your Email Connection (For Cambridge Users)
- How to Connect Your Email Connection (For Osaic Users)
- How to Connect to Wealthbox (Data)
- How to Integrate Your Calendar and Add Meeting Links
- How to Connect Hubly to Pulse360
- How to Connect & Pull Redtail Data
- Connect Nitrogen Data for SmartFields
- How to Restore Archived Events
- How to Create Emails in the AI Writer
- How to Display All Template Content in the Document
- How to Create and Manage Client Greetings
- How to Delete/Remove Attachments from the Notes, Notes Template, and Email
- How to Attach Files
- How to Change the Order of Topics in the Document/Email
- How to Use Capture Genius
- How to Delete CaptureGenius Audio/Video
- Client Notes Library
- Use AI to Help with Your Meeting Prep
- Add files to your meetings
- How to Format Notes Text
- How to Compose an Email and Generate Notes using AI Writer
- How to Use Note Genius to Create Notes
- How to Add PreciseFP Links
- How to Take Notes on a Document Template in the In-Meeting Notes
- How to Create Document Using Filtered Notes
- How to Change the Order of Notes in the Document
- How to Add Nitrogen/Riskalyze Links
- How to Quickly Add Notes via Quick Capture
- How to Create New Notes
- How to Add Handwritten Notes
- How to Add In-Meeting Notes
- Understanding and Managing Mirror Notes
- How to Create a Dynamic SmartField Using Holistiplan Data in Pulse360
- Bulk Note Management in the Library