Setup
Get your Pulse360 environment ready for optimal performance.
17 articles
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