Pulse360

Steps to unarchive events and what CRM warnings mean

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

Best Practices and How to Use Client Notes Library

Client Notes Library

Use AI to Help with Your Meeting Prep

Add files to your meetings

How to utilize Pulse360 to create documents in "Meetings"

Meetings

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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.

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

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

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

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