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How Pulse Tasks and Notifications Work

Understand how Pulse generates tasks, sends notifications, and helps you stay on top of key business activity.

How Tasks Are Created:

  • Tasks are generated from back-office data
  • Each task is tied to a specific event (example: first order, failed payment)

Notifications:

  • Push notifications alert you when tasks are created
  • Alerts help you act quickly on important events

Task Actions:

  • Follow Up Now
  • Follow Up Later
  • Dismiss

Important Note:
Tasks may remain open even if action was taken outside the app (example: phone call or in-person conversation).

What to Do Next:
Use notifications to act quickly and manage your tasks regularly.