Pulse Quickstart Guide
How to Change Your Password
In this video, you'll learn how to change your password. There are also text-based instructions with screenshots below the video.
How to Manage Your Profile
In this video, you'll learn how to manage your profile.
How to Change Your Profile Picture
In this video, you'll learn how to change your password. There are also text-based instructions with screenshots below the video.
How to Manage Your Admin Settings
In this video, you'll learn how to manage your corporate settings. Text instructions follow.
How to Manage Your Subscription
In this video, you'll learn how to update your subscription. There are also text-based instructions with screenshots below the video.
How to Add and Manage Users
In this video, you'll learn how to add and manage all of your users.
Add Your First Contacts
In this video, we show you how to use Contact section from our ultimate CRM solution.
Save Time by Importing Contacts
In this video, we show you the steps to import contacts into your Pulse application. You can modify the columns on the template to be whatever fields you want to map data to in Pulse.
Create & Send Text Messages
Here you'll learn how to create and send text messages.
How to Use the Email Builder
Learn how to use the email builder to build HTML responsive email templates.
Send Broadcast Emails & Text Messages
Here you'll learn how to send email blast and mass text messages.
Email & Text Message Nurture Campaigns
In this video, you'll learn how to create an email and text message nurture campaign.
How to Setup Your Email Signature Branding
Learn how to manage and update your email signature settings for consistency accross all users in your application.
How to Update Your Email Signature
In this video, you'll learn how to customize email signature you sent to your customers and prospect.
How to Create and Use External Forms
In this video, you'll learn how to create forms inside Pulse.
How to Create and Manage Sales Pipelines
In this tutorial, we’ll show you how to set up your sales pipelines inside Pulse—customizing the stages, naming your pipelines, and organizing them to match your sales process. You’ll learn how to create multiple pipelines for different services, teams, or lead sources and keep everything streamlined and easy to manage.
How to Configure Sales Pipeline Settings
In this video, you’ll learn how to adjust key pipeline settings, including setting lost reasons, making them required or optional, customizing currency per pipeline, and more. These settings help you tailor each pipeline to match your sales process and reporting needs.
How to Use Sales Pipeline Filters to Organize Your Deal Cards
Learn how to filter and sort your pipeline views by owner, task due date, stage, and more—so you can focus on what’s most important and keep your pipeline clean and actionable.
How to Forecast Sales Revenue Per Pipeline
Get a clear picture of projected revenue based on open deals in each stage. This video shows you how to forecast revenue and use your pipeline to plan and prioritize sales activity.
