How to Use Project Boards in Pulse

This video is a quick overview of our CRM and Project Management boards. A text description follows. 

This video does not elaborate on the CRM functionality the marketing sales and workflow automation on the backend and more of the robust features. It's a very basic and quick overview. So if you want more info feel free to reach out I'd be happy to give you a demo.

These project boards can be customized completely however you want you can use them for sales pipelines to manage your operations, your workflows, or anything that you want to manage in your business.

You can customize and set them up however you want and you'll see how these boards fully integrate with our CRM system in the application. What you'll see here is our CRM view but you can also toggle this view to be more of a data layout if that's how you like your records to show. You can add these contacts to the project boards and you can automate this as well.

So as soon as forms are submitted or other actions are taken you can add these contacts automatically add into your board. The nice thing about this you can customize these completely however you want so the stage 1 stage 2 stage 3.

I have these set up for this board right here so I can quickly add another stage if I wanted to.

For example, let's set up one up real quick. The title is "custom stage" I'll put a few statuses in here. I'll make this a default status, and you'll see I can choose whatever colors I'd like for these statuses, and then I'll save and close.

So just like that, we've added a new stage and we can drag and drop that into position at wherever we want on the board and we can even add contact field.

So you'll see that we on this board that we have a job title this is actually pulling specifically from the contact record data. That's Angela's job title right there so we can actually add as many contact fields as we want.

We could add Angela's address if we wanted to so I label this "field address" and let's make this like a beige color. We can drag and drop that wherever we want. I'll just leave that there for now so if we come back to this board and we refresh this you'll see that those fields have automatically been added here and you'll see these statuses change when we move this.

Now the great thing is you can set up automation behind this so you can automatically have contacts move from one board to the other. Or other statuses on the board update as you complete specific tasks with statuses that you have.

You can automate as many things as you want. This does have robust sales and marketing automation as well. You can set up email marketing campaigns.

You'll notice that these quick links so we can send an email to Angela if we wanted to just by clicking this email icon and it will open up a new tab. We can compose a new message we can select the template if we wanted to.

'Then we can also see if the emails were opened quickly delivered or failed and we can just quickly jump back if we wanted to read a note for Angela. We can do so and just close out a back on the board and go into the next contact.

Maybe we need to leave a note. We can set up note templates as well so we can quickly add that note to put it out back on the board.

Project boards are integrated with our CRM application you can have as many of these project boards as you want. You can set up the statuses stages and everything however you want as well so feel free to reach out if you'd like a demo of this and how it could work for your business