Video Tutorials & Documentation
- How to View Email Reports in Pulse
- How to Use the New Reporting Features in Pulse
- How to Add Recurring Calendar Events that are Not Linked to Contacts in Pulse
- How to Share a Phone Number for Text Messaging with Multiple Users in Your Pulse Account
- Notifications for Unread Emails and Text Messages
- How to Enable Two Factor Authentication for Your App
- How to Test a Workflow Before Launching It
- How to Adjust the Default Sort Order for Project Boards
- How to Use Sales Pipeline Filters to Organize Your Deal Cards
- How to Customize Your Quotes Further with Proposal Terms and Other Templates
- How to Use the New Schedule One-to-One Emails and Text Messages for a Future Date
- How to Copy Contact Record Data to a Deal Record using Pulse Workflows
- Recommended DMARC Record Settings
- How to Create Custom Task Types
- Overview of Different Pipeline Types
- How to Track Activities for Contacts, Deals, and Other Records
- How to Setup and Manage Client Pipelines
- How to Send Emails to Multiple Deal Contacts
- How to Forecast Sales Revenue Per Pipeline
- How to Create and Mange Lead Pipelines
- How to Create and Manage Sales Pipelines (Deals)
- How to Create and Manage Deal Project Boards
- How to Configure Sales Pipeline Settings
- How to Configure Client Pipeline Settings
- How to Archive and Delete Pipelines
- How to Use Logic Link Script to Work with Scarcity Timers for Website Visitors
- How to Grant Access to Another User In Your Account to Login As Your User
- How to Add a Custom Domain for Logic Links (CNAME DNS Record)
- How to Mass Add and Remove Contacts from Project Boards
- How to Set Up Quote Packages and Plans in Pulse