If you’re a Pulse user, first off, thanks for being apart of our focusIT family! We feel honored to have you along for the ride.
If you’re not + want to learn more about how you could increase your profit and save hundreds of hours per year, you can take a peek here or schedule a demo with a rep, here.
For our Pulse tribe, we have new trainings up on our YouTube channel that you can watch, here.
The Round-Up Includes:
How to Add Custom Tags to a File
How to Create Custom Pipeline Views
How to Create Custom Email Templates
How to Apply a Filter to Your Pipeline View
How to Create a New Lead From an Existing File
How to Assign a Lead or Loan to a Marketing Campaign
Happy Viewing!
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