43 docs tagged with "pulse"

What this page is — where leads come from, broken down by source, channel and campaign.

What this page is — the four engagement tabs on a lead record: Activity Log, Comments, Emails and

What this page is — the rules that hand a lead to Orbit Vox for an automated outbound call.

What this page is — the ordered rules that decide who receives a lead the moment it is created.

What this page is — the actions that apply to many leads at once: assign, update, change status,

What this page is — named sets of contacts, and how to manage who is in them.

What this page is — the rules that turn a qualifying lead into a contact.

What this page is — the rules that turn a qualifying lead into a deal with a value, and the field

What this page is — extra fields you can add to the lead record, defined once and available on

What this page is — the deal pipelines and the stages inside them, with the probability each stage

What this page is — the order to configure Pulse in on a new tenant, and why that order and not

What this page is — how to load leads from a spreadsheet, and how to get them back out.

What this page is — how to load contacts from a file.

What this page is — the API contract for creating leads from outside the application: the endpoint,

What this page is — the list of users who are allowed to own a lead.

What this page is — the five reports that sit over Pulse's lead and deal data.

What this page is — the letter grades a lead can carry, and where the letters come from.

What this page is — the executive summary: four headline figures and an acquisition trend.

What this page is — the distribution of lead quality, segmented by grade, source and custom fields,

What this page is — how to create a queue and choose who may take leads from it.

What this page is — the configured list of channels a lead can arrive through: Google Ads, a

What this page is — the customer records in the Customer Relationship category.

What this page is — the vendor records: the suppliers side of the Customer Relationship category.

What this page is — the map of Orbit Pulse: which eight modules make up the CRM, what each one

What this page is — every permission Orbit Pulse offers, listed by the name you see in the role

What this page is — the funnel: how many leads sit at each stage of the journey, and where they

What this page is — the pipelines a lead can travel, and the statuses that make up each one.

Route Open the Pulse report builder (view) / Manage saved reports

What this page is — the rules that award points to a lead, and the action that applies them.

What this page is — a grouping layer above lead sources, so Facebook Ads and Google Ads both

What this page is — an explanation of the four different indicators of lead quality that Pulse

What this page is — who is handling the leads: activity volume per agent, and how loaded each queue

What this page is — the full record for one contact.

What this page is — the contact database: everyone you have a relationship with, as distinct from

What this page is — the full record for one deal: value, currency, stage, owner, close date and the

What this page is — the deals screen: opportunities grouped by stage, with a list view alongside.

What this page is — the kanban view of leads, one column per status, where dragging a card moves

What this page is — the full record for one lead: identity, ownership, qualification, custom

What this page is — the entry point to lead configuration: eight sections holding everything you

What this page is — the leads table: the screen most people have open all day, with its ten

What this page is — a symptom-first index of everything in Pulse that goes wrong quietly.

What this page is — the API keys that let an outside system create leads, and the log of everything

What this page is — the Queues tab of the leads list, where an agent takes the next lead from a