Pulse

Leads in Pulse - Pipeline, Scoring, Enrichment, and Email Sequences

How the Pulse Leads module works from first contact to client conversion: pipeline stages, automatic lead scoring, enrichment, activity logging, email outreach, and automated sequences.

Pulse · 16 Jun 2026

▶ Playlist

Posts in this playlist

5 parts
  1. 1Understanding Leads and the Pipeline in PulseWhat a lead record contains, how the seven pipeline stages work, how to move leads between stages, and how the list view helps you manage your opportunity list.→
  2. 2Lead Scoring and Enrichment in PulseHow Pulse scores leads automatically using five weighted categories, what the grade and priority mean, and how enrichment adds web analysis, email validation, and contact discovery to a lead.→
  3. 3Lead Activities and Email Tracking in PulseHow to log activities against a lead, what activity types are available, how email engagement tracking works, and how to spot hot leads who just opened your email.→
  4. 4Turning a Lead into a Client in PulseHow to convert a won lead into a Pulse client, what requirements must be met before conversion, what happens to the lead data after conversion, and how commission attribution works.→
  5. 5Email Sequences in PulseHow to build multi-step email sequences in Pulse, enroll leads, track delivery, handle replies and opt-outs, and set up the sender profile needed for outreach.→

The Pulse Leads module is where prospective clients live before they become paying customers. It handles the full pipeline from first contact through conversion — with automatic scoring, web and contact enrichment, activity logging, email outreach, and automated sequences that run in the background while your team focuses on the best opportunities.

What this playlist covers

This playlist explains how the leads pipeline works, how Pulse scores leads automatically, how enrichment adds detail to basic records, how to log activities and track email engagement, how to convert a won lead into a client, and how to set up email sequences for systematic outreach.

Who should read this

Read this playlist if you manage prospective clients, run outreach campaigns, track which leads are hot, qualify and score opportunities, or want to understand how a converted lead connects to billing and commission tracking in Pulse.

Frequently asked questions

Can I customise the pipeline stages?

The seven pipeline stages (New, First Contact, Discovery, Proposal Sent, Negotiation, Won, Lost) are fixed in Pulse and cannot be renamed or reordered.

Does lead conversion automatically create an invoice?

No. Conversion creates the client user record and sends an invite. Invoices are created separately in the Invoices module and linked to the client.