Guide

Getting Started

Set up LeadPulse in minutes. Follow these steps to connect your channels and start managing leads.

1

Create Your Account

Sign up at my.leadpul.se with your email address. You'll get a 14-day free trial with access to all features — no credit card required.

  • •Choose a strong password
  • •Verify your email address
  • •Set up your profile name and organization
2

Connect Your Channels

Link your Google Voice and/or Gmail accounts so you can text and email directly from LeadPulse.

  • •Navigate to Accounts in the sidebar
  • •Click 'Add Account' and choose your channel type
  • •Follow the OAuth authorization prompts
  • •Your account will begin syncing automatically
3

Import Your Contacts

Bring in your existing contacts via CSV, Excel, or vCard file — or add them manually.

  • •Go to the Contacts module
  • •Click Import and upload your file (CSV, Excel, or vCard)
  • •Map your file's columns to LeadPulse contact fields
  • •Review and confirm the import
4

Send Your First Message

Open a contact or start a new conversation. Type your message and hit send — it's that simple.

  • •Click on a contact to open their profile
  • •Choose Text or Email from the conversation view
  • •Type your message and press Send
  • •View delivery status in real time
5

Set Up Campaigns

Create reusable message sequences and launch campaigns to reach multiple contacts automatically.

  • •Navigate to Campaigns in the sidebar
  • •Create a Sequence — a multi-step message flow with text and/or email steps
  • •Set timing and delays between steps
  • •Create a Campaign, select your sequence, and enroll contacts
6

Invite Your Team

Add team members to collaborate on lead management. Assign roles and organize into teams.

  • •Go to Settings → Team Members
  • •Invite members by email
  • •Assign admin, manager, or member roles
  • •Create teams to organize your workflow

Ready to get started?

Start Free Trial →
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