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Before you beginPulse may not be enabled for your account. For more information about Pulse, contact your system administrator.

Pulse provides in-depth analytics of the Insight activity for the LeadsAnalyze and Forecast users in your company. Metrics reported include the number of logins; the number of projects and companies viewed and tracked; the searches run and saved, and the number of exported projects, companies and documents.

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  • from the top left of any Pulse window, click to select the feature you want: 

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PulseIncldeUnasign

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  • toggle the button to make the selection:  Image Removed

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  • Repeat to include only those users assigned to teams.

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    pulseselectdaterange

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To select the date range,  

1

Click on the date field at the top of the window to display the date range menu:

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2

Choose from the following to select the date range.

OptionDescription
Interactive calendar
  • In the Date Range menu, click Custom.
  • Click on the calendar and select the beginning and ending range.
Manual rangeIn the From and To fields, enter the dates.
Preset date range

in the Date Range menu, select one of the following preset date ranges:

  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • Last Week
  • Last Month
  • Last 3 Months
  • Year to Date
  • Month to Date
  • Last Year


3

Click Apply to set the desired date range.

Result: The menu refreshes with the new date range.