This page plays a visual walkthrough. You screen-record your browser while narrating over it. Total runtime: 2:40.
"You need your leads as a CSV file, and you can make one on a computer or right on your phone. If your list lives in a lead tool's website, open it on a computer, filter to who you want, hit Export, and choose CSV — those sites usually work best on desktop. But if your list is already in a spreadsheet — the Excel app, Google Sheets, or Apple Numbers — you can do it straight from your phone: open the file, tap Export or Save As, pick CSV, and save it to your Files. Either way you end up with a .csv you'll grab in a second."
"Quick check on where your file lives. If you saved the CSV on your phone with Excel or Sheets, it's already in your Files — nothing to move, skip ahead. If it's on your computer and you'll upload from there, just open Pulse in your browser and go — no transfer. And if it's on the computer but you want to work from your phone, send it over three easy ways: AirDrop, email yourself, or Google Drive — then it lands in your Files."
"Open Pulse. Any browser. Log in with your email and password. The dashboard loads up."
"Go to the Leads tab. Hit Import List. A window pops up."
"Pick the category that matches your list. Pre-foreclosure, probate, cash-offer, whatever fits. This tells the AI how to talk to them. Click Continue."
"Click Choose File. Your file picker opens — Downloads on a computer, or your Files on a phone. Your CSV is right there. Pick it. Loads in less than a second because Pulse parses it right in the browser."
"Pulse auto-detects your columns. Glance at the preview to confirm. Click Import Leads. Done. If you're on Pro, your AI opener is already waiting — review and hit send. From export to sending: under three minutes."