The Pulse is your all-in-one business dashboard. It’s an online portal where you can access all your digital marketing products, view performance reports, manage customer communications, and much more, all under our company’s brand. Think of it as your business’s command center on the web, bringing all your tools into one convenient place with a single login.

1. Visit your custom login page at: https://holmegarth.smblogin.com/login/.
2. Enter the email address and password associated with your account and click Log In.
3. If you've forgotten your password, use the "Forgot Password" link on that page to reset it.

When you first log in, you'll land on the main dashboard, which gives you an at-a-glance overview of your business.

• Recent Activity Feed: A real-time stream of the latest events like new reviews, leads, and social media comments.
• To-Do List: Highlights urgent items that need your action, such as unread messages or unresponded-to reviews.
• Main Navigation Menu: On the left, this menu takes you to all the different sections of The Pulse.

Get quick, app-like access to The Pulse by installing it on your mobile device's home screen. This doesn't require an app store.

For iPhone & iPad (Safari):

1. Open Safari and navigate to your login page.
2. Tap the Share button (square with an up arrow).
3. Scroll down and tap "Add to Home Screen", then tap "Add".

For Android Devices (Chrome):

1. Open Chrome and navigate to your login page.
2. Tap the menu button (three vertical dots).
3. Select "Install app" and confirm by tapping "Install".

Your Business Profile is the central hub for all your key business information. Keeping it accurate is the first step to ensuring your CoreData is consistent across the web.

How to Edit Your Business Profile:

1. From the main navigation menu, go to My Business > Business Profile.
2. Here you will see different tabs for your information. Click on a field to edit it.
3. Make your changes and click the "Save" button. These changes will automatically be synced to your connected listings.

Key Information to Keep Updated:

• Business Details: Your business name, address, phone number, and website.
• Categories: Select the categories that best describe your business to help customers find you in searches.
• Hours of Operation: Set your regular business hours. You can also add Special Hours for holidays or other events.
• Photos: Upload high-quality photos of your business, including your logo, storefront, team, and products or services.

The Inbox brings all your customer conversations into one place, so you never miss a message. It combines Email, SMS, Facebook Messenger, Instagram DMs, and leads from your web chat into a single, collaborative feed.

How to Manage a Conversation:

1. Open a Conversation: New messages will appear at the top of your Inbox. Click on any message to open the full conversation thread.
2. View Contact Details: The right-hand panel shows details about the contact from your CRM, giving you instant context about who you're talking to.
3. Reply to the Message: Type your response in the text box at the bottom and click "Send".
4. Mark as Complete: Once you've handled the inquiry, click the "Mark as Complete" button to move the conversation from your "Unread" or "Active" list to the "Completed" folder, keeping your main inbox clean.

The Sales Pipeline is a visual tool within the CRM that helps you track potential deals—called Opportunities—as they move through your sales process from the initial contact to a closed sale.

How to Manage Opportunities:

1. Navigate to the Pipeline: Go to CRM > Pipeline from the main menu.
2. Customize Your Stages: Click "Edit Stages" to rename, delete, or add new stages that match your sales process.
3. Create an Opportunity: Click "Add Opportunity" and fill in the details, including the deal name, contact, estimated value, and source.
4. Work on an Opportunity: Click on an opportunity card to open its detailed view. Here you can add notes, create tasks, and log activities like calls and meetings.
5. Move & Close: As you make progress, drag and drop the opportunity card to the next stage. When the deal is finalized, drag it to "Won" or "Lost".

Actively manage your online reputation with CiteReply by responding to reviews and generating new ones.

How to Respond to a Review:

1. Go to CiteReply: From the main dashboard, navigate to the Reputation or Reviews section.
2. Find the Review: You'll see a feed of your latest reviews. You can filter the feed to see only reviews that haven't been responded to.
3. Click "Respond": Underneath the review, click the "Respond" button. You can write your own response or use the AI assistant to generate a suggested reply.
4. Post Your Response: Click "Send" or "Post Reply". Your response will be published directly to the site where the review was left.

How to Request and Track Reviews:

1. Send a Request: From the CiteReply dashboard, click on "Get Reviews". You can send a request to a single contact or send requests in bulk by selecting a contact list.
2. Track Performance: After sending, navigate to the "Requests" tab to track the performance of your campaigns, including open rates, click rates, and how many new reviews were generated.

Manage all your social media from one place using Cadence.

1. Navigate to Cadence: From the main dashboard, go to the Social or Cadence section.
2. Open the Composer: Click the "Compose" or "Create Post" button.
3. Select Social Accounts: At the top of the composer, select the social media profiles you want to post to.
4. Write Your Content: In the text area, write your post's caption. You can use the built-in AI assistant to help generate ideas or refine your copy.
5. Add Media: Click the media section to upload an image or video from your computer.
6. Schedule or Publish: Under the "Publish" options, you can choose to "Post Now" or select "On Scheduled Date".
7. Confirm Your Post: Review the preview on the right, then click "Post Now" or "Schedule Post".

Save time and create consistent customer experiences by automating repetitive tasks. An automation consists of a Trigger (the event that starts it), and one or more Actions (the tasks the system performs).

How to Build an Automation:

1. Navigate to Automations: Find the Automations section in the main navigation menu.
2. Create a New Automation: Click "Create Automation" to open the workflow builder.
3. Select a Trigger: Choose the event that will start your workflow (e.g., "Contact submits a form").
4. Add Actions: Click the '+' icon to add actions. You can add multiple actions, such as "Send Email", "Add Tag", or "Create Opportunity". Use "Wait" actions to create delays between steps.
5. Activate the Automation: Give your automation a descriptive name, review the workflow, and then click "Activate".

Engage your customers with targeted campaigns using Client Cast.

How to Send a Campaign:

1. Create a Contact List: Go to the CRM (Contacts) section and use tags to create a targeted list.
2. Start a New Campaign: Navigate to Marketing > Campaigns and click "Create Campaign". Select "Email" or "SMS".
3. Choose Your Audience: Select the contact list you created.
4. Design Your Message: Use the builder to create your content. For emails, you can use a drag-and-drop editor. For SMS, keep your message concise and include an opt-out message like "Reply STOP to unsubscribe".
5. Review and Send: Test your campaign, then send it immediately or schedule it for later.

Important: You must have explicit, written consent from a contact before you can send them marketing text messages.

To ensure your emails from Client Cast land in your customers' inboxes, it's crucial to authenticate your domain.

How to Authenticate Your Domain:

1. Navigate to Administration > Email Settings.
2. Find the section for domain authentication which provides you with specific DNS records (usually CNAME records for SPF and DKIM).
3. Copy these records and log in to your domain registrar (e.g., GoDaddy, Namecheap).
4. Navigate to the DNS management section for your domain and add the records provided.
5. After adding the records, it may take up to 48 hours for the changes to take effect.

This tells email providers like Gmail that our platform has permission to send emails on your behalf, dramatically improving your deliverability.