How to Set & Track Annual Marketing Goals

In this tutorial, learn how to set and track annual marketing goals in LeadCenter.AI to stay focused, measure progress, and align your marketing efforts with business growth. Ideal for financial advisors, this feature helps you plan strategically, monitor performance, and adjust campaigns to hit your yearly targets.

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LeadCenter CRM—Anywhere You Go

Access your contacts, calendar, and tasks on the go with the LeadCenter mobile app for iOS and Android.
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