This guide explains how to configure and manage Office Locations in your LeadCenter.ai account. Office locations help you organize leads, contacts, events, and reports by physical or regional offices within your business.

1. Purpose of Office Locations

Office locations allow you to:

• Assign leads, contacts, and events to specific offices.
• Filter reports and dashboards by office.
• Manage performance insights for each branch or regional location.
• Display office-specific details in public event listings (if enabled).

If your organization operates multiple offices, adding each as a unique location ensures accurate reporting and operational tracking across your business.

2. Accessing the Office Locations Page

To configure office locations:

1. Click your name in the upper-right corner.
2. Select Settings.
3. Under Basic Settings, click Office Locations.

This opens the Office Locations page, where you can view, add, edit, or remove office locations.

3. Adding a New Office Location

To add a new location:

1. Click Add New Office Location.
2. Enter the Location Name — for example, Houston 2.
3. Enter the Address — for instance, Houston, Texas.
4. (Optional) Enable the Public toggle if you want this office to appear as a filter on your website’s embedded Events List Page.
5. Click Save.

Your new location will now be available in all relevant modules and filters.

4. Using Office Locations in LeadCenter

Once created, office locations can be used across several areas of LeadCenter:

• Leads & Contacts: Assign contacts or leads to a specific office.
• Events & Seminars: Tag events with their corresponding office for reporting and filtering.
• Reports: Filter reports such as:
  • Sales Pipeline Report
  • Production Report
  • Appointment Report

Example

If you open a Production Report, you can use the Location Filter to display data only for a specific office — such as viewing issued production for Houston 2.

5. Editing or Deleting Office Locations

If you need to make changes:

• Click the Edit icon to modify the office name or address.
• To delete a duplicate or unused location, click the Delete icon next to it.

Note: Deleting a location will remove it from future dropdowns and filters, but it will not affect existing records already assigned to that location.

6. Public Location Option

When adding or editing a location, you’ll see a Public radio button.

• If selected, the office will be visible as a filter option on your public events list page (when events are embedded on your website).
• This helps website visitors filter events by specific office or region.

This feature is especially useful if you host events or seminars across multiple branches.

7. Summary

By adding and managing Office Locations in LeadCenter.ai, you can segment data, streamline reporting, and enhance visibility into your business performance across multiple offices.

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