This guide explains how to configure and manage the Client Status field in LeadCenter.ai. The client status helps classify contacts, improve filtering in reports, and ensure compatibility with integrated CRMs such as Redtail and Wealthbox.

1. Purpose of the Client Status Field

The Client Status field allows you to organize contacts based on their relationship with your firm. It serves as a classification tool that works alongside other fields such as:

• Stage
• Stage Status
• Category

These fields help you segment contacts, track progress through your sales pipeline, and generate accurate reports.

The Client Status field is also used to maintain backward compatibility with integrated CRMs (like Redtail and Wealthbox), ensuring that contact data syncs consistently between systems.

2. Default Client Status Options

By default, LeadCenter provides the following client status options:

• Active Client – Current clients with ongoing engagements.
• Business Relations – External partners, vendors, or referral sources.
• Not a Client – Leads or prospects who are not yet clients.

You can customize these options to match your firm’s workflow.

3. How to Customize Client Statuses

To add, edit, or remove client statuses:

1. Click your name in the upper-right corner.
2. Select Settings.
3. Go to Contact Management.
4. Click Client Status.

This opens the Client Status List page, where you can:

• Edit an existing status (rename it or update its description).
• Delete statuses that are no longer used.
• Add a new status by clicking Add New.

Example

You can add custom statuses such as:

• Lead
• AAA Client
• BBB Client

Click Save after entering each new status. These new statuses will immediately become available in contact records and filters.

4. Applying Client Status to a Contact

Once your statuses are configured, you can assign them to contacts:

1. Go to the Sales Pipeline or Contacts page.
2. Open a contact’s details.
3. In the Client Status field, select the desired status (e.g., AAA Client).
4. Click Save.

The updated status will now appear on the contact’s profile and can be used in filters and reports.

5. Integration with Redtail and Wealthbox

If you’ve integrated LeadCenter with a CRM such as Redtail or Wealthbox, it’s essential to ensure field mapping consistency.

For Redtail Integration

• The Client Status field in LeadCenter maps to the Contact Status field in Redtail.
• Ensure that both systems use matching values for seamless data synchronization.

For Wealthbox Integration

• The Client Status field in LeadCenter maps to the Contact Type field in Wealthbox.
• Again, confirm that the lists in both platforms contain identical values.

This ensures that updates made in LeadCenter automatically reflect in your CRM.

6. Summary

By managing your Client Status list effectively, you can organize contacts more precisely, improve reporting accuracy, and maintain smooth integration with external CRMs like Redtail and Wealthbox.

Thank you for watching.