This guide explains how to set up and manage client termination reasons in LeadCenter.ai. Termination reasons help you record why a client relationship ended and allow you to filter or report on terminated clients efficiently.

1. Understanding Termination Reasons

Client termination reasons are used in both the Contact Details and Lead Details pages.
They serve two main purposes:

• To document the reason for a client’s termination.
• To filter or analyze leads and clients based on termination data.

When you create your LeadCenter account, several default termination reasons are automatically included.

2. Viewing Termination Reasons in Contact Details

1. Open any Contact in LeadCenter.
2. Click Edit to modify the contact’s details.
3. In the Basic Information section, you’ll find the Termination Date and Termination Reason fields.
4. You’ll see preloaded reasons such as:
   • Market Condition
   • Beneficiary Distribution
   • Other

To update, simply:

• Enter a Termination Date.
• Choose a Termination Reason from the dropdown list.
• Click Save to apply the change.

The contact’s status will now display as Terminated.

3. Adding or Editing Termination Reasons

If the existing reasons don’t fit your scenario, you can create new ones.

To add a new termination reason:

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

This opens the Termination Reasons List, where you can:

• Edit existing reasons.
• Add a new one by clicking Add New Reason.
• Enter the reason (e.g., Changed Advisor).
• Click Save to store it.

If a reason already exists, you don’t need to create it again.

4. Applying Termination Reasons to a Client

To record a termination for a client:

1. Open the client’s Contact Details Page.
2. Change their Status to Terminated.
3. Set a Termination Date.
4. Choose the appropriate Termination Reason from the list.
5. Click Save.

The system will automatically mark the client as terminated, and the termination details will now be visible in reports and filters.

5. Summary

By setting up client termination reasons in LeadCenter.ai, you can maintain clear, organized records of why relationships end, helping you analyze trends and improve retention strategies.