Hello, my name is Chris. In this article, you'll learn how to manage contact data in LeadCenter.

There are two types of data you can gather for each contact:

1. System Data – Includes built-in system fields.
2. Custom Fields – Fields you create based on your firm’s specific needs.

Viewing Contact Details

When you open a Contact Details page, you’ll see the Important Info section displaying key details such as:

• Sales Pipeline Stage
• Lead Source
• Capture Medium
• Owner
• Creation Time
• Client Status
• Other core contact details

As you scroll through the Overview section, you’ll find:

• Basic Info
• Contact Cards
• Additional Info

These areas store the system-defined fields built into LeadCenter.

Managing Family Information

At the top of the Overview page, you’ll find Family Information, where you can view or create a family structure for the contact.

Example:
To create a family, start by building a family tree.
In this case, the contact Candor will be set as the Head of Household.

The “Know Your Client” Section

Under the Know Your Client section, you’ll find additional system fields, including:

• Health Information
• Identification
• Employment History
• Keywords and Interests
• Miscellaneous Info
• Professional and Primary Contact Details

These fields help capture important client background information in one organized view.

Working with Custom Fields

In the same Overview section, you’ll also see Custom Fields.
Any field you’ve created will appear here for each contact.

To edit custom fields:

• Click the Edit link next to the field section.

For more advanced customization, you can use the Custom Field Designer, which is covered in a separate tutorial video.

Managing Financial Information

Another key area with contact data is under Financials and FQ.

In the Financial tab, you’ll find fields for:

• Income and Expenses
• Assets and Liabilities
• Banking
• Writing Agreement Reviews
• Strategic Allocation Model

Both the Overview and Financial sections have cards with their own Edit options.

Editing Contact Information

To update any contact details:

1. Click the Edit button in the top-right corner of the card you want to update.
   • For example, the Basic Info card allows you to modify the contact’s core details.
2. Make your updates in the editable fields, such as:
   • Salutation
   • Suffix
   • Nickname
   • Maiden Name
   • Marital Status
   • Job Status
   • Company Name
   • Job Title
   • And more
3. Click Save to apply your changes.

This same process applies across all cards. Each section can be edited individually using its Edit button in the upper right corner.

Wrapping Up

That’s how you access, view, and edit contact data in LeadCenter.

Thank you!