This guide explains how to create and manage workflows in LeadCenter, including setting up steps and tasks, applying filters, preventing errors, and leveraging AI for marketing, sales, and operations automation.

Understanding Workflows in LeadCenter

Workflows in LeadCenter go beyond static task lists. Unlike traditional CRMs like Wealthbox or Redtail, LeadCenter workflows act as automation engines that:

The basic components of a workflow include:

  1. Trigger – The event that starts the workflow, for example a new contact created, appointment booked, form submission, or contact update
  2. Filter – Optional criteria to restrict the workflow to a specific subset of contacts, for example only webinar attendees, only certain tags
  3. Action – What the workflow does, such as sending an email, sending a text, creating tasks, updating contact fields, or running steps

Each workflow consists of nodes such as:

How to Create a Workflow

Creating workflows in LeadCenter is straightforward:

  1. Navigate to the Workflows section in LeadCenter
  2. Click Create Workflow and choose the trigger type, for example a contact creation trigger for a welcome message
  3. Add filters to qualify which contacts the workflow will apply to, for example only run for contacts with source = “Webinar”
  4. Create steps and tasks
    • Steps are collections of tasks grouped together
    • Tasks include actions like “Collect information,” “Send welcome text,” or “Assign owner”
    • Assign each task to a user, role, or service team
  5. Save and publish the workflow

Once published, workflows run automatically according to the trigger and filters you set.

Key Safeguards and Best Practices

Workflows triggered by contact updates require careful planning to avoid unwanted behavior, such as:

Other best practices:

Use filters for any workflow that could be triggered repeatedly to prevent duplication

Always document workflows and train your team to follow workflow processes

Separate workflows by category, such as marketing, operations, and sales, for clarity

AI-Powered Workflows

LeadCenter is integrating AI nodes into workflows using Troy AI Agents, enabling:

AI-powered workflows reduce manual effort, improve accuracy, and help your team focus on high-value tasks.

Monitoring Workflow Execution

LeadCenter provides full visibility into workflow runs:

This makes it easy to identify bottlenecks, troubleshoot errors, and ensure tasks are completed on time.

Summary

Workflows in LeadCenter turn your CRM into a true automation engine that simplifies marketing, operations, and sales:

Mastering workflows enables your team to automate repetitive tasks, improve accuracy, and focus on meaningful client interactions, all from a single, centralized system.

Next Steps:

This guide explains how to use workflow service teams in LeadCenter to streamline operations, assign tasks efficiently, and scale workflows across multiple advisors and offices.

Understanding Workflow Service Teams

Workflow service teams allow you to assign roles instead of individual users when building workflows. Unlike traditional teams, which are static groups of users, service teams are dynamic and role-based. For example, roles can include:

When tasks are assigned to roles, the workflow automatically assigns the correct team member based on the default settings or the service team associated with a contact. This ensures workflows remain reusable, scalable, and easy to manage without modification when team members change.

Differences Between Teams and Workflow Service Teams

Using workflow service teams reduces the need to duplicate workflows for different offices or client service models, keeping workflows clean and efficient.

Creating and Configuring Service Teams

To set up workflow service teams:

  1. Go to Workflow → Actions → Workflow Service Teams.
  2. Create Roles: Add each role required for your workflows.
  3. Assign Users: Add one or more users to each role. Multiple users can share a role.
  4. Default Settings: Configure a default user for each role in case a contact has no assigned service team.

Task assignment options when multiple users share a role:

Assigning Workflow Service Teams to Contacts

For each contact in your pipeline:

  1. Open the contact record.
  2. Scroll to Additional Info → Workflow Service Team.
  3. Select the appropriate service team.

If a contact does not have a service team, the workflow uses default settings. Bulk updates can be requested from LeadCenter support to assign service teams to multiple contacts efficiently.

Using Service Teams in Workflow Templates

When creating a workflow:

  1. Assign each task to a role instead of a user or static team.
  2. Tasks are grouped into steps (e.g., Sustainability Review, Begin Processing).
  3. You can configure tasks as “Create Task and Continue” to automatically generate all tasks in a step, or “Await Completion” to pause until a task is done.
  4. Service team assignments can be overridden at workflow launch, allowing flexibility for different contacts or offices.

Key Benefits:

Task Lists and Workflow Execution

Tasks are organized using task lists for better clarity. For example, insurance onboarding tasks can be grouped under a single task list, helping teams stay organized.
LeadCenter tracks workflow execution and updates tasks in real-time. Users can view:

Adding an exit step prevents workflows from running multiple times for the same process unless intended.

Best Practices

Service teams provide flexibility for complex workflows, ensuring tasks are correctly assigned and managed even as teams grow or change.

Summary

Workflow service teams in LeadCenter turn your CRM workflows into scalable, role-based automation. By assigning roles instead of individual users:

Mastering workflow service teams helps advisors streamline operations, improve task management, and scale workflows without constantly updating templates.

This guide explains the core functionalities of LeadCenter as a Financial Advisor CRM, including managing contacts and households, filtering data, handling tasks, notes, and documents, and managing client communication.

This module sets the foundation for more advanced sessions in the series.

1. Home Screen & Dashboard

2. Contacts & Households

LeadCenter centralizes all contacts and households in one table:

Tip: Use households to manage shared activities, track accounts, and simplify reporting.

3. Searching for Contacts

Filters help narrow results by category, client status, or custom fields.

Top Menu Search: Instant search across contacts, appointments, and tasks.

Contact Page Search: Manual search with full name (middle names are not recognized).

4. Contact Details Page

The Contact Details Page surfaces the most relevant information:

Servicing Advisor View: Focuses on upcoming activities, minimizing unnecessary marketing info.

5. Duplicates & Data Hygiene

Special considerations for shared emails among spouses-system handles deduplication intelligently.

Duplicate contacts are flagged based on email or phone number.

Identified duplicates can be merged from three locations: icon, ribbon, or duplicates page.

Best Practice: Check duplicates at least monthly to avoid sending duplicate emails or tasks.

6. Filtering & Segmentation

Tip: Segments improve team efficiency by prioritizing high-value contacts.

7. Tasks, Notes, and Documents

Tip: Use task lists to organize onboarding, RMD planning, or operational activities. Future updates will integrate project management.

8. Know Your Clients (KYC) & Related Contacts

Database lists allow advisors to add professions, interests, or tags in real time.

9. Custom Fields & Financial Data

10. Communication Management

11. Upcoming Features

Client Interaction Enhancements: Improved automation for emails, secure forms, and document verification.

Summary

LeadCenter Module 1 Key Takeaways:


Feature
Key Points
Benefit

Dashboard
Sales & Operations, Servicing Advisor View
Simplified interface for operations

Contacts
Search, households, companies
Consolidated data, easy access

Filtering
Simple & Advanced Filters, Segments
Prioritize high-value contacts

Duplicates
Automated detection and merge
Prevent duplicate communications

This guide explains how to set up, navigate, and manage calendars and appointments in LeadCenter, including configuring calendars, creating appointments, managing time slots, using tasks, and optimizing the public calendar for clients.

1. Accessing Your Calendar

To access the calendar in LeadCenter:

  1. Log into LeadCenter.
  2. Click Calendars from the main menu.
  3. Switch between your calendar and other users’ calendars if needed.
  4. Select multiple calendars together to view all appointments across users.
  5. Use filters to focus on specific types of meetings, such as in-person, Zoom, or cancelled appointments.
  6. Switch views to Day, Work Week, Week, or List to see appointments in your preferred layout.

Tip: Clear all filters if appointments are not visible. This is a common support issue.

2. Calendar Settings

To configure your calendar:

  1. Click Settings under Calendars or through your profile menu.
  2. Configure basic details such as calendar name, picture, weekly and daily view times.
  3. Set your time zone to ensure appointments sync correctly across different regions.
  4. Connect external calendars like Google, Microsoft, Zoom, Microsoft Teams, or Google Meet.
  5. Limit weekly appointments per client to prevent overbooking on public calendars.

Tip: Tasks and events from seminars can be displayed on your calendar, but they do not block time unless specified.

3. Appointment Types

LeadCenter distinguishes between three types of appointments:

  1. Appointments with Contacts – Meetings scheduled with clients.
  2. Internal Meetings – Private meetings for your team only.
  3. Time Slots – Busy or free blocks for availability.

Important: Tasks do not block calendar time. Use tasks for reminders and follow-ups, while time slots block availability.

4. Creating Appointments

You can create an appointment in three ways:

  1. From the Calendar directly.
  2. From the Contact page using the Action menu.
  3. From the Meeting page.

Steps to create an appointment with a client:

  1. Select the contact and include the spouse or additional guests if applicable.
  2. Add internal attendees from your team if needed.
  3. Select confirmation email templates and any preparation templates.
  4. Assign meeting platform links (Zoom, Google Meet, Microsoft Teams).
  5. Choose visibility options: make appointments visible only to hosts or share with team members.
  6. Save the appointment. If sending notifications, select Save and Send.

Tip: Internal subjects allow hosts to add notes visible only internally without sharing with clients.

5. Public Calendar Links

LeadCenter allows you to create public calendar links for clients to book meetings:

  1. Create multiple public calendars for different appointment types.
  2. Assign categories like “First Visit – Not a Client” to impact reporting automatically.
  3. Configure time slots, advance booking limits, and daily appointment limits.
  4. Use custom questions to collect client information before booking.
  5. Embed public calendars on your website using the iframe code or direct link.

Tip: Keep public calendars optimized to reduce friction and increase booking completion.

6. Appointment Templates and Short Codes

Appointment templates automate filling forms and generating email confirmations:

  1. Build confirmation email or reminder templates for appointments.
  2. Use short codes to dynamically insert client details like first name, nickname, or links.
  3. Ensure short codes match the template category (appointments or events).
  4. Use clickable links to simplify client confirmations, reschedules, or cancellations.

Tip: For text reminders, confirm phone number verification to ensure delivery.

7. Using Claudi Meeting Assistant

Claudi AI can automate meeting notes, tasks, and draft follow-up emails:

  1. Enable Claudi in calendar or meeting settings.
  2. Claudi will generate notes for internal or client meetings.
  3. Privacy settings control visibility: private meetings remain visible only to hosts.
  4. Tasks generated by Claudi are visible under the tasks section.

Tip: Claudi improves efficiency and ensures consistent documentation of meetings.

8. Tasks vs Time Slots

Understanding the difference is crucial:

Recommendation: Use tasks for actionable items and time slots for availability management.

Summary

Tip: Use Main and Sleeve accounts to reduce duplication while maintaining accurate production tracking.

By following these steps, you can efficiently create, manage, and report on financial accounts in LeadCenter.

Step
Action
Description

1
Access Calendar
Navigate through your own and shared calendars, filter appointments

2
Configure Settings
Set time zone, business hours, connections, weekly limits

3
Choose Appointment Type
Appointments with clients, internal meetings, or time slots

4
Create Appointments
Select attendees, platform links, email templates, visibility

5
Setup Public Calendar
Create links, embed on website, add custom questions

6
Use Templates
Build email/text templates with short codes for automation

7
Enable Claudia AI
Auto-generate notes, tasks, and follow-ups

8
Manage Tasks & Time Slots
Tasks for reminders, time slots to block calendar availability

By following these steps, you can effectively master calendars and appointments in LeadCenter, automate workflows, and ensure accurate reporting while keeping your clients and team informed.

This guide explains how to set up, track, and manage financial accounts in LeadCenter, including creating accounts, managing advisor commissions, handling transfers, using Main and Sleeve accounts, and generating reports.

1. Accessing the Accounts Module

To begin:

Tip: You can customize the table columns to display the account number, insurance company, product, or any other field relevant to your workflow.

2. Setting Up Account Settings

Before creating accounts:

  1. Click your name and go to Settings → AAM and Insurance Settings.
  2. Configure account parameters such as asset types, account types, AAM product types and products, AOM fee schedules, and insurance products with their providers and commission ranges.

Note: These settings are applied automatically to future accounts and can be updated when fees or commissions change.

3. Adding a New Account

To create an account:

  1. Go to a contact or pipeline entry and click Create Account.
  2. Select the account type, such as Financial Planning Only, Insurance, or AAM/Custodian accounts.
  3. Enter key details including engagement date, application sign date, amount, writing advisor, and optional fields such as policy or coverage information.
  4. Click Save to create the account.

Accounts can start as Binding, Forecasted, or Issued. LeadCenter will automatically calculate company fees and advisor commissions.

4. Managing Advisor Commissions

LeadCenter allows you to:

All transactions are reflected accurately in Commission Reports.

5. Handling Transfers Between Accounts

To transfer funds:

  1. Select the source account and click Transfer Money.
  2. Select the destination account and enter the transfer amount.
  3. Track all transfers via Accounts → Actions → Transfers.

Transfers maintain a historical record for audits and reporting.

6. Using Main and Sleeve Accounts

The Main and Sleeve feature helps track multiple funding events for one client:

This simplifies account views while keeping accurate production tracking.

7. Workflows and Automation

Accounts can have attached workflows:

Example: Attach an RMD Distribution workflow to an account, and LeadCenter will manage tasks, update stages, and send notifications automatically.

8. Migration and Integrations

LeadCenter supports migrating accounts from Orion, Black Diamond, or CSV files:

9. Reporting Financial Accounts

LeadCenter provides reporting across multiple modules:

Tip: Enter marketing expenses to calculate ROI accurately across channels.

Summary


Step
Action
Description

1
Access Accounts
Go to Accounts → Accounts List

2
Setup Settings
Configure asset types, AAM products, AOM fees, and insurance products

3
Add Account
Create accounts from Contacts or Pipeline

4
Manage Commissions
Automatically calculate or override advisor commissions

5
Transfer Funds
Track transfers between accounts

6
Main & Sleeve
Link multiple accounts under a Main account

7
Workflows
Attach tasks, emails, and automation

8
Migration & Integrations
Import from Orion, Black Diamond, or CSV

9
Reporting
Track production, commissions, ROI, and pipeline

Tip: Use Main and Sleeve accounts to reduce duplication while maintaining accurate production tracking.

By following these steps, you can efficiently create, manage, and report on financial accounts in LeadCenter.

This guide explains how to create, manage, and automate workflows in LeadCenter to streamline communication, update contacts, assign tasks, and improve operational efficiency.

1. Accessing the Workflow Module

To begin:

Log in to your LeadCenter account.
From the Sales Dashboard, navigate to:

The Workflow Templates page displays:

You can also search and filter workflows for easier management.

2. Understanding Workflow Components

LeadCenter workflows are built using nodes, which automate actions based on specific conditions.

There are four main workflow nodes:

Trigger – Starts the workflow
Filter – Controls when a workflow should continue
Delay – Pauses actions for a set period
Action – Executes tasks such as emails, texts, or contact updates

Important: Every workflow must be associated with a contact record in LeadCenter.

3. Creating a Workflow

To create a workflow:

Go to Workflow Templates.
Click New Workflow.
Enter a workflow name and optional details such as category, owner, or campaign.

Once created, the Workflow Designer opens automatically where you can add triggers, filters, delays, and actions.

LeadCenter also allows users to duplicate workflows, making it easier to reuse existing automation instead of building workflows from scratch.

4. Managing Workflow Triggers

Triggers determine how workflows begin. LeadCenter supports several trigger types:

Manual Workflow

Manual workflows are launched by users from:

Example: Automatically move a contact to the First Appointment stage after booking a meeting.

Contact Created

This trigger runs automatically whenever a new contact is added.

For example, when a lead comes from a source like SmartAsset, the workflow can:

This helps teams respond to leads immediately.

Contact Updated

This trigger activates when contact information changes.

For example, if a contact stage changes to Attempting, the workflow can automatically:

Upcoming updates will also allow workflows to trigger based on specific field changes only.

5. Using Filters and Segments

Filters help control workflow execution.

You can apply filters to ensure workflows only run when certain conditions are met.

Examples include:

Users can either create a one-time filter or select a saved segment for repeated use.

Filters can also be added anywhere inside a workflow — not just at the beginning.

6. Adding Delays Between Actions

Delays allow workflows to pause before continuing.

For example:

This helps automate communication timing without manual effort.

7. Automating Workflow Actions

LeadCenter workflows can automatically perform several actions:

Send Emails and Text Messages

Workflows can send automated communication using saved templates.

Users can:

Create Tasks and Steps

Tasks can be assigned automatically to users.

A workflow can also pause until a task is completed before moving to the next step.

Assign Owners

Contacts can be assigned automatically to advisors or team members.

When multiple owners are added, LeadCenter distributes leads based on the user with the fewest open leads.

Update Contact Information

Workflows can automatically update:

This reduces repetitive manual updates.

Summary

LeadCenter workflows help automate repetitive tasks and improve efficiency by combining triggers, filters, delays, and actions into one system. Whether managing new leads, sending communications, assigning owners, or updating contacts, workflows reduce manual effort and help teams respond faster.

By using workflows effectively, advisors and teams can create more consistent processes, improve lead engagement, and automate everyday operations inside LeadCenter.

Thank you for watching.

This guide explains how to create, edit, and manage email and text message templates in LeadCenter.ai using shortcodes. Templates help automate communication, personalize messages, and save time when sending appointment reminders, event notifications, SMS messages, and workflow alerts.

1. Accessing the Templates Page

To begin:

From here, you can access:

You can also search, edit, and organize templates from this section.

2. Searching and Organizing Templates

LeadCenter allows templates to be organized for easier management.

Search by Name

Use the search bar to locate templates using keywords.

Example:
Search “Cash” to find templates containing that keyword.

Filter by Category

Templates can be grouped into categories such as:

You can also filter templates to show only appointment or event-related templates.

Tip:
If a template does not appear, check the second or third page, especially if you have many templates.

3. Creating a New Template

To create a template:

  1. Click New Template.
  2. Choose either:
    • Rich Text Editor (Recommended)
    • Visual Builder

Rich Text Editor

Best for transactional and simple emails. It allows users to:

LeadCenter recommends keeping emails simple with fewer images and minimal HTML to improve email deliverability and reduce spam filtering.

Visual Builder

The Visual Builder provides drag-and-drop components such as:

This option is useful for more visually designed emails.

4. Using Shortcodes

Shortcodes automatically insert personalized client information into emails and text messages.

Examples include:

Important:
Appointment shortcodes only work inside appointment reminders and calendar settings. Event shortcodes only work within event-related communications..

5. Managing Drafts and Secure Document Links

Templates automatically save as Drafts within 10–15 seconds.

To access drafts:

Templates → Drafts

Keep in mind that draft templates cannot be used until published.

LeadCenter also supports secure document sharing. By using the Document Storage shortcode, clients can receive a personalized secure portal link to upload financial documents using two-factor authentication.

6. Using Templates in Workflows

Templates can be automated using the Workflow Management System.

Common uses include:

This helps automate repetitive communication and reduces manual effort.

7. SMS Templates and Compliance

Text templates work similarly to email templates and support shortcodes.

However:

For email compliance, marketing emails should include:

If a client unsubscribes from emails or replies STOP to a text message, LeadCenter automatically updates their communication preferences.

Summary


Step		Action
Description

1
Access Templates
Open Templates from Marketing Dashboard

2
Create Template
Use Rich Text Editor or Visual Builder

3
Add Shortcodes
Personalize messages automatically

4
Manage Drafts
Review and publish saved templates

5
Secure Portal
Share secure upload links

6
Workflow Automation
Send emails and texts automatically

This guide explains how to set up, manage, and optimize email and text marketing in LeadCenter. By integrating marketing directly into the CRM, advisors can personalize messages, automate campaigns, track engagement, and maintain compliance-all from one platform.

1. Why Use Email and Text Marketing in LeadCenter?

One of the biggest challenges advisors face is managing marketing through multiple systems. Contact information, campaign engagement, and subscription updates often remain disconnected from the CRM.

LeadCenter solves this problem by integrating email and text marketing directly into the platform.

Key advantages include:

This creates better visibility between marketing, sales, and operations while reducing manual work.

2. Setting Up Email Marketing

Before launching campaigns, advisors must configure email marketing inside LeadCenter.

To configure email marketing:

  1. Click your Name in the upper-right corner.
  2. Open Settings.
  3. Select Shared Email Account.

To begin sending emails, you must:

The reply-to email is important because clients may respond directly to marketing emails. This ensures replies are delivered to your business email account.

LeadCenter also requires a company mailing address to comply with email marketing regulations.

Once configured, the same email settings can be used across multiple features, including:

Follow-up workflows

Email campaigns

Appointment reminders

Event invitations

3. Creating an Email Campaign

LeadCenter uses a simple three-step process to launch email campaigns.

Step 1: Create an Email Template

Go to the Marketing Dashboard and create an email template.

Templates can include:

To comply with email regulations, every marketing template should include:

Step 2: Build a Contact Segment

Next, create a contact segment to define who receives the campaign.

For example, advisors can build segments for:

Segments help ensure the right message reaches the right audience.

Step 3: Schedule the Campaign

After creating the template and contact segment:

  1. Open Email Marketing.
  2. Create a new campaign.
  3. Select a template.
  4. Choose the sending email account.
  5. Apply a contact segment.
  6. Schedule the date and time.

Once published, the campaign will automatically send to eligible contacts.

LeadCenter also filters out invalid email addresses and unsubscribed users automatically.registration access.

4. Event Invitation Emails

LeadCenter also supports email invitations for seminars and events.

Instead of manually sending invitations, advisors can:

The system is smart enough to stop sending invitations once someone registers for an event.

For example, if a prospect registers after the first invitation, they will not receive additional event invites.

5. Managing Contact Subscriptions

LeadCenter automatically manages email subscriptions.

Every marketing email includes an unsubscribe link that allows contacts to update their preferences.

When someone unsubscribes:

This helps firms remain compliant with email marketing regulations while protecting email deliverability.

6. Email Marketing Reporting

LeadCenter includes built-in reporting tools that help advisors measure campaign performance.

Reports can track:

Advisors can also view campaign performance by:

This makes it easier to understand engagement and improve future campaigns..

7. Summary

LeadCenter’s Email and Text Marketing tools provide advisors with a centralized way to communicate with prospects and clients.

From campaign creation and contact segmentation to event invitations and reporting, LeadCenter helps automate communication while keeping all engagement data inside the CRM.

By managing email and text marketing in one place, advisors can improve efficiency, save time, and create more personalized client communication.

Thank you!

This guide explains how to manage events and seminars using LeadCenter, including creating events, handling registrations, sending invitations and reminders, automating follow-ups, syncing attendee data with the CRM, and tracking event performance and ROI.

1. Overview of the Event Management Module

Seminars, webinars, workshops, and client events are some of the most effective ways for financial advisors to generate leads and build relationships. However, managing events manually can be time-consuming and operationally challenging.

Advisors often face issues such as:

LeadCenter helps solve these challenges by automating up to 90% of the event management process.

With LeadCenter, advisors can:Track spending and event performance

Create and manage seminars in one platform

Publish event listings on their website

Generate registration forms automatically

Send invitations, confirmations, reminders, and follow-ups

Sync attendee data into the CRM

2. Creating and Managing Events

To create an event in LeadCenter:

  1. Open the Events Module.
  2. Navigate to the Events List.
  3. Click Add Event.

When creating an event, you can configure:

Event statuses include:

LeadCenter also supports different event types such as:

Duplicating Events

For recurring seminars, LeadCenter allows users to duplicate an existing event.

Simply:

  1. Duplicate a previous event.
  2. Update the date and time.
  3. Save the event.

This copies templates, reminders, and settings automatically, making recurring event creation much faster.

3. Publishing Events on Your Website

LeadCenter automatically creates a public event page for seminars.

To publish events:

  1. Open the Events List.
  2. Select Event Public Link.
  3. Copy the iFrame code.
  4. Add it to your website.

Visitors can then:

For invite-only events, advisors can mark an event as Private, preventing it from appearing publicly while still allowing direct registration access.

4. Event Registration and Custom Questions

Each event includes an automatic registration form that captures:

Attendees can also register guests or spouses.

LeadCenter automatically links family members in the CRM for easier contact management.

Adding Custom Questions

You can also add custom registration questions such as:

This helps advisors collect useful attendee information before the event.

5. Engaging Contacts

From the5. Automated Event Communication

LeadCenter automates attendee communication throughout the event journey.

Invitations

Advisors can send invitation emails directly from LeadCenter to selected contact groups.

If someone registers, the system automatically stops sending additional invitations to that person.

Confirmation Emails

LeadCenter automatically sends confirmation emails based on attendee status.

For example:

Event Reminders

To reduce no-shows, LeadCenter can automatically send reminders:

Reminders can be sent via:

Post-Event Follow-Ups

After an event, advisors can automate follow-up emails based on attendee status.

Examples include:

This helps improve long-term engagement and lead conversion.

6. Tracking Event Performance and ROI

LeadCenter includes built-in reporting tools to help advisors measure event success.

Reports can track:

Advisors can also compare performance by:

This helps identify which seminars generate the strongest results.

7. Summary

LeadCenter’s Event Management Module provides a complete solution for managing seminars, webinars, and client events.

From creating events and publishing registration pages to automating communication and tracking ROI, LeadCenter simplifies the entire event process.

By automating invitations, reminders, follow-ups, and reporting, advisors can spend less time managing events and more time converting prospects into clients.

Thank you!

This guide explains how to use LeadCenter for day-to-day sales and operations work, including the home screen, pipeline, contacts, tasks, appointments, and financial account tracking.

1. Accessing the Home Screen

To get started:

  1. Log in to your LeadCenter account.
  2. Open the Home screen from the blue main menu.
  3. Use the search bar to find contacts, tasks, appointments, and notes.

The home dashboard gives you quick access to core activity and key performance indicators.

2. Managing Notifications and Help

LeadCenter includes built-in support tools that help you stay organized:

You can still receive web and mobile alerts even if email notifications are turned off..

3. Using the Sales Pipeline

The sales pipeline is designed to show lead details quickly without opening each contact record. To use it effectively:

  1. Click a stage such as First Appointment or Attempting.
  2. Review the lead’s name, stage, owner, scheduler, source, medium, and validation status.
  3. Use PEEK to see notes, emails, texts, calls, appointments, and other key activity.
  4. Keep the pipeline simple with clear open and closed stages.

The goal is to identify which leads need attention and act on them faster.

4. Filtering and Segments

Filters and segments help you focus on the right contacts:

This makes it easier to isolate leads such as first appointments assigned to a specific advisor from a specific source.

5. Engaging Contacts

From the pipeline or contact page, you can take action quickly:

If a contact has unsubscribed, LeadCenter will block email delivery until the subscription status is restored.

6. Managing Accounts and Tasks

LeadCenter also supports financial account tracking and task management:

  1. Create an account when a lead moves into bending or forecasted status.
  2. Add product, custodian, amount, advisor, and application dates.
  3. Use Tasks to track follow-ups, reviews, and operations work.
  4. Organize tasks by inbox, list, category, and status.
  5. Mention team members in notes or comments to notify them by email.

This helps the entire team stay aligned on lead progress and client follow-up.us is restored.

7. Summary

AreaPurpose

Home Screen
Shows KPIs, tasks, appointments, and recent activity

Pipeline
Surfaces lead details and activity without opening each record

Filters and Segments		Narrow the pipeline by source, stage, owner, and more
Engagement Tools

Call, email, text, and create appointments from one place

Accounts
Track bending and forecasted opportunities

Tasks
Manage follow-ups, reviews, and team coordination

By combining the home dashboard, pipeline, tasks, and account tracking, LeadCenter gives advisors a practical system for managing both sales and operations.

Thank you for watching.

This guide explains how to use LeadCenter's reporting and business intelligence tools to monitor performance, track lead activity, and make smarter, data-driven decisions for your business.

1. Accessing Reports in LeadCenter

To open the reports section:

  1. Log in to your LeadCenter account.
  2. On the left blue navigation menu, click Reports.
  3. Browse report categories: Appointments, Billing, Commission, Compliance, Events, Executive Reports, Export Reports, Marketing, Production, and Sales.

Each category contains multiple reports tailored to specific business questions.

2. Understanding Report Types

LeadCenter offers two main types of reports:

  1. Transactional Reports - Operational, bottom-up reports that show detailed data lists (e.g., form submissions, tasks, client review reminders). Useful for auditing and taking action on specific records.
  2. Executive and Business Intelligence Reports - Top-level KPI reports that include charts, drill-down tables, and cross-module correlations. Used by managers and owners to monitor performance and drive decisions.

Many reports are a mix of both, showing charts at the top and a detailed data table at the bottom.

3. Understanding the Date Dimension

The most important concept in LeadCenter reporting is understanding which date each report is based on. Each report answers a different question depending on its core date field:

Always check which date a report is based on before interpreting the numbers. This is the single most common source of confusion when comparing figures across reports.

4. Filtering and Drilling Down

Filters allow you to slice report data by specific dimensions. To apply filters:

Every filter you apply updates all charts and tables in the report simultaneously, giving you a fully segmented view of your data.

5. Exporting and Downloading Reports

LeadCenter makes it easy to take report data offline or share it with your team:

  1. Click the three dots menu on any report and select Export.
  2. Export to Google Sheets, CSV, or Excel for further analysis.
  3. Click Download to save the entire report as a PDF for offline sharing or client presentations.
  4. Use exported data to audit records, fix unknown sources, or identify data entry errors in your pipeline..

6. Summary


Report
Based On
Key Question Answered

Sales Pipeline Report
Contact creation date
How many leads are converted to appointments and production?

First Appointment Report
Appointment date
How many first appointments were created in this period?

Bending Forecasted and Issued

Event creation date
What is the status of all accounts in the pipeline?

Events Performance Report		Automate communication and stage movement
What is the ROI and conversion rate of each event?

Closed Won Business Report
Client close date
How many contacts became clients in this period?

Engagement Report
Email or activity date
How is the team engaging leads through calls, texts, and emails?

By understanding the date dimensions and using drill-down filters effectively, LeadCenter gives you real-time business intelligence without the need to build a separate data warehouse or reporting tool.

Thank you for watching.

This guide explains how to use LeadCenter to organize your sales pipeline, engage leads faster, and convert more prospects into clients.

1. Accessing the Sales Pipeline

To open your pipeline:

  1. Log in to your LeadCenter account.
  2. From the home page, click Pipeline.
  3. Your last-used filters will be saved automatically, so you pick up right where you left off.

This opens your full pipeline view, where all active leads are visible across every stage.

2. Configuring Pipeline Stages

Stages define where each lead sits in your sales journey. To set them up:

  1. Go to Settings and search for Database Lists.
  2. Click Pipeline Stages.
  3. Add, rename, reorder, or delete stages using drag and drop.
  4. Mark each stage as Open, Closed, Won, or Lost.

Keep stages simple. Within 5 seconds of opening your pipeline, you should clearly see where leads are and where the bottleneck is.

3. Improving Lead Visibility with PEEK

LeadCenter's PEEK technology shows you key lead details directly inside the pipeline without needing to open each contact record individually. From the pipeline card, you can see:

You can also add custom columns (e.g., advisor name, risk tolerance) by clicking the column settings icon and saving your layout.

4. Engaging Leads from the Pipeline

Once leads are visible, engage them quickly without leaving LeadCenter:

Using stage-specific templates for Attempting, Discovery Call, or First Appointment significantly improves response rates.

5. Automating Engagement with Workflows

Workflows let you automate repetitive tasks so your team focuses on conversations. To create one:

  1. Go to Workflows and click Create New Workflow.
  2. Set the trigger as manual or automatic (on contact creation or update).
  3. Add steps: send email, delay, send SMS, update tags, move stage.
  4. Publish to activate, or run it manually from any lead card using Run Workflow.

6. Summary

FeaturePurpose
Pipeline StagesTrack lead progress through the sales journey
PEEK TechnologyView full lead context without opening records
Manual EngagementCall, email, and text leads from within LeadCenter
WorkflowsAutomate communication and stage movement

By using LeadCenter's pipeline tools effectively, your team can engage more leads in less time and drive consistent revenue growth.

Learn how top advisory firms are increasing seminar ROI by converting more leads into appointments—with less manual work.

In this joint webinar, LeadCenter.AI and Financial Seminar Services (FSS) share a full walkthrough of how financial advisors can:

🔔 Want to see LeadCenter in action? Book a personalized demo: https://bookmytime.ai/leadcenter

✅ Tools & features shown:

Download the presentation: https://drive.google.com/file/d/1BjlgWexRxq7PLxeFxfDdpTzhqOXLer-_/view?usp=sharing

Book your personalized demo: https://bookmytime.ai/leadcenter

Start your free trial: https://leadcenter.ai/register

Have questions? Reach out at: support@leadcenter.ai

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