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:

• Open the Help section to read articles and watch related videos.
• Use Contact Us to submit a support ticket with a screenshot and description.
• Go to Notification Preferences to control email notifications.
• Check the red notification icon to view updates about contacts, tasks, and appointments.

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:

• Use standard filters for stage, owner, source, scheduler, and tags.
• Use advanced filters for deeper segmentation across many contact fields.
• Save common filters so you can reuse them later.
• Build customer segments in Marketing and reuse them inside the sales pipeline.

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:

• Call leads directly from the record.
• Send email using templates.
• Send text messages with prewritten message templates.
• Create appointments and choose the host, guests, date, and meeting type.

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

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.