Hello, my name is Chris. In this article, you'll learn how to manage tasks in LeadCenter.
LeadCenter lets you organize, track, and complete all your tasks in one place.

Accessing the Tasks Page

To access the Tasks Page:

This opens the full Task Management View.
The page is divided into three main sections:

  1. The left-side menu for task lists and quick filters (such as Inbox, Today, and Upcoming).
  2. The main view displaying tasks based on the selected filter.
  3. The top bar, where filters and actions appear.

By default, the page loads with your name selected as the filter.

Viewing and Filtering Tasks

On the right side, you’ll see tasks based on the selected view from the left panel.

Examples:

You can also create task lists to organize work by department or type.
For example:

Task lists can be reordered using drag and drop.
You can also reorder tasks within your inbox to prioritize important ones by dragging them to the top.

Applying Filters and Categories

At the top of each task view, you’ll find filter chips that show which filters are active.

For example:

You can remove a filter by clicking the X next to it, which displays all tasks regardless of status (open, not started, in progress, recurring, completed, or cancelled).
To narrow the view again, click Open to show only active tasks.

Tasks can also be organized by categories:

Example:
If you click Second Visit - Not a Client, you’ll see only open, upcoming tasks under that category.

To reset all filters, click the Reset button at the top.
This restores the default task view with no filters applied.

Creating Task Lists

To create a new Task List:

The new task list will appear in your menu, and you can drag it to the top to prioritize it.

You can also mark a Task List as Private, meaning only you can view and access it.
This is helpful for personal or confidential tasks.

Example:

A lock icon next to it indicates that the list is private.
You can still drag it to rearrange its position.

Creating a Task

To create a new task:

If setting up manually:

  1. Choose a Due Date.
  2. Assign a Priority Level.
  3. Set the Status (such as Not Started or In Progress).
  4. Optionally, add the task to a specific Task List.
  5. Choose a Category to organize it.
  6. Decide whether the task is tied to a specific contact or kept open.
  7. Choose visibility: All Users or Only Me.

When finished, click Save to finalize the task.
The task will be created and assigned to you.

Reassigning and Managing Tasks

To reassign a task:

The task will now appear in John’s task list.

Once a task is complete, there are two ways to mark it as done:

  1. Click the checkbox next to the task and change the status to Completed.
  2. Use the three dots menu on the right and select Completed.

Viewing Completed Tasks

To view completed tasks:

This displays a list of all finished tasks within the selected view.

You can also search for tasks by title using the Search Bar.
For example, type Confirm Order to display all tasks containing that phrase.

Wrapping Up

That’s how you open, view, create, organize, and manage tasks inside LeadCenter.

Thank you!

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:

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

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:

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:

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:

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!

Hello! In this guide, you’ll learn how to search for data in LeadCenter.ai.
LeadCenter provides two main search options:

  1. The Global Search, which searches across all modules.
  2. The Page-Specific Search, which searches within the page you’re currently viewing.

1. Using the Global Search

The Global Search is located in the main header at the top of LeadCenter. It’s the quickest way to find contacts, appointments, tasks, or notes from anywhere in the system.

How to Use It:

  1. Click the Global Search bar at the top of the page.
  2. Type in a name, such as “James.”
  3. The system will instantly display all contacts matching that name.

If you want to see more results, click “All results for James.”
This will open the Global Search Results page, which provides a full list of results across multiple categories.

2. Global Search Results Page

The Global Search Results page displays matches from several areas, including:

At the top of the page, you’ll find filter tabs that allow you to switch quickly between these categories.

The search bar on this page works exactly like the global search in the main header — you can type a new term or refine your current search.

Examples:

By default, the Global Search looks for matches in:

If you want to include appointments, tasks, or notes, open the Global Search Results page to perform a broader search.

3. Using Page-Specific Search

In addition to the global search, each module in LeadCenter has its own dedicated search bar for focused searches.

Contacts Page:

Accounts Page:

Tasks and Notes Pages:

Every page specifies the types of data you can search by, ensuring that your results are relevant to that module.

4. Summary

LeadCenter makes finding information fast and flexible through two search options:

With these tools, you can quickly locate any record, streamline your workflow, and stay organized across all areas of LeadCenter.

Thank you!

Hello! In this guide, you’ll learn how to filter contacts in the Sales Pipeline and Contact Dashboard in LeadCenter.
Filtering helps you quickly locate and organize leads based on their stage, creation date, or other criteria, allowing you to focus on the most relevant contacts.

Overview

There are five main ways to filter contacts in the Sales Pipeline:

  1. By Stage
  2. By Created At Date
  3. By Sorting Contacts
  4. By Saved Filters
  5. By Advanced Filtering

1. Filter by Stage

At the top of the Sales Pipeline, you’ll see the list of pipeline stages (e.g., New Lead, First Appointment, Became Client, etc.).

To filter contacts by a specific stage:

This is a quick and simple way to focus on leads at a specific point in your sales process.

2. Filter by Created At Date

You can filter contacts based on the date they were added to your database.

To do this:

  1. Open the Date Picker at the top of the page.
  2. Select your desired time frame — for example, Last 30 Days.
  3. The system will automatically update the view to show only contacts added during that period.

This helps you monitor recent activity and track new leads entering the pipeline.

3. Sort Contacts by Date

In addition to filtering, you can sort contacts to control how they appear in your view.

For example:

Sorting allows you to analyze your pipeline chronologically and prioritize recent interactions.

4. Use Saved Filters

If you frequently apply the same filters, you can use Saved Filters for convenience.

Saved filters let you quickly reapply your most common search conditions without manually setting them each time.

This feature is especially helpful for team members who regularly review contacts by region, stage, or time period.

5. Create Advanced Filters

For more precise results, use the Advanced Filtering option.

With Advanced Filtering, you can build customized filters using multiple conditions — such as stage, owner, source, and date range.

Once created, these filters can also be saved for future use, saving time and ensuring consistency across your team.

In the next video, you’ll learn exactly how to create and save Advanced Filters.

Summary

To recap, LeadCenter provides five flexible ways to filter contacts in the Sales Pipeline and Contact Dashboard:

Using these tools, you can manage your pipeline more efficiently and keep your focus on the leads that matter most.

Thank you!

Hello! In this guide, you’ll learn how to create, save, apply, and delete filters in the Sales Pipeline within LeadCenter.ai.
Filters help you customize how contacts are displayed, allowing you to focus on specific client groups or lead segments.

1. Creating a New Filter

To create a new filter:

  1. Open the Sales Pipeline.
  2. Click Add Filter at the top of the page.
  3. Choose the fields and conditions you want to filter by.

You can either:

Example

Let’s create a filter for clients who became clients and belong to the “Insurance and Investment” category:

  1. Set the Stage to Exactly Matches → Became Client.
  2. Click Add, then set Category → Exactly Matches → Insurance and Investment.
  3. Click Apply.

The Sales Pipeline will now display only those contacts who fit these criteria.

2. Removing a Filter

If you want to remove a filter that’s currently active, simply click the “X” next to that filter at the top of the page.
This will clear the filter and return your view to the default set of contacts.

3. Saving a Filter for Future Use

Once you’ve configured a filter that you’d like to reuse later, you can save it:

  1. Click Save Current View.
  2. Enter a name for the filter — for example, Insurance and Investment Clients.
  3. Choose whether to make the filter private or visible to your organization:
    • By default, filters are shared with your team.
    • To keep it private, uncheck the visibility option.
  4. Click Save.

You’ll now see the name of the saved filter displayed at the top of your view.

4. Resetting the Pipeline

To restore the Sales Pipeline to its original view, click Reset.
This clears all active filters and returns you to the default display of contacts.

5. Applying a Saved Filter

To reapply a filter you’ve previously saved:

  1. Click Saved Filters at the top of the page.
  2. Select the filter name — for example, Insurance and Investment Clients.
  3. The system will instantly apply the saved filter, displaying the matching contacts.

This allows you to switch between views quickly without having to rebuild your filters each time.

6. Deleting a Saved Filter

To delete a filter you no longer need:

  1. Open the Saved Filters list.
  2. Click the Red Delete button next to the filter’s name.
  3. Confirm the deletion.

The filter will be permanently removed from your saved list.

Summary

Here’s a quick recap of the key steps:

ActionHow to Do It
Create a FilterClick Add Filter, set conditions, and click Apply.
Save a FilterClick Save Current View, name it, and choose visibility.
Apply a FilterGo to Saved Filters and select the one you want.
Remove a FilterClick the “X” next to it.
Reset ViewClick Reset to restore defaults.
Delete a Saved FilterOpen Saved Filters and click the red delete button.

By mastering filters in the Sales Pipeline, you can quickly locate specific client groups, analyze performance by category or stage, and simplify your workflow.

Thank you for watching!

Hello! In this guide, you’ll learn how to create and manage contact segments in LeadCenter.ai.
Segments help you organize contacts into targeted groups that share specific attributes — such as a tag, job status, or pipeline stage — so you can personalize communication and reporting.

1. Accessing the Segments Page

To access the Segments page:

  1. Go to the Marketing Dashboard.
  2. From the header’s dropdown menu, select Marketing Dashboard.
  3. In the green menu on the left, click Segments.

This opens the Contact Segments page, where you can view, create, and edit your contact segments.

2. What Are Segments?

A segment is a filtered list of contacts that share one or more characteristics.
For example:

Segments can be used throughout LeadCenter, including:

By creating meaningful segments, you can automate communication and analyze specific client groups effectively.

3. Creating a New Segment

To create a new segment:

  1. Click New Segment on the Segments page.
  2. Give the segment a name — for example, Working Clients.
  3. Assign it to a category, such as Operations, to make it easier to organize and find later.

4. Setting Up Segment Filters

You can build segments using multiple filters with flexible logic:

Example:

To find full-time clients who have become clients:

  1. Add a condition: Stage → Exactly Matches → Became Client.
  2. Click Add, then select Job Status → Exactly Matches → Full Time.
  3. Click Save.

LeadCenter will instantly calculate the number of contacts that match your criteria — for example, “3 contacts found.”

5. Using Segments in the Sales Pipeline or Contacts Dashboard

Once a segment is created, you can apply it anywhere filters are available:

  1. Go to the Sales Dashboard.
  2. In the left menu, click Pipeline or Contacts.
  3. Click All, then open the Filters section.
  4. Select Advanced Filter.
  5. Under Saved Segment, search for and select your segment — for example, Working Clients.
  6. Click Apply.

The system will then display only the contacts included in that segment.

6. Managing Existing Segments

To edit an existing segment:

The system will automatically refresh the contact count based on the new criteria.

Summary

Here’s a quick recap of how segments work in LeadCenter:

ActionDescription
Create a SegmentGo to Marketing Dashboard → Segments → New Segment.
Add FiltersUse AND/OR conditions to define your target group.
Assign a CategoryHelps organize segments for easy retrieval.
Use in FiltersApply segments in the Sales Pipeline or Contacts Dashboard.
Edit Existing SegmentsUpdate conditions anytime to refresh results.

Using segments helps you efficiently target, communicate, and manage specific groups of clients or leads — enhancing marketing automation and reporting accuracy.

Thank you!

Hello! In this guide, you’ll learn how to create, apply, and manage contact tags in LeadCenter.ai.
Tags are a simple but powerful way to organize, categorize, and segment your contacts across different LeadCenter modules — including sales, marketing, and reporting.

1. What Are Tags?

Tags are descriptive keywords that you can assign to contact records to group them by shared characteristics.
They’re non-hierarchical, meaning there’s no parent-child structure — you can apply multiple tags freely to any contact.

Examples of tags:

Tags are used in:

Using tags helps you quickly find, segment, and target contacts based on specific attributes or behaviors.

2. Viewing Tags in LeadCenter

You can view tags from several locations within the platform:

When hovering over a tag, its name and description are displayed for clarity.

3. Managing Tags in Settings

To view, create, or edit all tags in your system:

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

This opens the Tags Management Page, where you can:

4. Searching for Tags

To find a specific tag:

  1. Use the search bar at the top of the Tags page.
  2. Type the keyword — for example, income or cold.
  3. Press Enter.
  4. Matching tags (e.g., “income writer quote”) will appear instantly.

5. Creating a New Tag

To add a new tag:

  1. Click Add Tag.
  2. Enter a Tag Name — for example, High Net Worth.
  3. Add a Description (optional) — e.g., “Clients with investable assets over $1M.”
    • The description appears as a tooltip when you hover over the tag.
  4. Click Save to finalize.

Your new tag is now available for use across contacts, campaigns, and reports.

6. Editing or Deleting Tags

Deleting a tag will also remove it from any contacts currently using it.

Summary

ActionLocationDescription
View Contact TagsSales Dashboard / Contact PageSee all tags assigned to each contact.
Manage All TagsSettings → Contact Management → TagsView, edit, or delete all tags in one place.
Search TagsTags PageType any keyword to find matching tags.
Create a New TagTags Page → Add TagDefine name and description for a new tag.
Use TagsCampaigns, Reports, FiltersApply for segmentation, targeting, and analytics.

Why Tags Matter

Tags help you:

By effectively tagging and managing contacts, you ensure that your communication and reporting are accurate, personalized, and efficient.

Thank you for watching!

Hello! In this guide, you’ll learn about the Contact Details page in LeadCenter.ai — where you can view, manage, and interact with individual contacts. This page centralizes all client information, communication history, and activity in one place.

1. Accessing the Contact Details Page

There are several ways to open a contact’s record:

For example, type the contact’s first name in the search bar. When the results appear, click on the contact’s name to open their full details page.

2. Layout Overview

The Contact Details page is divided into multiple sections:

Left-Side Menu

This is your navigation panel for everything related to the contact.
It includes:

Under Communications, you’ll find:

Under Miscellaneous, you’ll see:

3. Header and Action Bar

At the top of the Contact Details page, you’ll see:

These quick-access tools make it easy to engage with your contact directly from their record.

4. Overview Section

The Overview section provides a summary of key information about the contact.

Important Information

Here you’ll find:

If your LeadCenter account is integrated with Wealthbox or Redtail, you’ll see:

You’ll also see duplicate contact alerts, including duplicate IDs and current pipeline stages.

5. Tabs and Detailed Sections

Below the overview, you’ll find multiple tabs with in-depth information:

If a contact has been terminated, you’ll see:

6. Managing Contact Data

To edit any field:

To add a new field or entry (like a new email or phone number):

  1. Click Add.
  2. Select the field type (e.g., Email, Phone).
  3. Enter the new details and save.

If you want to customize dropdown fields (like Termination Reason):

7. Accounts, Notes, Tasks & Workflows

From the left-hand menu, you can open:

Each section provides its own filtering and sorting tools for quick navigation.

Summary

SectionDescription
Header & ActionsCall, email, text, or create notes/tasks directly from the contact record.
OverviewDisplays essential contact, marketing, and pipeline details.
TabsContain deeper details such as activities, KYC info, and family relationships.
EditingUpdate or add new fields using edit or add buttons.
IntegrationsPush contacts to Wealthbox or Redtail directly from the record.

The Contact Details page in LeadCenter centralizes every piece of client information — from contact basics and marketing data to appointments, documents, and communications — helping you stay organized, informed, and efficient.

Thank you!

In this guide, you’ll learn how to view, edit, and customize your sales pipeline stages in LeadCenter.ai.
Pipeline stages help you visualize and track where each lead is in your sales process — from the first contact to becoming a client.

1. Accessing the Sales Pipeline

To open your sales pipeline:

  1. Click Pipeline from the blue menu on the left-hand side.
  2. Select All or Open to display the full list of leads in your pipeline.

Whenever a new lead enters the system — whether captured automatically, added manually, or uploaded via CSV — it can be included in your pipeline.

Each lead then progresses through your configured stages, such as:

2. Purpose of Pipeline Stages

Pipeline stages allow you to:

All stages are fully customizable — you can rename them, reorder them, or add entirely new ones.

3. Customizing Pipeline Stages

To modify your pipeline stages:

  1. Click your name in the upper-right corner.
  2. Select Settings.
  3. Under Contact Capturing, click Pipeline Stages.

This opens the Pipeline Stages page, where you’ll see all existing stages with their names, colors, and descriptions.

4. Understanding Stage Settings

Each stage can include the following attributes:

For example:
If you want the “Re-Engaged” stage to appear before “Attempting,” simply drag it above that stage in the list.

5. Editing an Existing Stage

To edit a stage:

  1. Click the three dots on the right side of the stage.
  2. Select Edit.
  3. Modify any of the following:
    • Stage name
    • Description
    • Color
    • Status (Open/Closed)
    • Stage state (Won/Lost/Other)
    • Icon
  4. Click Save when done.

Your changes will be reflected immediately in the sales pipeline.

6. Adding a New Stage

To create a new sales stage:

  1. Click Add New Stage in the upper-right corner.
  2. Enter the following details:
    • Stage Name: For example, Second Appointment.
    • Description: Second Appointment booked with client.
    • Color: Choose one (e.g., green).
    • Status: Leave as Open since the lead is still active.
    • Stage Type: Set to Other because it’s not yet won or lost.
    • Icon: Use the icon picker (e.g., search for “calendar”).
  3. Click Save.

By default, new stages appear at the top of the list.
To reposition it, drag it to the appropriate location — for instance, after First Appointment.

7. Managing Stage Assignments

Once a new stage is created, you can move leads into it from the pipeline view:

  1. Open any lead in the pipeline.
  2. Click on its current stage.
  3. Select Second Appointment (or the newly added stage).

The lead will now appear under that stage in the pipeline view.

You can also hover over the stage name in the pipeline to see its description, confirming that your configuration is applied correctly.

8. Key Benefits of Custom Pipeline Stages

9. Summary

ActionLocationDescription
Access pipelineBlue menu → PipelineView all leads and stages
Edit a stageSettings → Pipeline StagesChange name, description, or status
Reorder stagesDrag and drop in Pipeline Stages pageAdjust order as needed
Add new stageAdd New StageCreate a new pipeline milestone
Move leadsSales PipelineUpdate stage for individual leads

By customizing your pipeline stages in LeadCenter.ai, you can ensure that your sales tracking reflects your real business process, providing better visibility and control over your lead management.

Thank you for watching.

This guide explains how to connect your individual business email account to LeadCenter.ai so that you can send, receive, and track emails directly within the platform.

1. Overview

LeadCenter allows you to connect two types of email accounts:

Once connected, all email communications with your contacts will automatically appear under each contact’s details page in LeadCenter.
You’ll also be able to:

2. Accessing Email Integration Settings

To connect your email:

  1. Click your name in the upper-right corner of LeadCenter.
  2. Select Individual Email Account.
  3. This opens the Integration Page, where you can configure your connection.

3. Supported Email Providers

LeadCenter supports multiple email providers:

In this example, we’ll go through the Office 365 setup process.

4. Connecting Office 365

To connect your Microsoft Outlook account:

  1. On the Integration Page, click Office 365.
  2. Click the blue Connect button.
  3. You’ll be redirected to Microsoft’s login page.
  4. Log in with your Outlook business credentials.
  5. Grant LeadCenter permission to access your account by clicking Accept.

Once accepted, your account is successfully connected to LeadCenter.

5. Enabling Contact Email Sync

After your email account is connected:

  1. Enable the option Receive Contact-Related Emails.
  2. This ensures all inbound and outbound messages with your leads and clients are automatically synced.

Now, your email setup is complete, and LeadCenter will synchronize messages associated with your contacts.

6. Sending Emails from LeadCenter

Once your account is connected, you can send emails directly from a contact’s profile:

  1. Open any Contact Details Page.
  2. Click Actions → Send Email.
  3. Compose your message:
    • Enter a subject line (e.g., “This is a test”).
    • Use a pre-built email template to streamline the message.
  4. Click Send.

The message will appear both in:

7. Tracking Email Engagement

One major advantage of syncing your email is the ability to track performance metrics.
LeadCenter automatically records:

These metrics are visible directly in the contact’s timeline or email history section, helping you measure engagement and follow up effectively.

8. Summary

StepActionDescription
1Open settingsClick your name → Individual Email Account
2Choose providerOffice 365 (direct) or Other (SMTP/IMAP)
3Authorize accessLog in and grant LeadCenter permission
4Enable syncTurn on “Receive contact-related emails”
5Send messagesUse templates and track engagement metrics

By syncing your individual business email account with LeadCenter.ai, you centralize your client communication, simplify email tracking, and enhance collaboration across your sales and service teams.

Thank you for watching.

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:

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:

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:

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

StepActionLocation
1Open SettingsUpper-right corner → Contact Management
2Add/Edit Termination ReasonsContact Management → Termination Reasons
3Apply to ClientContact Details → Edit → Basic Information
4Save ChangesUpdates the contact’s status to “Terminated”

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.

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:

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:

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:

Example

You can add custom statuses such as:

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

For Wealthbox Integration

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

6. Summary

StepActionDescription
1Go to Settings → Contact ManagementAccess the Client Status configuration page
2Add/Edit/DeleteCustomize status values to suit your workflow
3Apply to ContactsUpdate individual contact records
4Verify IntegrationsMatch fields with Redtail and Wealthbox for sync consistency

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.

This guide explains how to create, edit, and manage Contact Categories in LeadCenter.ai. Contact categories help you classify leads and clients, making it easier to organize records, segment audiences, and filter data across reports and dashboards.

1. What Are Contact Categories?

Each contact in LeadCenter—whether active, a lead, or archived—has several configurable fields for tracking and reporting, including:

Among these, Contact Categories serve as a flexible way to group and filter contacts based on shared attributes.
Examples include:

You can assign a unique color and icon to each category to visually distinguish contacts throughout your dashboards and pipeline.

2. Accessing the Contact Categories Page

To configure contact categories:

  1. Click your name in the upper-right corner of LeadCenter.
  2. Select Settings from the dropdown menu.
  3. Under Contact Management, click Contact Categories.

This will open the Contact Categories page, where you can view all existing categories and make modifications.

3. Adding a New Contact Category

To create a new category:

  1. Click Add New Contact Category.
  2. Enter a Name — for example, Life Insurance Only.
  3. Select a Color to visually identify the category.
  4. Choose an Icon that represents the category.
    • A set of system icons is available by default.
    • You can use the Search Bar to find specific icons.
    • For instance, you might search “insurance” and choose a relevant symbol.
  5. Once the color and icon are set, click Save.

Your new contact category is now available to use throughout LeadCenter.

4. Editing or Deleting Existing Categories

To manage existing contact categories:

Note: Deleting a category will remove it from the selection list, but contacts previously assigned to that category will remain unaffected until you manually reassign them.

5. Applying Categories to Contacts

Once categories are created, you can assign them to contacts directly:

  1. Navigate to the Sales Pipeline or Contacts page.
  2. Open a contact’s details.
  3. Locate the Contact Category dropdown.
  4. Select the desired category (e.g., Life Insurance Only).
  5. Click Save to apply.

The contact is now tagged with the selected category, which can be used for filtering and reporting.

6. Using Categories for Filtering

Contact categories can be used as filters in various places across LeadCenter, including:

Filtering by category helps you analyze performance metrics for specific client segments or types of business.

7. Summary

StepActionDescription
1Go to Settings → Contact Management → Contact CategoriesAccess configuration page
2Click Add NewCreate a new contact category
3Assign Name, Color, and IconCustomize appearance
4Click SaveApply and activate category
5Assign category to contactUpdate via Contact or Pipeline view
6Use in reportsFilter and analyze by category

By managing Contact Categories effectively, you can better organize your CRM data, create meaningful client segments, and improve your reporting accuracy across LeadCenter.ai.

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