Find contacts, notes, tasks, and appointments quickly using LeadCenter’s global search functionality.

Learn how to apply filters in the Sales Pipeline to easily segment leads and track their progress efficiently.

Discover how to create, apply, and save filters to streamline lead and contact management in your dashboards.

Learn how to create and manage contact segments to organize leads, clients, and prospects more effectively.

Easily segment and manage your contacts using tags in LeadCenter.AI. This tutorial covers how to create, apply, and filter by tags for better organization and workflow efficiency.

Optimize your sales pipeline by structuring your stages effectively in LeadCenter.AI. Learn how to customize, and adjust pipeline stages for a smoother client journey.

Integrate your Outlook business email with LeadCenter.AI to streamline client communications. This video walks you through connecting your email, ensuring seamless syncing, and improving workflow efficiency.

Keep detailed records of client exits by managing termination reasons in LeadCenter.AI. Learn how to set up standardized termination categories to track trends and improve retention strategies.

Customize client status fields in LeadCenter.AI to track client progress with greater accuracy. This guide covers how to create, edit, and apply custom statuses for better client management.

Organize your contacts more effectively by creating and managing contact categories in LeadCenter.AI. This video walks you through setting up, editing, and utilizing categories to streamline client segmentation.