In this tutorial, learn how to create and send email marketing campaigns in LeadCenter.AI to engage prospects, nurture leads, and stay connected with clients. We’ll walk you through building email lists, designing templates, and tracking campaign performance—everything financial advisors need to run effective, compliant email outreach.
In this tutorial, learn how to create and manage teams in LeadCenter.AI to organize your staff, assign roles, and collaborate more effectively. Perfect for growing advisory firms, this feature helps you control access, streamline workflows, and ensure the right people are aligned with the right tasks.
Get a quick overview of LeadCenter.AI, the all-in-one CRM built for financial advisors. From lead management and automated workflows to appointment scheduling, communication tools, and performance tracking—see how LeadCenter.AI helps streamline your operations, improve client engagement, and grow your practice efficiently.
In this video, get a quick overview of the Form Submissions section in LeadCenter.AI. Learn how financial advisors can track, manage, and respond to client inquiries captured through website forms—ensuring no lead is missed and follow-ups are timely. Stay organized and streamline your intake process with ease.
Get a quick overview of the Sales Dashboard and how to track pipeline performance, conversions, and revenue.
Set up and manage multiple office locations in LeadCenter.AI for better team organization and reporting. This tutorial will guide you through adding new office locations and configuring them to match your firm's structure.
Stay informed with LeadCenter.AI’s notification settings. This guide walks you through how to manage email notifications so you never miss important updates.
Customize your LeadCenter.AI profile to match your preferences. Learn how to update personal details, set your profile picture, and configure key settings for a personalized experience.
Easily add team members to LeadCenter.AI and manage user access. This guide shows you how to invite new users, set permissions, and organize your team for better collaboration.
Ensure your company details are correctly set up in LeadCenter.AI. This tutorial covers how to update business information, including company name, logo, and essential settings for a seamless CRM experience.
