Hello, my name is Chris. In this article, you'll learn the steps needed to send an email marketing campaign from LeadCenter.

There are three main steps required to send an email marketing campaign:

1. Create an email template
2. Create a contact segment to target
3. Schedule the email campaign

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Step 1: Create an Email Template

To begin:

• Go to the Marketing Dashboard.
• Click Templates, then select Email.
• From here, select Marketing as the category.

In this example, there is already a pre-built email template ready to use. Open that email template to review it.

This message highlights a feature update about the Event Roster and Name Tags recently added to LeadCenter.

When creating an email template, there are two required short codes you must include. These are part of the CAN-SPAM policy.
Without both short codes, you will not be able to schedule an email campaign.

To access these short codes:

• Click on the Short Codes button.
• The short codes are organized into sections. One of them is Email Configuration.
• Under Email Configuration, you’ll find the required short codes.

Be sure to include both:

• The Unsubscribe Link
• The Postal Address

Copy each one and insert them at the bottom of the email. Including both makes your email template compliant with the CAN-SPAM policy.

You can preview the email here to see how it will appear once sent.

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Step 2: Create a Contact Segment

Now that the email template is ready, the next step is to create the customer segment you want to target with this campaign.

• Go to Segments.
• You can choose an existing segment or create a new one.

Example:
Create a new segment and give it a name. You can optionally assign a category, though it is not required. The category is only for internal organization.

For this example, set the condition to include all contacts whose Stage exactly matches Client: Became Client 1.
Name the segment Client from YouTube. Then set a second condition so that the Source exactly matches YouTube.

This segment will now include only clients who came from YouTube and meet both conditions.

You can define a segment using multiple criteria, combining fields such as Contact Stage and Source to narrow it down precisely.
Click Save, and the segment Client from YouTube will be created.

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Step 3: Schedule the Email Campaign

To create and schedule the email campaign:

• Click on Email Marketing from the menu on the left.
• Once on the Email Marketing page, click New Campaign.
• Enter a Name, such as Update About Events Email Campaign.
• Optionally, add a Description to help organize your campaigns.
• Click Save to continue.

This opens the Email Campaign Visual Editor, which walks you through three steps:

1. Set the schedule
2. Choose a customer segment
3. Select the email template

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Set the Schedule

• Click Schedule, then choose the Send Date and Time.
• Select the correct Time Zone to ensure your email is delivered at the right time.
• Click Apply to save the schedule.
• To make it easier to identify later, rename the schedule (for example, 4182025).
• Click the checkmark to save.

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Choose the Segment

• Click Filter to open the audience filter.
• You can select a saved segment or create a one-time segment directly from here.
• Since the segment was already created earlier, select the saved segment called Clients from YouTube.

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Select the Email Template

• Choose the Email Template you want to use for this campaign.
• For example, select Feature Update: Event Roster.
• You must also select the Email Account the message will be sent from.
  • This must be a shared email account that is already set up in your LeadCenter account.
  • For example, choose info@leadcenter.ai as the sender.

This message will be delivered to every contact that meets the segment criteria.
Click Apply once all selections are complete.

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Finalizing and Sending the Campaign

Now all steps are complete.
The email will automatically be sent to your contacts on the scheduled date and time.

Make sure to click Save and Publish so the email campaign is officially scheduled.

Once published, the campaign will appear in your list, showing the scheduled date and time, and its current status as Scheduled.
You can also preview the email that will be sent to confirm that everything is correct.

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Wrapping Up

This is how you send an email marketing campaign using LeadCenter.

Thank you!

Hello, my name is Chris. In this article, we’ll show you how to create and manage teams in LeadCenter.

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Accessing the Teams Page

After logging in:

• Click on your name in the upper right corner.
• Go to Settings.
• Under Basic Settings, click Teams to access the Team Management page.

This opens the Teams page.
If no teams have been created yet, you’ll see a prompt to get started.
Click the green Create Team button to add your first team.

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Creating Teams

For example, if you want to organize your users into teams, you can create:

• A team called Operations Team
• Another one called Marketing Team
• And a third one for your advisors, named Advisors Team

Once your teams are created, click the three dots next to any team name to:

• Edit the team name
• Add users directly from the menu
• Delete the team if needed

Example:
You might want to remove the word “team” from the names for simplicity.
From the same three dots menu, you can also add users or delete the team.

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Adding Users to Teams

To add members:

• Click the Add Users button.
• Make sure those users already exist in the system.

If you need to manage user accounts:

• Go to the Users Page by clicking the green Users button.
• This will take you directly to where you can manage user accounts.

To return to the Teams page, click the Teams button.
That brings you back to your list of created teams.

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Assigning Users to Teams

Now, let’s add users to the Advisors Team:

• Select the users.
• Click Save.

Repeat this process for the Operations and Marketing teams by assigning users to each group.

A user can belong to multiple teams, which helps when assigning tasks across departments or managing group responsibilities.

You can assign a task to either:

• A specific user
  or
• An entire team

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Wrapping Up

This is how you create, manage, and add users to teams in LeadCenter.

Thank you!

Hello, my name is Chris. In this article, you’ll get a high-level overview of LeadCenter.ai, the first AI-powered, fully automated, and integrated CRM built specifically for financial advisors.

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What LeadCenter Does

LeadCenter covers the entire lifecycle of your client relationship journey, including marketing, sales, operations, and advanced reporting and analytics — all from one unified platform.

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Marketing Features

Under the Marketing Dashboard, you can:

• Manage campaigns, events, and email marketing.
• Schedule emails to contacts.
• Manage text marketing campaigns.
• Set up texting keywords, which are especially useful for radio and TV campaigns.
• Manage form submissions.
• Create communication templates for appointments, emails, notes, and tasks.
• Track marketing goals and expenses.
• Use the built-in website and form builder.

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Sales Features

In the Sales Dashboard, LeadCenter empowers you to:

• Manage full calendars with public scheduling links.
• View and update your sales pipeline.
• Trigger automated workflows.
• Manage all client communication, including phone, email, text, and form submissions.

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Operations Features

LeadCenter also supports your business operations by helping you:

• Track financial accounts.
• Monitor production and commissions.
• Automate the financial questionnaire clients complete during onboarding.

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Reporting and Analytics

LeadCenter provides advanced reporting and analytics, allowing you to measure performance across marketing, sales, and operations — all from one centralized platform.

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Why LeadCenter Is Different

Traditionally, advisors needed to purchase more than ten separate tools to do what LeadCenter offers in a single platform, including:

• CRM
• Calendar and public scheduling
• Production tracking
• Integrated phone system for calls
• Event and seminar management
• Email and text marketing
• Automated workflows
• Website and landing page builder

LeadCenter delivers full automation for financial advisors, helping to:

• Improve the client experience
• Increase conversion rates
• Reduce operational costs

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Built-In Automations

LeadCenter includes a wide range of automations, such as:

• Automated client review reminders
• Automated confirmation and reminder emails for appointments
• Automated event reminders
• Automatic contact capture from forms, emails, phone calls, and events
• Automatic event publishing to your website
• Workflow triggers when a contact is created or updated

---

Wrapping Up

This was a high-level overview of LeadCenter.ai.

To dive deeper, check out our other videos or visit the Help section for step-by-step setup instructions.

Thank you for watching!

Hello, my name is Chris. In this article, you'll learn how to manage form submissions in LeadCenter.
You can automatically capture contacts from forms submitted on your website and track them directly inside the platform.

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Accessing Form Submissions

To access Form Submissions:

• Open the blue menu on the left.
• Under Communications, click Form Submissions.

This page shows all the forms submitted on your website and captured in LeadCenter.

The Form Submissions page lists each submission along with details such as:

• Contact’s Name
• Sales Pipeline Stage
• Form Source
• Form Type
• Form Name
• Submission URL
• Date and Time Received

Click the arrow on the right side of any form to view more details.

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Viewing Submission Details

When you expand a submission, two cards will appear:

1. Form Data – Displays all fields filled in by the user.
2. Marketing Parameters – Shows UTM values captured from the form URL, such as Campaign Source and Campaign Medium.

You can use filters to narrow down your view by:

• Form Name
• Campaign
• Contact Stage

Example:
You can filter to view only submissions from a specific form or only leads at a certain stage.

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Viewing Form Submissions from a Contact Profile

You can also view form submissions from an individual contact’s profile:

• Click on a Contact to open the Contact Details page.
• Scroll down to the Communications section.
• Click Forms to see all submissions linked to that contact.

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Accessing the Form Submission Report

Once contacts start submitting forms, their data is automatically added to the Form Submission Report.

To access it:

• Go to the left-hand menu.
• Click Marketing Reports.
• Open the Reports page.
• Click on Marketing, then scroll down and select Form Submission Report.

This report displays:

• The number of forms submitted
• Breakdowns by Lead Stage, Lead Source, Form Source, and Total Submission Count during the selected period

You’ll also see:

• A monthly timeline of form submissions
• A breakdown of submission volume by campaign
• Detailed source data at the bottom of the report

Example:
To view submissions from a specific UTM campaign (like YouTube Channel Launch), click that campaign.
The entire report will filter to show metrics just for that campaign.

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Why Form Submission Tracking Matters

Form submission tracking helps you:

• Monitor all leads who submit forms on your website
• Analyze submission data through the Form Submission Report
• See form activity connected to each contact in both the Sales Pipeline and the Contact Page

This makes it easy to identify leads generated through form submissions and measure the performance of your marketing campaigns.

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Wrapping Up

That’s how you manage and analyze Form Submissions in LeadCenter.

Thank you for watching!

Hello! In this guide, we’ll provide a quick overview of the Sales Dashboard in LeadCenter.ai — the first screen you’ll see after logging in.

LeadCenter includes two main dashboards:

• The Sales Dashboard (covered in this article)
• The Marketing Dashboard (covered separately)

The Sales Dashboard is designed to give you real-time visibility into sales performance, operations, and account tracking — all from one central location.

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Dashboard Layout and Navigation

When you open LeadCenter, the Sales Dashboard appears as your default view.
Across the top, you’ll find several key navigation elements:

• Contacts, Appointments, Tasks, and Notes buttons for quick access.
• A Dashboard switcher to toggle between the Sales and Marketing Dashboards.
• A Notifications icon displaying the latest updates.
• A Help button for quick access to support resources.
• And under your name in the upper-right corner, a personal menu with your profile and settings.

You’ll also find a Quick Navigation Menu, providing shortcuts to essential pages like:

• Sales Pipeline
• Contacts
• Accounts
• Notes
• Calls
• Emails

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The Blue Side Menu

On the left side of your screen, you’ll see the blue navigation menu.
This menu gives you access to all sales and operational components in LeadCenter — ensuring you can reach any key area of your workflow with just one click.

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Key Performance Cards

The top section of the Sales Dashboard displays several KPI (Key Performance Indicator) cards, providing an at-a-glance summary of your business performance.

These include:

• New Leads (Year-to-Date)
• First Appointments Kept
• New Clients
• Heads of Households (HOH)
• Leads Converted to Clients

The New Clients / HOH Year-to-Date metric is based on the Closed-At Date, showing whether conversions came from this year’s leads or from prior-year leads.

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Production and Revenue Insights

Below the KPI cards, you’ll find production tracking and revenue details:

• Total Production (Year-to-Date): Displays combined AUM (Assets Under Management) and insurance production.
• Production Breakdown: Includes separate cards for
  • Year-to-Date Insurance
  • Year-to-Date AUM

Each card contains:

• Issued Amounts
• Pending and Forecasted Amounts

This provides a clear snapshot of both completed and in-progress production.

If your business has integrated custodians such as Orion or Black Diamond, you’ll also see a Current AUM Value card reflecting live AUM data retrieved directly from those platforms.

Finally, a Revenue Card summarizes your total revenue, calculated from:

• AUM Fees, and
• Insurance or Annuity Commissions entered into the system.

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Daily Operations and Activity Tracking

Scrolling down, you’ll find a card summarizing daily and upcoming activities, including:

• Today’s Appointments
• Tasks
• Latest Captured Contacts
• Upcoming Events for the current week or year

Each of these items includes a quick-access button that takes you directly to its corresponding section for more detail.

Another card displays Recent System Activity, which logs:

• Text messages sent
• Cash distributions confirmed
• Created or updated tasks
• Timestamps showing when these updates occurred

This helps you monitor activity and follow up on recent interactions efficiently.

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Purpose of the Sales Dashboard

The Sales Dashboard in LeadCenter is designed to:

• Provide a centralized view of your sales and operational performance.
• Help you track leads, clients, appointments, and revenue in real time.
• Offer quick access to frequently used tools and reports.

It serves as your daily command center — giving you everything you need to stay organized, productive, and focused on client growth.

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Thank you!
That was a quick overview of the Sales Dashboard in LeadCenter.ai, your all-in-one hub for managing sales performance and daily operations.

This guide explains how to configure and manage Office Locations in your LeadCenter.ai account. Office locations help you organize leads, contacts, events, and reports by physical or regional offices within your business.

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1. Purpose of Office Locations

Office locations allow you to:

• Assign leads, contacts, and events to specific offices.
• Filter reports and dashboards by office.
• Manage performance insights for each branch or regional location.
• Display office-specific details in public event listings (if enabled).

If your organization operates multiple offices, adding each as a unique location ensures accurate reporting and operational tracking across your business.

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2. Accessing the Office Locations Page

To configure office locations:

1. Click your name in the upper-right corner.
2. Select Settings.
3. Under Basic Settings, click Office Locations.

This opens the Office Locations page, where you can view, add, edit, or remove office locations.

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3. Adding a New Office Location

To add a new location:

1. Click Add New Office Location.
2. Enter the Location Name — for example, Houston 2.
3. Enter the Address — for instance, Houston, Texas.
4. (Optional) Enable the Public toggle if you want this office to appear as a filter on your website’s embedded Events List Page.
5. Click Save.

Your new location will now be available in all relevant modules and filters.

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4. Using Office Locations in LeadCenter

Once created, office locations can be used across several areas of LeadCenter:

• Leads & Contacts: Assign contacts or leads to a specific office.
• Events & Seminars: Tag events with their corresponding office for reporting and filtering.
• Reports: Filter reports such as:
  • Sales Pipeline Report
  • Production Report
  • Appointment Report

Example

If you open a Production Report, you can use the Location Filter to display data only for a specific office — such as viewing issued production for Houston 2.

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5. Editing or Deleting Office Locations

If you need to make changes:

• Click the Edit icon to modify the office name or address.
• To delete a duplicate or unused location, click the Delete icon next to it.

Note: Deleting a location will remove it from future dropdowns and filters, but it will not affect existing records already assigned to that location.

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6. Public Location Option

When adding or editing a location, you’ll see a Public radio button.

• If selected, the office will be visible as a filter option on your public events list page (when events are embedded on your website).
• This helps website visitors filter events by specific office or region.

This feature is especially useful if you host events or seminars across multiple branches.

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7. Summary

Step	Action	Description
1	Go to Settings → Office Locations	Access configuration page
2	Add a new location	Enter name, address, and optional public setting
3	Save and apply	Location becomes available for assignments and reports
4	Filter reports	Use location filters in reports and dashboards
5	Edit or delete	Manage existing locations easily

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By adding and managing Office Locations in LeadCenter.ai, you can segment data, streamline reporting, and enhance visibility into your business performance across multiple offices.

Thank you for watching.

This guide explains how to manage your notification settings in LeadCenter.ai, including the difference between system notifications and account notifications, how to customize or disable certain alerts, and how to add or remove recipients from notification lists.

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1. Types of Notifications

LeadCenter.ai provides two primary types of notifications:

1. System Notifications

These are automatic notifications sent by the system to keep users informed about critical updates.
System notifications include:

• Lead ownership changes
• Task ownership changes
• Task updates
• Appointment bookings, updates, and cancellations
• Appointment reminders (sent 20 minutes before meetings)

Note: System notifications cannot be disabled or modified. For example, when a lead is assigned to you, you’ll always receive an email alert automatically.

2. Account Notifications

These notifications are configurable. You can enable, disable, or modify who receives them based on your organization’s preferences.

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2. Accessing Notification Settings

To configure your notification preferences:

1. Click your name in the upper-right corner of the screen.
2. Select Settings.
3. Under Basic Settings, scroll to and click Notification Settings.

This opens the Notification Settings Page, where you can view all available notifications and manage recipients for each one.

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3. Types of Configurable Account Notifications

You can set up notifications for various lead and communication events. Some of the most common include:

• Daily Updates – A summary of all leads added to the system in the previous day, sent automatically at 8:00 a.m.
• Weekly Updates – A report summarizing all leads received in the past week.
• Monthly Updates – A report summarizing leads added in the previous month.
• Call Transcription Alerts – Notifications when a call transcription is completed.
• Redtail Push Notifications – Alerts when leads are pushed to Redtail CRM.
• SMS Notifications – Notifications for messages sent to or received from clients or prospects.
• Event Registration Notifications – Alerts when someone registers for an event.
• Financial Questionnaire Submissions – Notifications when a contact submits their financial questionnaire.

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4. Adding or Removing Recipients

Each notification type includes a box where you can specify which users or email addresses should receive updates.

To Add a Recipient:

1. Locate the notification you want to configure.
2. Type the email address (for example, support+10@leadcenter.ai).
3. Click Add.

The new recipient will now receive emails for that specific notification.

To Remove a Recipient:

1. Find the notification type.
2. Locate the email address you want to remove.
3. Click the X next to it to delete the recipient.

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5. Enabling or Disabling Notifications

To control whether a notification is active:

• Use the blue toggle switch next to each notification.
• When toggled on, the notification is active and will be sent to listed recipients.
• When toggled off, the notification is disabled and will not be sent.

For example, if you disable the Daily Update, the system will stop sending daily lead summaries until you re-enable it.

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6. Summary

Feature	Description
System Notifications	Automatic and cannot be disabled (e.g., lead assignments, appointment reminders)
Account Notifications	Customizable, with the ability to add/remove recipients
Daily/Weekly/Monthly Updates	Summarized lead activity reports
SMS, Call, and Event Alerts	Notifications for key engagement activities
Add/Remove Users	Manage who receives each notification
Toggle On/Off	Enable or disable notifications individually

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By properly configuring your notification settings in LeadCenter.ai, you can ensure that you—and your team—stay informed about essential updates while avoiding unnecessary emails.

Thank you for watching.

This guide walks you through how to access and edit your Personal Profile in LeadCenter.ai. Your personal profile contains key information that controls how your name, email, time zone, and signature appear throughout the platform.

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1. Accessing Your Personal Profile

To open your personal profile:

1. Click your name in the upper-right corner of the LeadCenter screen.
2. Select Personal Profile from the dropdown menu.

This opens the Personal Profile Page, where you can view and edit your personal details.

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2. Updating Your Personal Information

Within your profile, you can modify several key fields:

• Title – Add or update your professional title (e.g., Financial Advisor, Client Relationship Manager).
• Email Address – Update your business email. Note: The email you enter here is also used as your login email.
• Time Zone – Select your correct time zone to ensure accurate scheduling across your public calendar and appointment reminders.

Profile Picture

You can upload or update your profile picture, which will appear:

• In your public calendar (visible to clients when booking meetings).
• In internal communication areas within LeadCenter.

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3. Setting Your Email Signature

You can configure your email signature here. This signature is automatically added to all emails you send directly from LeadCenter, including:

• Contact emails
• Appointment confirmations
• Marketing communications

To add your signature:

1. Scroll to the Email Signature field.
2. Enter or paste your desired signature text (you may include your name, title, company, and contact information).
3. Click Save when finished.

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4. Managing Security Settings

Change Password

You can update your password from this page.

• To change your password, you’ll need to enter your current password.
• If you’ve forgotten your password, click Forgot Password on the LeadCenter login page after logging out.

Two-Factor Authentication (2FA)

You can also enable two-factor authentication (2FA) for enhanced account security.

• 2FA may be required at the account level (if enforced by your administrator).
• If not already required, you can enable it for your profile individually from this page.

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5. Company and Integration Details

You can enter your company name—for example, Consoda Wealth Management—so it appears consistently across your account.

Additionally, under the Location Menu, you can connect your:

• Work Email
• Calendar (Outlook, Google, or Redtail)
• Zoom Account

These integrations will be covered in more detail in separate setup videos.

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6. Saving Your Changes

After updating your personal details, click the Save button at the bottom of the page to apply all changes.

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7. Key Points to Remember

Field	Purpose
Email	Used for login and contact purposes
Time Zone	Determines your calendar’s scheduling time zone
Profile Picture	Appears in your public calendar
Email Signature	Included in all outgoing emails
Password / 2FA	Secures your account
Company Name	Appears across account and communications

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By keeping your personal profile up to date, you ensure your communication, security, and calendar settings function correctly across the entire LeadCenter.ai platform.

Thank you for watching.

This guide explains how to add new users, assign roles, and manage user access in your LeadCenter.ai account.

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1. Before You Begin

Before adding a new user, make sure your account includes an available license. Each user requires a separate license to access LeadCenter.

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2. Accessing the User Management Page

To view and manage users:

1. Click your name in the upper-right corner of the screen.
2. Select Settings.
3. Under the Basic Settings tab, scroll down and click Users.

This opens the Users Page, where you can:

• View all current users with system access.
• Check each user’s role and status (active or inactive).
• Add, edit, or deactivate users.

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3. Adding a New User

To add a new user:

1. Click the New User button (green and white) in the upper-right corner.
2. Enter the user’s details:
   • Name (e.g., Chris Smith)
   • Email Address (e.g., chris@leadcenter.ai) The email address serves as the username for login.
3. Select the User Role (see roles below).
4. Click Save to create the account.

The new user will receive a system email with setup and login instructions.

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4. Understanding User Roles

LeadCenter.ai includes four user roles with different permission levels:

1. Owner

• Automatically assigned to the first user who created the account.
• Has full access to all system functions and settings.
• Cannot be deactivated or removed.
• Profile information can only be updated by logging into the owner’s account.

2. Admin

• Has full access to all LeadCenter features, similar to the owner.
• Can manage users, settings, and reports.
• Can be deactivated if necessary.

3. Editor

• Has access to the Sales Dashboard and operational tools.
• Cannot access the Marketing Dashboard or change company-level settings.
• Can configure personal calendar settings and connect email accounts.
• Cannot view or manage company/advisor commission data in reports.

4. Limited

• Has access only to leads and contacts assigned to them.
• Cannot view or edit other users’ leads.
• Ideal for external scheduling teams or assistants who should have restricted visibility.

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5. Managing Existing Users

From the Users Page, you can:

Edit User Details

• Click Edit next to a user’s name.
• Update their title, permissions, or role.
• Click Save to apply changes.

Deactivate a User

• Click the menu icon next to the user’s name.
• Select Deactivate.
• The user will immediately lose access to LeadCenter.

To view deactivated users, scroll to the Deactivated Users section or use the filters to toggle between:

• Active Users
• Deactivated Users
• All Users

Reactivate a User

• Locate the user under Deactivated Users.
• Click Reactivate to restore access.

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6. Viewing Authentication Details

The user list also displays each person’s authentication method, such as:

• Username and Password
• Two-Factor Authentication (2FA)

This helps administrators verify which users are using secure login methods.

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7. Summary

Action	Location	Description
Add a User	Settings → Basic Settings → Users	Click New User and enter details
Assign Role	During user creation	Choose from Owner, Admin, Editor, or Limited
Edit Permissions	Users Page → Edit	Update job title or access level
Deactivate User	Users Page → Menu	Disable user access
View Authentication	Users Page	Shows login type (password or 2FA)

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By properly managing user roles and permissions, you ensure secure and efficient collaboration across your organization in LeadCenter.ai.

Thank you for watching.

This guide explains how to update your business information, including your name, address, logo, phone number, privacy policy link, and shared email signature in LeadCenter.ai.

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1. Accessing the Business Details Page

To edit your business information:

1. Log in to your LeadCenter.ai account.
2. Click your name in the upper-right corner.
3. Select Settings from the dropdown menu.
4. Under the Basic Settings tab, click Business Name, Address, and Logo.

This opens the Business Details Page, where you can configure all company-related details.

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2. Updating Business Information

From this page, you can edit several key fields:

• Business Name:
  Enter or update your official company name. This name will appear throughout LeadCenter.ai, including in public calendars, reports, and communications.
• Business Address:
  Enter your company’s valid physical address. Note: The address is validated and used as your emergency address for phone calls, so ensure it is correct and up to date.
• Phone Number:
  Add a valid business phone number. This number will appear on emails, appointment confirmations, and client communications.

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3. Uploading Your Company Logo

You can personalize your LeadCenter account with your company branding:

1. Click Choose File next to the logo field.
2. Select the desired image file from your computer.
3. Upload it to display your logo within LeadCenter.ai.

Your logo will appear on:

• Public calendar pages
• Event registration pages
• Email templates and confirmations

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4. Adding Your Privacy Policy Link

Enter the URL to your company’s Privacy Policy.
This link will be included in client-facing communications, ensuring compliance and transparency.

Example:

https://www.yourcompany.com/privacy-policy

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5. Setting a Shared Email Signature

You can create a shared email signature that all users in your organization can use when sending emails from LeadCenter.ai.

1. Enter your desired signature text in the Email Signature field.
2. You can include elements such as:
   • Company name
   • Contact information
   • Legal disclaimers
3. Click Save to apply changes.

This shared signature can be inserted into email templates or used in direct messages sent through LeadCenter.

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6. Saving Your Changes

After filling in or updating all fields:

• Review the information for accuracy.
• Click the Save button at the bottom of the page.

Once saved, all updates will immediately apply across your LeadCenter account, including emails, appointments, and public-facing materials.

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7. Summary

Field	Description
Business Name	Displayed across system communications and public calendars
Address	Used as your validated emergency address for calls
Phone Number	Displayed on client communications
Logo	Appears on calendars, events, and emails
Privacy Policy Link	Adds a compliance link to client-facing materials
Shared Email Signature	Used in system emails and templates

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By maintaining accurate and branded business details, you ensure professional, consistent communication throughout your organization’s use of LeadCenter.ai.

Thank you for watching.