Hello, my name is Chris. In this article, you'll learn how to manage and create notes in LeadCenter.
Notes help you document client interactions, record important updates, and collaborate with team members — all in one centralized location.
There are two ways to access notes in LeadCenter:
This opens the full list of notes added to the system — including both client-related and general notes.
Each note shows:
Click the arrow on the right side of any note to expand and view its full content.
To attach a file related to a note:
To comment on a note:
@John Please check this note.Click Post — the comment will be added, and the mentioned user will receive an email notification with a direct link to the note.
Click the three dots (⋯) on any note to:
You can also assign a category to a note — for example, to group it under a specific topic like Meeting Summary or Follow-Up.
Once saved, the category name appears next to the note for easy reference.
The second way to access notes is through the Contacts section:
You can also create new notes directly from this section.
You can add notes in multiple ways:
When creating a note:
To find specific notes:
That’s how you create, manage, and search for notes in LeadCenter — whether from a contact record or directly from the main notes page.
With features like file uploads, workflow automation, tagging, and team mentions, managing notes has never been easier.
Thank you!
Hello, my name is Chris. In this article, you’ll learn how to automate capturing leads and contacts in LeadCenter.
LeadCenter connects to more than a dozen marketing and communication platforms to automatically collect leads and assign them to the correct marketing channels, saving you time and improving tracking accuracy.
LeadCenter supports over 16 lead sources, including:
This wide range of integrations ensures that all your inbound leads — from digital ads to seminar registrations — are automatically added to your CRM.
One of LeadCenter’s key advantages is that it doesn’t just capture leads, but also attributes each one to the correct marketing channel or campaign.
This makes it possible to:
To begin configuring automatic lead capture:
Under Contact Capturing, click Mediums.
This opens a list of all lead sources currently supported by LeadCenter.
Examples include:
Most of these lead sources integrate automatically through APIs, meaning no manual import is needed once the setup is complete.
To capture leads from your website forms:
Once configured, any form submission will automatically create a new contact in LeadCenter, complete with all associated UTM tracking data.
Note: There’s a separate video dedicated to configuring form-based lead capture for more detailed setup instructions.
To capture leads from phone calls:
These virtual numbers can be configured to redirect to your office line while still logging each call in LeadCenter.
They’re ideal for use in marketing campaigns such as:
When someone calls a virtual number:
To capture leads from event registrations:
When attendees register through these platforms, their data is automatically imported into LeadCenter, along with attribution to the event and its marketing source.
This is a high-level overview of how to automate lead capturing in LeadCenter.
With these integrations, you can:
Thank you!
This guide explains how to create and manage custom fields in LeadCenter.ai.
Custom fields allow you to store additional information about contacts or accounts that isn’t covered by the system’s standard fields.
Custom fields are flexible data fields that you design yourself to track specific client or account details.
You can add them to:
Examples include:
To create custom fields:
Under Contact Management, you’ll find two types of custom fields:
In this example, we’ll create contact custom fields.
The Custom Field Designer lets you create not just fields, but an organized layout.
You can structure the layout using groups, rows, and columns, which helps keep information clear and easy to navigate.
For example:
This structure provides space for three custom fields in total.
To add or edit a field:
Click Done to save each field, and finally click Save Changes to apply your configuration.
After creating the fields:
Click Save to store the information.
To add custom fields for financial accounts:
| Step | Action | Description |
|---|---|---|
| 1 | Open Settings → Contact Management | Access the custom field designer |
| 2 | Create groups and rows | Organize the layout for better readability |
| 3 | Add custom fields | Choose field types and define labels |
| 4 | Save and apply changes | Store your layout |
| 5 | Edit contact or account details | Fill in values in the custom fields section |
By following these steps, you can effectively design and manage custom fields in LeadCenter.ai, allowing your team to track detailed client or account data tailored to your business needs.
Thank you for watching.
