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Set Up Your Account

Business Details
Account Settings Business Details Managing Users Personal Profile Email Notification Settings Office Locations Individual Email Configuration Shared Email Account Shared Email Account using Office 365, Gmail, or Other SMTP Accounts Email Custom Sending Domain Sending Email Address DMARC Security

Set Up Your Account

Account Settings Business Details Managing Users Personal Profile Email Notification Settings Office Locations Individual Email Configuration Shared Email Account Shared Email Account using Office 365, Gmail, or Other SMTP Accounts Email Custom Sending Domain Sending Email Address DMARC Security

Business Details

* Page referenced in this article: business details page.

Important: The information you set here will be used in many systems in LeadCenter. Check below for a complete list.

In this page you can configure:

  • Business name: This will be used in public calendars, public financial questionnaires, and public client document storage.
  • Address: If you are using virtual numbers. You must enter a correct address here. Our system must be able to verify it as as an accurate address.
  • Logo: Your company logo will be used in public calendars, public financial questionnaires, and public client document storage.
  • Phone number and privacy link: This will be used in public calendars, public financial questionnaires, and public client document storage.
  • Email Signature: This is a shared email signature that can be inserted in emails while editing in LeadCenter.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.