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Personal Notifications Preferences
Account Settings Business Details Personal Notifications Preferences Managing Users Personal Profile Shared 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 Personal Notifications Preferences Managing Users Personal Profile Shared 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

Personal Notifications Preferences

You can customize which email notifications you receive from LeadCenter by visiting your Personal Notification Preferences page. Each user can manage their own preferences and opt in or out of system notifications. Available notification categories include:

  • Contact Updates: Get notified for new contact entries, call transcriptions, contact pushes from Redtail and Wealthbox, incoming text messages, event registrations, financial questionnaire completions, RMD alerts, document uploads, and form submissions.
  • Reporting: Receive daily, weekly, or monthly summaries of new leads.
  • Tasks: Stay on top of your to-dos with daily task summaries, reminders, and updates on new or modified tasks.
  • Appointments: Get client review alerts and 20-minute reminders before scheduled appointments.

These personal notification settings will replace the legacy Shared Notification Settings. However, shared settings can still be used to send alerts to external email addresses, such as group email accounts not linked to a user profile.

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.