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Contact Management

Client Status
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts Global Search

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts Global Search

Client Status

* Page referenced in this article: client status page.

Client status is used on the contact and lead details pages. This is an extra field that you can use to filter contacts and leads.

Default client statuses are created when you create your account in LeadCenter.

Client status is also used in reports where you can filter contacts based on their client status. This can be a helpful field to flag client contacts not in the sales pipeline as clients.

Redtail and Wealthbox Inegration

  • Redtail Integration: Contact client status in LeadCenter is mapped to Contact Status field in Redtail. Make sure that both these lists in LeadCenter and Redtail have matching values.
  • Wealthbox Integration: Contact client status in LeadCenter is mapped to Contact Type field in Wealthbox. Make sure that both these lists in LeadCenter and Wealthbox have matching values.

Tip: Contact status can be used as a filter in workflows, email marketing campaigns, text message campaigns, and contact segments.

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.