Help Center
Contact Management
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
Sending and Receiving Emails
Some of the benefits of connecting your emails in LeadCenter:
- See all email communication related to a contact under the contact page.
- See open and click rates for each email.
- See scheduled email marketing to contacts directly inside your CRM.
- Automate sending emails using workflows.
- Automate sending confirmation emails and reminders for meetings and events.
- Automate sending client review meeting reminders.
- Use email templates to save time while sending emails and to stay compliant
You can send and receive emails from a shared email account or individual email accounts. There is one shared email account for the entire account shared among all users. Also each user can set up their own individual email account to send and receive from lead center.
- Set up shared email account.
- Set up individual email account.
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.