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Contact Management

Sending and Receiving Emails
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

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

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 other can set up their own individual email account to send and receive from lead center.

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.