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Contact Management

Sending and Receiving Emails
Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships Companies Module Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range

Contact Management

Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships Companies Module Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range

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.

Email Inbox Navigation and List Improvements

LeadCenter’s email inbox includes several navigation and list-view improvements that make it faster to review email activity without constantly returning to the email list.

Navigate Between Emails Without Going Back to the List

When viewing an email in detail view, you can move to the previous or next email in the current list using the navigation arrows in the header.

  1. Open any email from the inbox.
  2. In the detail view header, look for the left and right chevron arrows next to the Back button.
  3. Click the left arrow to open the next newer email in the list.
  4. Click the right arrow to open the next older email in the list.

A position counter, such as 3 of 14, appears between the arrows so you can always see where you are in the list. The arrows are automatically disabled when you reach the first or last email.

Improved Timestamp Display

Email timestamps in the list now always include the time of day, making it easier to identify exactly when an email was sent or received without opening it.

  • Emails from today — show only the time
  • Emails from this year — show the date and time
  • Emails from a previous year — show the full date and time

From Column in the Email List

The email list now includes a dedicated From: column that shows the sender name or address for each email. This makes it easier to scan who sent each message at a glance.

  • Unread emails appear in bold
  • If sender information is missing, a dash is shown
  • Long sender addresses may be shortened to keep the layout clean

Where These Improvements Apply

  • The main Emails page
  • The Emails tab on a contact detail page
  • The Emails tab on a family or household page

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.