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Contact Management

Note Templates
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 View Household Events, Meetings, Notes, and Tasks from a Contact Companies Module Use Troy AI on the Households List 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 Use Contact Peek to View Recent Activity Contact Audit Log

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 View Household Events, Meetings, Notes, and Tasks from a Contact Companies Module Use Troy AI on the Households List 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 Use Contact Peek to View Recent Activity Contact Audit Log

Note Templates

Note templates in LeadCenter.AI allow you to create predefined note structures for common client interactions. By using templates, your team can ensure consistency, save time, and streamline documentation across client records.

Creating a New Note Template

  1. Click "+ New Template"

    A new note template creation form will appear.

  2. Enter a Template Name

    Provide a clear and descriptive name for the template. This helps you quickly identify it when adding notes.

  3. Select a Template Category and Note Category

    Note Templates has two separate category fields. Template category (Appointments, Call Scorecards, Call Summaries, Events) organizes the template itself in the templates list. Note category (for example, "1st Visit - Not a Client") is the category applied to the note when the template is used.

  4. Compose the Note Content

    Write the default note content that will appear when this template is used.

    • Use placeholders or predefined text to ensure consistency.
    • Users can modify the content when applying the template to a note.

    Tip: Keep note content concise and relevant—users can always add more details when applying the template.

  5. Tag Users (Optional)

    Use "@" followed by the user’s name to tag specific team members.

    Tip: Tagged users will be notified when the note template is used in a note, ensuring timely follow-up.

  6. Click "Save"

    The template will now be available for use when creating notes.

Writing and Improving Note Templates with AI

Troy AI can draft a new note template from scratch or improve the content already in the Notes field.

  1. Open the Troy AI menu

    In the note template editor, click Troy AI.

  2. Choose an action

    Select New note template to draft a new template, or choose Enhance with AI, Formalize, Polish, Elaborate, Shorten, or Compliance check to revise content already in the Notes field.

  3. Describe what you need

    In the Troy AI Note Builder panel, choose a suggested prompt or describe the note structure you want in the message box, then send it.

  4. Review and apply the result

    Select Use in draft to replace the Name and Notes fields with the generated content, or Add to draft to append it to what is already there.

    Troy AI Note Builder panel with a prompt, a generated distribution request template, and the Use in draft button

    Review the draft, then apply it to your template.

  5. Finish and save

    Complete the template name and categories, review the AI-generated content, then click "Save".

Tip: Always review AI-generated content before saving, since note templates are reused across many contacts.

Using a Note Template

To apply a note template while creating a note, select a template from the "Template" dropdown. The note content will auto-fill with the predefined text, which you can modify if needed.

Tip: Learn more about applying note templates and managing notes in the Notes Help Article.

Managing Note Templates

Review When Templates Were Updated

Switch to table view in the note templates list to compare when each template was created and most recently updated:

Note templates table view showing the Created At and Last Updated columns.
Created At and Last Updated appear as columns in table view.
  • Created At shows when the template was first saved.
  • Last Updated shows when the template was most recently saved.

If a template has not been changed since it was created, the two dates match.

Editing a Note Template

  1. Find the template you want to update in the note templates list.

  2. Click the three-dot menu next to the template.

  3. Select Edit, update the necessary fields, and click Save.

Deleting a Note Template

  1. Find the template you want to delete in the note templates list.

  2. Click the three-dot menu next to the template.

  3. Select Delete and confirm the action.

Best Practices for Note Templates

  • Use clear and specific template names for easy identification.
  • Organize templates by category to quickly find the right one for your needs.
  • Use "@" to tag relevant team members when necessary to ensure prompt follow-up.
  • Regularly review and update templates to keep them relevant.

Need Help?

If you have any questions or need assistance, contact LeadCenter Support at support@leadcenter.ai.

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 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.