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Contact Management

Sales View vs Servicing Advisor View
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 Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Custom Fields Designer Sales Pipeline vs. Additional Pipelines Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email

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 Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Custom Fields Designer Sales Pipeline vs. Additional Pipelines Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email

Sales View vs Servicing Advisor View

LeadCenter includes a view toggle in the top navigation bar that lets each user switch between Sales View and Servicing Advisor View. This helps you focus on the tools and fields you need for your role without changing any underlying data.

Overview

  • Sales View (toggle OFF) — focused on pipelines, events, workflows, and sales tracking.
  • Servicing Advisor View (toggle ON) — focused on servicing assignments and operational management, with sales-specific items hidden.

This setting is saved per user and persists across sessions. It affects the sidebar navigation and certain fields on the Contact Details page. It does not change or delete your data.

Common issue: If you can’t find Pipelines, you are likely in Servicing Advisor View. Switch back to Sales View using the toggle in the top navigation bar.

How to Use

  1. Look at the toggle in the top navigation bar.
  2. Switch the toggle:
    • OFF = Sales View
    • ON = Servicing Advisor View

Your selected view is saved for your user and will still be selected the next time you log in.

What Changes When You Toggle

Sidebar navigation

When Servicing Advisor View is ON, these sidebar items are hidden:

  • Pipelines (and all sub-items)
  • Events
  • Workflows

All other sidebar items (such as Home, Inbox, Calendars, Contacts, Companies, Households, Tasks, Notes, Accounts, FQ, Documents, Reports) remain visible in both views.

Contact Details fields

Hidden in Servicing Advisor View (visible only in Sales View):

  • In Pipeline
  • Source
  • Stage (including days in stage)
  • Medium
  • Expected Revenue
  • Actual Revenue
  • Estimated Investable Assets
  • Scheduler
  • Probability to Close
  • Stage Timeline
  • Pipeline Notice

Hidden in Sales View (visible only in Servicing Advisor View):

  • Servicing Advisor
  • Wealth Manager

Always visible (both views):

  • Contact name, phone, and email
  • Family / spouse information
  • Owner
  • Writing Advisor
  • Client Status
  • Category
  • Office Location
  • Created / Updated dates
  • Closed At date
  • Client Since date
  • Do Not Contact alerts
  • RMD alerts
  • Email privacy settings
  • CRM integration status
  • Tags

Troubleshooting

  • I can’t find Pipelines, Events, or Workflows: Switch the toggle in the top navigation bar to Sales View (toggle OFF).
  • I can’t find Servicing Advisor or Wealth Manager fields: Switch the toggle to Servicing Advisor View (toggle ON).
  • Did switching views remove my data? No. Switching views does not delete or change data — it only changes what is shown on the screen.

Best Practices

  • Use Sales View for pipeline stages, revenue tracking, events, and workflows.
  • Use Servicing Advisor View for assigning and maintaining Servicing Advisor and Wealth Manager.
  • Remember the toggle is per user. Your view choice won’t change what other team members see.

Need help? Contact 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 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.