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Contact Management

Use Contact Peek to View Recent Activity
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 Use Contact Peek to View Recent Activity

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 Use Contact Peek to View Recent Activity

Use Contact Peek to View Recent Activity

Contact Peek lets you quickly review recent activity and key contact details without opening the full contact record. When you hover the eye icon on supported list pages, a small peek panel appears with quick access to recent activity such as calls, emails, appointments, notes, and other helpful shortcuts.

Where Contact Peek Appears

Contact Peek is available in several areas of LeadCenter where you review contact lists and activity.

  • Contacts page
  • Sales Pipeline page
  • Families list
  • Event Attendees lists
  • The peek row above the contact name on the contact detail page

How to Open Contact Peek

  1. Go to a page where Contact Peek is available.
  2. Find the contact you want to review.
  3. Hover the eye icon.
  4. In the peek panel, move your pointer over the available icons to preview recent activity.

Note: Contact Peek is designed for quick review. If you need full details, open the contact record.

What Contact Peek Helps You Review

Contact Peek gives you a fast summary of recent contact activity so you can decide whether you need to open the full record. Depending on the page and the contact’s history, the peek panel may help you review items such as:

  • Recent calls
  • Recent emails
  • Recent appointments
  • Notes or other recent activity
  • Family or household context, where applicable

The exact items shown can vary based on what activity exists for that contact.

Recent Calls in Contact Peek

The green phone icon inside Contact Peek shows the contact’s most recent calls. LeadCenter displays the 5 newest calls, sorted by call time with the newest first.

These recent calls can come from any connected supported provider, including:

  • LeadCenter
  • RingCentral
  • GoTo Connect
  • Dialpad

The phone icon appears whenever the contact has at least one call from any supported provider.

What You Will See in the Calls Popover

  • The call direction, such as inbound or outbound
  • The provider label, shown as via [Provider]
  • The call time
  • The call duration, when available
  • The user name, when applicable
  • The call status, such as completed or no-answer

This makes it easier to see at a glance which provider handled each recent call.

Why Only 5 Calls Are Shown

Contact Peek is meant to give you a fast summary, so it shows only the 5 most recent calls. Older calls are not shown in the popover.

To review the full call history for a contact, open the contact record and go to the Calls tab.

Important Notes

  • Contact Peek is a quick-view tool and does not replace the full contact record.
  • Call statuses from different providers are shown using a simpler shared set of statuses in LeadCenter.
  • You only see calls and activity your account is allowed to view.
  • If your account does not use external phone integrations, Contact Peek continues showing LeadCenter activity as usual.
  • No setup is required for supported call providers to appear in Contact Peek once those integrations are connected and matched to the contact.

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.