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What's New

Bulk Update Across All Contacts is Now Available!
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What's New

Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

Bulk Update Across All Contacts is Now Available!

10/24/2024 Contact Management

Bulk Update just got better! Previously, updates were limited to one page at a time, but now you can apply bulk updates across multiple pages—making it even easier to manage your sales pipeline and contacts. Plus, you can use filters to fine-tune your selection before applying updates!

To use this enhanced feature:

  • In contact or sales pipeline dashboard: Apply filters to narrow down your contact list based on criteria such as contact stage, owner, or source. You can use advanced filters to filter by any contact field.
  • Select contacts: Choose multiple contacts by checking the boxes next to each contact in your sales pipeline. Now, you can click Select all X contacts to select filtered contacts across all pages—not just the current page.
  • Apply bulk actions: Use the action buttons at the top of the screen to apply changes like changing stages, assigning owners, running workflows, and more.

If you have any questions or need assistance, contact us 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 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.