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Capturing Emails from Secondary Email Addresses
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What's New

Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses 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 Increase Productivity and Save Time with LeadCenter Peek Take Your Event Management to the Next Level Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

Capturing Emails from Secondary Email Addresses

02/19/2025

LeadCenter now logs all emails sent to or received from both primary and secondary email addresses, providing a more comprehensive communication history and improving compliance tracking.

What’s New?

  • Previously, only emails sent to or received from a contact’s primary email address were logged.
  • Now, emails associated with both primary and secondary email addresses are automatically captured and displayed under the contact’s communication history.

⚠ Important Note: Emails from secondary email addresses will start being logged from today onward. Previous email exchanges from secondary addresses will not be retroactively synced.

Why This Matters?

  • Improved Compliance Tracking: Ensure all relevant communications are logged for compliance and auditing purposes.
  • Complete Communication Visibility: Advisors and team members can now see the full email history of a contact, regardless of which email address was used.
  • Better Client Engagement: Avoid missing important follow-ups or responses that may be sent to a secondary email address.

Where Can You See This Update?

  • Emails from both primary and secondary email addresses now appear in the Emails section of the contact details page.
  • Email logs in the Sales Dashboard > Communications > Emails now reflect messages associated with both email addresses.

Need Help?

If you have any questions, please 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 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.