Help Center

Choose Which Verification Checks Run on Each CSV Import Use Shortcodes in Appointment Templates Event Cancel and Confirm Links Now Require Confirmation Remove Promocodes from Event Attendees Reach Up to 500 Contacts with Manual Email and SMS Workflows Find Pages and Settings Faster with Phoenix AI Claudia AI Meeting Reminders Add Booking Questions to Calendar Invites Control Amounts When Converting Transactions in Bulk Customize How Claudia AI Creates Follow-Up Tasks Find the Right Tasks with Flexible Filters Tasks Now Remember Your Filters See Time Block Settings at a Glance Claudia Meeting Capture Just Got Easier Route Workflows by Appointment Status Restore an Earlier Version of a Workflow New: Review, Search, Filter, and Export Appointments in List View Warn or Block Bookings Over Reserved Time Review Financial Questionnaires with Troy AI Review Account Details with Troy AI Understand Household Relationships and Activity with Troy AI New: Duplicate Appointment Templates Analyze Your Accounts List with Troy AI More complete history for synced calendar meetings Claudia Transcriptions and Videos Are Easier to Find Introducing Troy AI for Emails, Calls, and Texts Manually Restart Workflows for Contacts Who Reached an Exit Step Troy AI Now Helps You Work Through Tasks Use Troy AI in Calendars Use Troy AI on Notes More Precise Age Filtering Greenboard Archive Is Now Available Intulse and Dialpad Activity Now Matches Existing Contacts Automatically Improved Cc Suggestions for Contact Emails New: Connect LeadCenter Appointments with Zapier New Appointment Email Preferences Move Financial Accounts to Another Contact New: Archive Task Lists and Review Tasks Faster More Control over Claudia AI Meeting Tools Improved: Settings Menus Are Easier to Navigate New: Review Assets Across Financial Accounts Notes now open in a side panel Choose How Far Ahead Your Calendar Syncs Bulk update advisors and office locations for contacts Improved Orion syncing and Auto Link matching Upload Images and PDFs in Troy AI Choose the Next Workflow Step When Completing a Task Improved Event Capacity and FSS Registration Handling Change note visibility in bulk Archive Call and Meeting Transcriptions Copy Linus AI Marketing Pages Production Tracking Only for AUM Accounts Transfer Money Between AUM and Insurance Accounts Connect Blueleaf to LeadCenter View and Manage Transactions Across All Accounts Ask Troy AI Questions About Your Pipeline and Contacts New: Negative Issued Amounts and Smarter Orion Transaction Conversion Claudia AI Improvements for Meetings, Transcriptions, and Follow-Up Tasks New ways to create, organize, and update tasks Answer Inbound Calls in LeadCenter New: Ask Troy AI About Any Contact Incoming SMS Replies Now Notify the Most Recent Sender Improved Task Details Side Panel New: Related accounts can now fill in AUM products and writing advisors automatically Improved: Insurance company commission now recalculates when issued accounts are saved New: Connect Steep Marketing to Sync Event Registrations New: Create Personalized Letters and Labels with Mail Merge New: Pull New Redtail Notes into LeadCenter New: Organize Tasks with Custom Stages and Kanban View Update: Improved Financial Account Layout and Orion Transactions New: Orion Transactions Now Sync Automatically to Account Details Update: Claudia AI Meeting Content Is Now Private by Default New: Control Meeting Location Options on Each Shared Calendar Link Update: Form Submissions Can Now Fill Missing Contact Details New: Appointment Update Emails Now Show What Changed New: Reply All from Inbox New: Choose Which Email Sends Event Confirmations and Reminders Update: Improved Financial Account Layout and Management New: Link Notes and Tasks to Multiple Contacts New: Connect Intulse to Sync Calls and Text Messages into LeadCenter New: Assign Workflow Tasks by Role with Workflow Service Teams New: Claudia AI Can Now Join Supported Meetings from Synced Outlook and Google Calendars Update: Automatic Contact Matching Now Helps Reduce Duplicate Contacts in Redtail New: Convert Notes into Tasks in One Click New: Bulk Actions on Recurring Tasks Now Give You More Control New: Stage and Closed Date Now Stay Visible on Contacts After They Leave the Pipeline New: Download a Printable Financial Questionnaire for Offline Completion New: Add Claudia AI to Live Meetings or Upload Recordings You Already Have New: Event Confirmation Emails Now Include Calendar Invites New: Bulk Delete Accounts from the Accounts Listing Page New: Apply Claudia AI Settings to All Users New: Prevent Duplicate Contacts When Pushing Contacts to Wealthbox New: Play and Download Claudia AI Meeting Recordings New: Primary and Professional Contacts Are Now Excluded from Duplicate Detection New: Marketing Opt-Outs Are Now Preserved When Merging Contacts New: Choose Event Confirmation Templates When Updating Attendees New: Clear Contact Fields in Update Contact Workflows New: Use Age in Filters, Segments, and Workflows New: Download Call and Meeting Transcripts as PDF New: External Calendar Events Are Now Read-Only in LeadCenter New: Set Team Member Priority for Round-Robin Shared Calendars New: Better Filtering and Account-Type Management for Financial Accounts New: Use Catchlight Data in Filters, Segments, Workflows, and Zapier New: Pushed Records Now Reflect the Right Team Member in Wealthbox New: Event Confirmations Now Support Text Messaging New: Create Custom Export Templates for Contact Downloads Pre-Fill Public Calendar Booking Forms with Contact Details Control the Closed Stage Note Prompt Preview and Merge Duplicate Contacts Without Leaving Your Current View Phone Call Transcription Pricing Update: Now $0.064/Minute Prevent a Workflow from Running on the Same Contact Twice Auto-Fill Estimated Investable Assets from Catchlight Redtail Contact and Task Updates Can Now Sync to LeadCenter New Option: Exclude Production Split from Commission Calculation Direct Integration with Gmail and Google Workspace Replace Linked Custodian Account Pause Event Registration Without Unpublishing the Event Link Multiple Unlinked Accounts at Once Download Notes as PDF Reports New: Notes & Mobile UX Enhancements New: SMS Quick Reply in Text Conversations New: Sync Seminars & Attendees with Zapier New: Claudia AI — Your AI Meeting Assistant Inside LeadCenter New: Dialpad Integration for Calls, Recordings, and Transcriptions New: Amount-Based Commissions for Writing Advisors New: View Multiple Calendars in the Mobile App Appointments with Contacts Without Email New: Google Meet Integration for Appointments New: Associate Contacts with Time Blocks (No Client Notifications) New: Work Week View & Calendar Display Settings New: Household-Level View for Families New: Additional Pipelines for Deals, Projects, and Custom Workflows New: Companies + Deals for B2B Teams New: Sync Orion Insurance Accounts into LeadCenter New: Add Conditional Paths to Your Workflows Add New Contacts with Additional Fields and Copy Records to Spouse New: Internal Subject for Appointments Update Existing Contacts Using CSV New: Capture Calls and Leads from RingCentral and GoTo Connect Automate Follow-Up from Website Forms with Form Submission–Triggered Workflows New: Automate Appointment Workflows with a New Trigger and Wait Node Event Attendee Export Now Includes Address and Tags Build High-Converting Landing Pages with AI — No Coding Required (Beta) Schedule Microsoft Teams Meetings from LeadCenter Cleaner UI with New Peek Icon, Click-to-Call/Email, and Faster Page Loads Redesigned LeadCenter Interface — Simpler, Faster, and Built on Advisors’ Feedback Customize Your Home Page Layout with Widgets Trigger Workflows When Contact Tags Change New Shortcodes Format in Email and Text Templates Manage Your Sales Pipeline with the New Kanban View Record Notes and Messages with AI Speech-to-Text Expected Production Field Added to Sales Pipeline Contacts Push Account Updates to Redtail New: Push Tags & Keywords to Redtail and Tasks & Notes to Wealthbox Set Appointment Reminders by Category Automatic Family Creation & Head of Household Assignment Email Redirects Now Saved to Notes (and No More Duplicate Contacts) Weekly Executive Report by Email New: Enhanced Email Sync Privacy Options New: AI Tools in LeadCenter Sender Signature Shortcode Email Open & Click Notifications Enhanced Calendar View: Smarter Grouping for Synced Appointments Introducing the Servicing Advisor View Send Test Emails with Shortcodes Populated Introducing AI-Powered Follow-Up Emails After Every Zoom Meeting Redirect to a Custom Confirmation Page for Calendars & Events Smarter Workflows, Automated Catchlight Enrichment & More Enhanced Monthly Calendar View: Smarter Grouping and Improved Performance Introducing the "Days in Stage" Filter Across LeadCenter Custom Consent Message for LeadCenter Public Forms Introducing Main and Sleeve Financial Accounts New Notification System in LeadCenter Web & Mobile Apps Introducing LeadCenter University: Your Path to Mastering LeadCenter Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks! Daily Digest Emails: Your Day, at a Glance Edit Workflows Without Interruptions Important Update: New Business Verification Required for SMS & Voice Services Improved Side Menu Control LeadCenter Mobile App v1.1: View Schedules for Your Team Members on the Go New Feature: TCPA Compliance Message for Text Messaging Personal Notification Preferences: Get the Right Alerts, Only When You Need Them LeadCenter Mobile App v1.0.9: Manage More on the Go Send Event Invitations in Just a Few Clicks View Catchlight Data Instantly in Sales Pipeline Appointment report to track scheduler performance LeadCenter Mobile App Version 1 Released New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards Custom Fields Now in the Overview Section New: Productivity Report Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration 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 Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek 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 AI Meeting Prep That Gets You Ready Before Every Appointment