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What's New

Increase Productivity and Save Time with LeadCenter Peek
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

What's New

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

Increase Productivity and Save Time with LeadCenter Peek

09/03/2024 Increase productivity with Peek

Say goodbye to opening hundreds of pages every day just to access contact information. We’ve just updated LeadCenter with a new feature called Peek that is designed to help increase productivity by reducing the time you spend searching for information about a contact.

With Peek, you can view all critical lead and contact information directly from the sales pipeline or contact dashboard without the need to open the contact details page. Simply hover over one of the icons as shown below, and it will instantly display the latest calls, emails, financial accounts, etc. You don’t even need to click. Also, you will be able to see head of household (HOH) and spouse details directly from the dashboards.

Additionally, with the contact action menu you can engage contacts (call, text, send an email, etc) without ever leaving the sales pipeline dashboard.

If you have any questions or need further assistance, please don’t hesitate to reach out to our support team at support@leadcenter.ai. We’re here to help.

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.