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What's New

Jan 6th 2025 Feature Update
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

What's New

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

Jan 6th 2025 Feature Update

We’re thrilled to announce a major update to LeadCenter.AI packed with exciting new features and improvements designed to enhance your experience and streamline your workflow.

Marketing Dashboard

Stay on top of your marketing performance with the New Marketing Dashboard.

  • Track real-time KPIs for your key campaigns and activities.
  • Visualize essential metrics like marketing spend, email marketing performance, text message activity, new leads, and more—all in one place.

Explore the Dashboard Now →

Global Header

Introducing a sleek global header for easier navigation across LeadCenter pages.

  • Quickly access settings from the upper right corner.
  • Effortlessly switch between Sales and Marketing Dashboards.

Sources & Campaigns

Now, you can create campaigns under sources. For more information, please visit this article.

Events and Calendars Submissions

Previously, submissions from event forms and public calendar forms were only tracked within their respective systems. Now, these submissions automatically appear in the Form Submissions Page, enabling you to track all data in one centralized location for streamlined analysis and reporting.

Additionally, you can now track UTM parameters for event and public calendar form submissions. To enable UTM parameter tracking, you’ll need to update the website script. Follow these steps:

  1. Navigate to settings \ contact capturing \ Domains.
  2. Click the Javascript code button in the upper-right corner.
  3. Copy the provided code.
  4. Paste the JavaScript code at the bottom of your website page, just before the closing <body> tag.

Once updated, any form submissions with UTM parameters in the URL will have those parameters automatically captured along with the form data.

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.