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New: Negative Issued Amounts and Smarter Orion Transaction Conversion
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What's New

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

New: Negative Issued Amounts and Smarter Orion Transaction Conversion

06/17/2026

LeadCenter now supports negative issued amounts on accounts, making it easier to handle signed Orion transactions like merge outs and 1035 exchange outs when they should reduce production.

When converting an Orion transaction to a related account, you can also choose whether the transaction amount applies to issued production, current balance, or both.

What’s New

  • Negative issued amounts — You can now enter negative issued amounts manually when creating or editing an account.
  • Signed Orion transaction amounts — Converted Orion transactions keep their original sign, so negative transactions can reduce issued production when issued amount is selected.
  • Issued/current controls — When converting an Orion transaction to a related account, you can choose whether the amount applies to issued amount, current amount, or both.
  • Smart defaults by transaction type — LeadCenter pre-selects the recommended option based on the Orion transaction type.

Signed Amounts

Transaction amounts keep their sign from Orion. Positive amounts, such as contributions or merge ins, increase issued production when issued amount is selected. Negative amounts, such as merge outs or 1035 exchange outs, reduce issued production when issued amount is selected and may lower the family’s AUM fee tier.

Convert to related account modal showing a negative merge out transaction applied to issued amount with a commission impact warning
Negative Orion transactions can be applied as issued amounts, reducing production when that is the correct treatment.

How It Works

When you select Convert to related account for an Orion transaction, LeadCenter creates a related account under the main account using the transaction amount and date. Before creating the related account, you choose where the amount should apply.

  • Issued amount — Counts as production. It updates the main account’s total issued amount across the main and related accounts and recalculates company fee tiers and advisor commissions for the family.
  • Current amount — Updates the balance on the new related account only. It does not recalculate commissions. For Orion-linked main accounts, the main account’s current amount continues to sync from Orion.
Please note: At least one option must be selected before creating the related account.

Default Settings

When the convert modal opens, LeadCenter pre-selects the recommended option based on the Orion transaction type:

  • Contributions, merge in, rollover, and transfer in — Issued amount only.
  • Withdrawals and distributions — Current amount only, with issued amount set to 0 on the related account.
  • Merge out and 1035 exchange out — Issued amount only, using the signed amount from Orion.

You can override these defaults before creating the related account.

Commission Impact

Commissions recalculate only when issued amount is applied to the new related account. The convert modal shows a warning when issued amount is selected, with additional guidance for negative amounts.

Bulk Convert

Bulk Convert to related account uses the same transaction-type defaults automatically. It does not show the issued/current chooser for each row.

Use single-transaction convert when you need to override the default or when commissions are sensitive. Avoid bulk converting mixed transaction types, such as contributions, withdrawals, and merge outs, without reviewing the results.

Why It Matters

  • More accurate production tracking — Signed transactions can increase or reduce issued production when that is the correct treatment.
  • Cleaner balance tracking — Withdrawals and distributions can update current balance without reducing production or commissions.
  • Better commission control — Teams can see when a conversion will affect production, fee tiers, and advisor commissions before creating the related account.

Questions? 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 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.