What's New

What's New

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! 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Prevent a Workflow from Running on the Same Contact Twice

03/09/2026

Exit Steps in workflows now do more than end the current run. You can now use an Exit Step to prevent the same workflow from running on the same contact again in the future.


What’s New

  • Exit Steps can now permanently block future runs — Once a contact reaches an Exit Step, that workflow will not run for that contact again.
  • This applies across workflow versions — Even if you publish a new version, contacts who already exited through an Exit Step will still stay blocked from future runs.

How It Works

A contact can enter a workflow through a trigger like Contact Created, Contact Updated, Manual Trigger, Appointment Created, or Form Submission Created. If that contact later reaches an Exit Step, the workflow run is completed and that contact is permanently excluded from that workflow.

  1. A contact enters the workflow through a trigger.
  2. The contact moves through the workflow steps.
  3. When the contact reaches an Exit Step, that workflow run ends.
  4. If the same workflow trigger happens again later for that same contact, the workflow will not run again.
Example: A workflow uses the Contact Updated trigger and watches the Tags field.
  • A contact gets the tag Seminar Attendee, so the workflow runs.
  • Later, the same contact gets another tag, such as Hot Lead.
  • Previously: The workflow could run again because the contact still matched the original tag condition.
  • Now: If that workflow path ends with an Exit Step, the workflow will not run again for that contact.

What This Means for Existing Workflows

  • Workflows without an Exit Step: No change. These workflows continue working the same way as before.
  • Workflows with an Exit Step: Going forward, any contact that reaches the Exit Step will be blocked from running through that workflow again.
  • Contacts who already reached an Exit Step before this update: They are not blocked retroactively. They can still enter the workflow again unless they reach the Exit Step in a new run after this update.
  • Runs that were terminated or failed: These do not create a permanent block.
  • Workflows that end naturally without an Exit Step: These do not create a permanent block, so the contact can still enter again later.

What About Contacts Already in Progress?

  • Contacts already in the middle of a workflow are not affected immediately. Their current run continues normally.
  • If their current workflow path includes an Exit Step ahead: They will be blocked from future runs only when they eventually reach that Exit Step.
  • If their current workflow does not include an Exit Step: No permanent block will be created.
  • If you publish a new version of the workflow: Contacts already in progress continue on the version they started on.

When to Use an Exit Step

  • Use an Exit Step if you want the workflow to run only once per contact.
  • Let the workflow end naturally if you want the workflow to remain repeatable in the future.

Why It Matters

  • Better control for one-time workflows — Prevent onboarding, one-time follow-up, or single-send workflows from running more than once for the same contact.
  • Fewer duplicate sends — Reduce the risk of a contact triggering the same workflow again later.
  • More predictable workflow behavior — Exit Steps now clearly define when a workflow should end permanently for a contact.

Questions? support@leadcenter.ai

Need more help?

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