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Streamlined Team Collaboration with Comments & Mentions
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What's New

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 Increase Productivity and Save Time with LeadCenter Peek Take Your Event Management to the Next Level 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

Streamlined Team Collaboration with Comments & Mentions

02/21/2025

LeadCenter now allows you to add comments and mention team members across key areas, making collaboration smoother and ensuring that client updates are always documented in the right place.

Instead of relying on emails or external messaging, you can now discuss key updates directly within LeadCenter, keeping everything organized.

Where Can You Add Comments?

  1. Appointments (in the appointment details view & contact details page)

    • You can now add comments within each appointment record, allowing team members to discuss details without switching between tools.

    Important: Appointment-specific notes have been moved to their respective appointment records and appear as comments within the Appointments section of the Contact Details page. This includes notes generated by the Zoom Meeting Summary AI Companion.

  2. Financial Questionnaires (inside the FQ List Page & contact details page)

    • Easily add comments when reviewing client financial questionnaires, ensuring collaboration between advisors and operations teams.

  3. Workflows (inside each workflow run & contact details page)

    • Keep track of workflow progress and updates by adding comments to workflows directly.

    • Mentions allow for faster coordination with teammates managing the same process.

  4. Financial Accounts (inside the Accounts List Page & contact details page)

    • Add contextual discussions under financial accounts, ensuring the entire team stays aligned on updates.

    5. Important: Account-related notes have been moved to their respective account records and appear as comments within the Accounts section of the Contact Details page.

  5. Tasks & Notes (inside each individual task page, note page & contact details page)

    • Tasks and notes now support comments, allowing users to add important details, tag colleagues, and track updates directly.

📌 Important Note:

Only the person who created a comment can delete it. Other users cannot remove comments made by someone else.

🔔 Stay Notified with Mentions

Mention a team member using @name, and they’ll receive an email notification, ensuring they never miss an important update.

Need Help?

If you have any questions, contact LeadCenter Support at 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 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.