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Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks!
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 LeadCenter Mobile App Version 1 Released Appointment report to track scheduler performance New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards New: Productivity Report Custom Fields Now in the Overview Section 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 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

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 LeadCenter Mobile App Version 1 Released Appointment report to track scheduler performance New: Download Financial Accounts from the Accounts Page Ability to Sort by Name in Contacts and Pipeline Dashboards New: Productivity Report Custom Fields Now in the Overview Section 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 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

Upcoming Major Updates to LeadCenter — Coming in the Next Two Weeks!

07/17/2025

We’re excited to share a preview of several new features and improvements that will enhance your LeadCenter experience. Here’s what to expect:

Daily Digest

Starting soon, you’ll receive a daily digest email every workday at 6:00 AM. This email will include your appointments, tasks, seminars, and contact special dates for the day — all in one convenient place. The goal is to give you a head start on your day by providing easy access to your most important activities.

AND / OR Filter Customization Improvement

You can now combine AND and OR operators between conditional groups in Filters, Segments, Workflows, and Email Marketing. This improvement will make building filters faster and more efficient, reducing complexity and saving you time.

Workflow Contact Update Trigger Enhancement

Previously, contact update triggers would activate whenever any contact field changed. The new update allows you to trigger contact updates based on specific field changes. For example, trigger only when the “Stage” field is updated.

Workflow Duplication

You will now be able to copy (duplicate) workflows, email campaigns, and text campaigns. This makes creating new workflows and campaigns quicker and easier.

AUM Financial Accounts: Main and Sleeve Feature

LeadCenter’s financial accounts were originally designed for production, fees, and advisor commission tracking, which required advisors to create duplicate accounts for multiple fundings in the same client account. Additionally, integrations with custodians like Orion and Black Diamond involve multiple sleeves under a single account.

To solve this, we’re introducing Main and Sleeve accounts in LeadCenter. Sleeve accounts can now be linked under one Main account, improving user experience by:

  • Displaying a single Main account per contact in the interface.
  • Syncing seamlessly with custodians to link Main and Sleeve accounts.

Financial Account Page Column Customization

You can now customize the columns displayed on the Financial Accounts page, tailoring the view to your preferences.

Notification System in Web App

A new notification system will alert you to important updates directly within the LeadCenter web app. Notifications will appear in the upper-right corner and also as browser pop-ups (ensure notifications are enabled for LeadCenter in your browser).

Website and Landing Page Builder Access

Previously, only account owners could access the LeadCenter Website and Landing Page Builder. Now, all users will have access.

Announcing LeadCenter University

We are excited to announce LeadCenter University!

LeadCenter University is a comprehensive training program designed to cover various areas of the LeadCenter platform. Sessions will be held weekly on Wednesdays and Thursdays at 1:00 PM Central Time.

The training will be role-based and cover topics such as:

  • Sales & Operations Training
  • Financial Accounts Management
  • Managing Workflows
  • Managing Email and Text Templates with Shortcodes
  • Email and Text Marketing
  • Events Marketing Management
  • Reports and Business Intelligence

Whether you are new to LeadCenter or already familiar with it, these sessions will introduce new features and recent additions across each module.

We look forward to helping you get the most out of LeadCenter!

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.