Help Center
Workflows
Templates and Workflows Categories
* Page referenced in this article: template and workflow categories page.
Template and workflow categories is a great way to organize templates and workflows.
Tip: When you are searching for a template in dropdown boxes, the template category name will show at the beginning of the search result. For example, when creating an appointment and changing the confirmation email to another template. The template category name will show at the begining like this:
When you create an account in LeadCenter, the system will come will the following template categories:
- Appointments
- Events
- Marketing
- Operations
- Sales
- Others
You can edit, delete or add categories from this page.
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.