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Features
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Lead Tracking
Lead Capture
Virtual Phone Number
Form Tracking
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Website Builder
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Call Transcription
Lead Nurturing
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Operations
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Appointment Performance Reports
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Getting Started
Setting Up Your Account
Basic Settings
Introduction to LeadCenter.AI
Adding and Deleting Users
Configuring Notifications
Setting Up Sources
Configuring Email Redirect (Leads by Email)
Configuring Account Level General Email Account
Configuring Personal Level Email Account
Configuring Virtual Phone Numbers to Capture Phone Leads
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Contact Management
Overview of the Leads Dashboard
Managing Leads
Introduction to Lead Management System (CRM)
Setting Up Lead Categories
Setting Up Lead Stages
Searching Leads
Setting Up Custom Fields
Adding Offline Lead
Managing Tasks
Lead Intelligence
Sending and Receiving SMS
Sending and Receiving E-mails
Configuring Events and Seminars
Configuring Financial Questionnaire
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Accounts
Configuring Accounts
Configuring AUM Settings
Configuring Commissions
Configuring Insurance Products
Calendars and Appointments
Configuring Calendars and Appointments
Managing Appointments
Zoom Integration
Workflows
Creating Email Templates
Creating SMS Templates
Setting Up Automated Actions
Setting Up Manual Actions
Dashboards and Reports
Lead Analytics
Engagements: Appointments, Email, SMS, and Tasks
Advisor Commission Payments Reports
Financial Accounts Dashboard
Issued Productions (based on Issued Date)
All Production (Issued, Pending, and Cancelled)
Appointment Performance Reports - 1st Appointments with New Prospects
Appointment Performance Reports - All Appointments with New Prospects
Deals Velocity Report
Events Report
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Importing + Exporting
Uploading Leads Via CSV
Downloading Leads to CSV (for further analysis)
Integrations
Configuring to capture leads through integration with Zapier
Integration with Zapier Configuration
Pushing Leads to Redtail as Contact
Pushing Contacts to Redtail
Pushing Leads through Zapier
Add Forms to your Website
Syncing LeadCenter.AI Calendars with Redtail Calendars
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Form Builder
Types of Forms
How to Create and Build Forms
Creating Customized Forms
Configuring External Forms
Configuring Form Builder
Website Builder
Introduction to LeadCenter.ai Website Builder
Domain Setup and DNS Records for your Website
Website Themes: How to change your website template
Customizing Website Header and Footer
Website Pages: Adding and Deleting Pages to Your Website
Menus: Adding, Deleting, and Organizing Menu Items in your Website
Blog List: Manage Blog and Articles in Website
Creating Landing Pages without Website Header and Footer
Introduction to Website Page Designer Tool
Advanced Coloring
Advanced Typography
Adding HTML and CSS Code to Website Pages
Advanced Styling
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