Personal email configuration, as the name suggests, is configured for personal use by the employees of your organization. Email is an essential communication tool for every business. It facilitates receiving or sending notifications and interacting or engaging with your customers.

LeadCenter houses the Email Configuration section to configure your email account and send emails to your prospects.

By default, emails will be sent from no-reply@leadcenter.ai.
However, if you require interacting with your prospects via your email account, you can do so easily with LeadCenter.

Pre-requisites for E-mail Configuration

Before you configure your email ID in LeadCenter.ai, you need to get the SMTP settings from your email provider. We have listed the configurations to be done for Gmail, Hotmail & Outlook, and Yahoo.

Configure Hotmail & Outlook SMTP

The Hotmail & Outlook SMTP information is provided in the table below:

Full Name or Display NameYour Name
Account Name, User name, or Email addressYour full email address
PasswordYour Hotmail or outlook password (*or App password if two-step verification is enabled in your account)
SMTP Serversmtp-mail.outlook.com or
smtp.office365.com
Port (for TLS/STARTTLS)587

* If two-step verification is enabled for your office 365 account, you will need to create an app password. Follow the following steps to create an app password. You can create and delete app passwords from the Additional security verification page for your work or school account.

  1. Sign in to the Additional security verification page, and then select App passwords.
  2. Select Create, type the name of the app that requires the app password and then select Next.
  3. Copy the password from the Your app password page, and then select Close.
  4. On the App passwords page, make sure your app is listed.

For information about SMTP settings for Hotmail and Outlook, click here.

Gmail

To get the SNMP settings from Gmail, do the following:

  1. Set up the 2-Step Verification. For instructions click here.
  2. Set up the App Password to be used by LeadCenter.ai. For instructions click here.
  3. Check the latest SMTP settings for Gmail by clicking here.
Full Name or Display NameYour Name
Account Name, User name, or Email addressYour full email address
PasswordUse the password generated from step 2 above.
This is not your Gmail password
SMTP Serversmtp.gmail.com
Port (for TLS/STARTTLS)587

4. If you are still getting an error, you may need to enable Less secure app access. Click here to enable it.

Yahoo

The Yahoo SMTP information is provided in the table below:

Full Name or Display NameYour Name
Account Name, User name, or Email addressYour full email address
PasswordUse the generated App Password.
This is not your yahoo password
To set up an App Password, click here.
SMTP Serversmtp.mail.yahoo.com
Port (for TLS/STARTTLS)587

Configure Personal Email

To configure personal email in your LeadCenter account, follow these steps:

  1. Log in to your LeadCenter account via this link https://app.leadcenter.ai/login.
  2. Expand the navigation panel on the left side, click on your user initials on the top, and select Personal Email Configuration from the options.
  3. You’ll land on the Personal Email Configuration page.

Connect Outlook or Office 365

With advanced integration, you can easily connect your Outlook or Office 365 account with LeadCenter.

Manually set up personal email

To manually set up the personal email configuration, follow the steps 1-4 from the above section and see below for more information:

The E-mail Configuration page is displayed.


  1. In the Email Configuration section, enter the details to configure your email.
  2. See the table below to enter the information.

Field NameDescription
Sender NameAdd the name of the sender.
The sender name is always a part of the business email address and reflects in the “From” part of an email so that the recipient can identify the sender of the email.
Sender EmailAdd the sender's email ID.
This is your email ID, from which the email will be sent to your customer. Once you configure this email ID, it will replace the default LeadCenter.ai no-reply@leadcenter.ai email ID.
SMTP HostAdd the SMTP Host based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
SMTP PortAdd the SMTP Port based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
SMTP UsernameAdd the SMTP Username.
SMTP PasswordAdd the SMTP Password. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
Enable TLS/SSLTo enable the TLS/SSL toggle the button to the right.

This should always be enabled to send any email.
Can someone from organisation send it on behalf of you?If a user wants to send emails on your behalf this toggle button is used.
Enable: When the toggle button is enabled, someone from your organisation will be able to send emails on your behalf of you.
Disable: When the toggle button is disabled, someone from your organisation will not be able to send emails on your behalf of you.
Enable received leads related emailsIf a user wants to receive lead-related emails from your personal email ID to LeadCentre.AI ID.
Enable: To receive lead-related emails from their personal mail ID (like @gmail.com, @outlook.com).
Disable: If a user does not want lead-related emails from their mail ID (like @gmail.com, @outlook.com)

After entering the information click on 

Example for Gmail email provider

You have successfully configured your email ID.

Testing the Configured E-mail

You can send a test email to verify that your configuration information and email ID are correct. 
In the Test Configuration section, enter an email ID and click Send Test Mail.

Test Email Configuration

Deleting the Configured E-mail

You can delete the configuration from this section. Once the configuration is deleted, mail will be sent from the default LeadCenter.ai no-reply@leadcenter.ai mail ID.
This will delete your SMTP settings. Keep in mind that this action is irreversible. In the E-mail Configuration page, go to the Delete Configuration section, type "CONFIRM" and click the Delete Configuration button.

Email is an important part of any business, from receiving or sending notifications to communicating with your customer. The E-mail Configuration section shows how to configure your mail ID to send e-mails.
By default, emails will be sent from no-reply@leadcenter.ai. If you need to send emails to your customer from your email account, you need to configure your email ID with other related information.

General email configuration is used to configure a general email account. For Example, sales@company.com to send emails to all your customers.
This account can be used by all members of your organisation. For example: if you have a store, then this configured general email will be common to everyone in your organisation and can be used by all your employees to send emails to your customers.

Pre-requisites for E-mail Configuration

Before you configure your email ID in LeadCenter.ai, you need to get the SMTP settings from your email provider. We have listed the configurations to be done for Gmail, Hotmail & Outlook, and Yahoo.

Gmail

To get the SNMP settings from Gmail, do the following:

  1. Set up the 2-Step Verification. For instructions click here.
  2. Set up the App Password to be used by LeadCenter.ai. For instructions click here.
  3. Check the latest SMTP settings for Gmail by clicking here.
Full Name or Display NameYour Name
Account Name, User name, or Email addressYour full email address
PasswordUse the password generated from step 2 above.
This is not your Gmail password
SMTP Serversmtp.gmail.com
Port (for TLS/STARTTLS)587

4. If you are still getting an error, you may need to enable Less secure app access. Click here to enable it.

Hotmail & Outlook

The Hotmail & Outlook SMTP information is provided in the table below:

Full Name or Display NameYour Name
Account Name, User name, or Email addressYour full email address
PasswordYour Hotmail or outlook password (*or App password if two-step verification is enabled in your account)
SMTP Serversmtp-mail.outlook.com or
smtp.office365.com
Port (for TLS/STARTTLS)587

* If two-step verification is enabled for your office 365 account, you will need to create an app password. Follow the following steps to create an app password. You can create and delete app passwords from the Additional security verification page for your work or school account.

  1. Sign in to the Additional security verification page, and then select App passwords.
  2. Select Create, type the name of the app that requires the app password and then select Next.
  3. Copy the password from the Your app password page, and then select Close.
  4. On the App passwords page, make sure your app is listed.

For information about SMTP settings for Hotmail and Outlook, click here.

Yahoo

The Yahoo SMTP information is provided in the table below:

Full Name or Display NameYour Name
Account Name, User name, or Email addressYour full email address
PasswordUse the generated App Password.
This is not your yahoo password
To set up an App Password, click here.
SMTP Serversmtp.mail.yahoo.com
Port (for TLS/STARTTLS)587

Configuring Email to Send Emails and Notifications

To do the email configuration, do the following;

  1. Login to his account on LeadCenter.ai using https://app.leadcenter.ai/login
  2. On the left side navigation menu click on SETUP > click Shared Email Settings
    The E-mail Configuration page is displayed.


  3. In the Email Settings section, enter the details to configure your email.
    See the table below to enter the information.
Field NameDescription
Sender NameAdd the name of the sender.
The sender name is always a part of the business email address and reflects in the “From” part of an email so that the recipient can identify the sender of the email.
Sender EmailAdd the sender's email ID.
This is your email ID, from which the email will be sent to your customer. Once you configure this email ID, it will replace the default LeadCenter.ai no-reply@leadcenter.ai email ID.
SMTP HostAdd the SMTP Host based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
SMTP PortAdd the SMTP Port based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
SMTP UsernameAdd the SMTP Username.
SMTP PasswordAdd the SMTP Password. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider.
Enable TLS/SSLTo enable the TLS/SSL toggle the button to the right.

This should always be enabled to send any email.
Enable received leads related emailsIf a user wants to receive lead-related emails from your personal email ID to LeadCentre.AI ID.
Enable: To receive lead-related emails from their personal mail ID (like @gmail.com, @outlook.com).
Disable: If a user does not want lead-related emails from their mail ID (like @gmail.com, @outlook.com)

4. After entering the information click on 
Example for Gmail email provider



You have successfully configured your email ID.

Testing the Configured E-mail

You can send a test email to verify that your configuration information and email ID are correct. 
In the Test Configuration section, enter an email ID and click Send Test Mail.

Test Email Configuration

Deleting the Configured E-mail

You can delete the configuration from this section. Once the configuration is deleted, mail will be sent from the default LeadCenter.ai no-reply@leadcenter.ai mail ID.
This will delete your SMTP settings. Keep in mind that this action is irreversible. In the E-mail Configuration page, go to the Delete Configuration section, type "CONFIRM" and click the Delete Configuration button.

Account Level General Email Account

LeadCenter.AI allows users to set notifications from the Notification Preferences page. Notifications are generally used to get timely information, for example when a new lead has arrived, when you want updates (daily, weekly, and monthly), when a transcription for a lead has been generated, or when you want to receive an email for your incoming SMS.

Configuring the Email Notification

To set the Email notification, do the following:

  1. On LeadCenter.AI SETUP page click Notifications
    The Notification Preferences page is displayed.
  2. To enable a notification click on the toggle button

    Configuring Notifications Figure 03

    A notification “Email preference updated successfully” is displayed.
  3. Enter the email ID and click Add Me to receive the notification.

    Configuring Notifications Figure 04

    A notification “Email saved successfully” is displayed.

A virtual phone number is used to redirect calls to your cell phone or landline from a particular landing page through a source which for example can be Google Ads, Facebook Ads, etc. A virtual phone number is useful in terms of trackability, security, mobility, and simplicity for your business.

Let's see how you can set up a virtual phone number for a source in your LeadCenter account.

Configuring a virtual phone number 

To configure virtual phone number(s), follow the step-by-step instructions given below:

  1. Log into your LeadCenter account.
  2. Click on Setup in the navigation sidebar on the left.
  3. Under Lead Capturing, select Buy virtual phone numbers and setup call redirect.VPN-0
  4. You’ll see a list of sources.
  5. Click the Assign Virtual Number button next to the source you want to buy a virtual number for.VPN-2
  6. You'll see a list of virtual numbers to choose from.
  7. From the Number type dropdown, select Local or Toll Free as required.
  8. Click on the Assign button next to the number you select.VPN-Number type
  9. Enter the phone number where you want to receive the calls and then click Next.VPN-iv
  10. When prompted, click Buy Now to proceed to buy a virtual number.vpn-ii
  11. A pop-up message will display on screen confirming that you've successfully bought a virtual number.
  12. You'll see the Edit and Cancel buttons in the Actions column next to the source you bought the virtual number for.vpn-v

An Email Redirect (Leads by Email) is used to forward leads to your lead management dashboard automatically using your lead source's unique Email ID. 
The Email Redirect (Leads by Email) page displays the Lead Source, Assigned Email, and Action column. From this page, you can request for an Email ID to be generated for forwarding emails.

Email Redirect
Email Redirect

Configuring an Email Redirect

To configure an Email Redirect do the following:

  1. Go to the LeadCenter.AI Store Manager page 
  2. Click on Setup 
    The LeadCenter.AI SETUP page is displayed.
  3. Go to Leads > E-mails Redirect
    The E-mails Redirect page is displayed.
  4. Click   to generate a unique E-mail ID for forwarding emails


    A unique E-mail ID will be generated and assigned for the particular lead source. A successful message will be displayed.
  5. To copy E-mail ID you can click on 

This section describes setting the lead sources.

There are various platforms like email marketing, campaigning, social media platforms, calls, etc,  through which lead sources can be generated.
A lead source can best be defined as the original point at which a customer first hears about you. It’s the first step in your lead funnel and ground zero for your relationship with your customers.

By default From Website Forms and Generated Offline are displayed.


  1. From Website Forms : This source is for those leads which are being generated via submitting website forms in the website.
  2. Generated Offline : This source is for those leads which are being generated offline.

Adding a New Source

To add a new source, do the following;

  1. Go to LeadCenter.AI Store Manager page 
  2. Click on Setup 
    The Orxy Cloud SETUP page is displayed.
  3. Go to Leads > Sources
    The Lead Sources page is displayed.
  4. Click on Add New Source icon 
  5. Add the following details
    Name : Enter the name of the new source
    Color : Choose the color for the source from the given range of colors
    Icons : Choose the icon for the new source
  6. Click on Add New Source button  to add the newly added source.
    The new source will be added to the existing source list.

    You have successfully added a new source.

Modifying a Source

To modify a source, do the following;

  1. Go to LeadCenter.AI Store Manager page 
  2. Click on Setup 
    The Orxy Cloud SETUP page is displayed.
  3. Go to Leads > Sources
    The Lead Sources page is displayed.
  4. Select the source to be modified and click Edit
  5. Modify the source details and click on Save Changes button 
    You have successfully modified the source.

Each user who will be using LeadCenter.ai services needs to register an account on LeadCenter.AI. After a user registers an account, you may like to add users to manage your Dashboard and website.  If you haven't already added users to your Users page, you can do that now from the Setup page.
New users can manage your store from their personal dashboard under the Manage Stores tab.

Adding a User

To add a user, do the following;

  1. Before adding the user click on https://app.leadcenter.ai/register to register a LeadCenter.AI account.
    Once the user is registered, you can add them.
  2. In the LeadCenter.AI Setup page, click on Manage Users

    The Users page will be displayed.
  3. Click on the + Invite New User button to add a new user.
  4. Enter the basic details and click on Add User button.

    A success message will be displayed "User Invitation sent successfully. Now this user can manage your business account for you". The new user will be added to the Users page.
    Adding and Deleting Users

Deleting a User

To delete a user, do the following;

  1. In the LeadCenter.ai SETUP, page click on Users
    The Users page is displayed with the existing user list.
  2. Select the user to be deleted and click on the Deactivate button.

    A message will be displayed " User unauthorized successfully".
    The user is deleted from the Users page and all permission related to that user is also removed.

Updating User

To update a user, do the following;

  1. In the LeadCenter.ai SETUP, page click on Users
    The Users page is displayed with the existing user list.
  2. Select the user to be updated and click on the Edit button.
  3. Enter Job Title or Select New Role from the drop-down list and click on the Update button.
    Adding and Deleting Users

The user details are updated.

LeadCenter.AI basic settings section allows users to update their business details and related information.

Adding the Business Details

To add the business details information, do the following;

  1. On the LeadCenter.AI, go to Setup > Account Info
    The Business Details page is displayed.
  2. Enter the required information, see the table below.
    LeadCenter basic setting
  3. Click the Save Changes button, to save the changes.
FieldDescription
Business NameEnter the name of your business for example; LeadCenter.AI
TypeSelect the type of Business ; Individual or Business( where there is multiple partners involved in the business)
Line of BusinessSelect the line of business from the drop-down list.
Your WebsiteEnter your business website for example; https://www.example.com

Setting Up Your Account 

To set up an account with LeadCenter.AI, do the following;

  1. Go to the registration page  https://app.leadcenter.ai/register
  2. Register your account by entering your Name, Email address, and Password.
  3. Click Start My Free Trial.



    The Complete Your Registration page is displayed.
  4. Confirm the information and click on the Complete Registration button.
    Setting Up Your Account
    The Welcome Aboard...! page is displayed.
  5. Click on Start Free Trial  to get a walkthrough of the LeadCenter.AI interface.



    The Home page of LeadCenter.AI is displayed.

6. You have successfully set up your account.

LeadCenter.ai is an Integrated Sales and Marketing platform to help medium and small service businesses build a website, generate and manage leads, book appointments, sell and receive orders online at an affordable price.

Did you know that LeadCenter.ai helps you to measure and analyze your business data by giving you graphical analytics reports about your business functions? The LeadCenter.ai Analytics feature analyses your data for website visits, lead generation, orders, and appointments that help you to stay ahead of the crowd, by streamlining your operational processes. LeadCenter.ai provides further assistance for website development and digital marketing services.

Challenges for Online Business

As any entrepreneur already knows for a fact that there is a lot more involved in a business than just the idea. To get started on your new venture as an entrepreneur the first thing you need to do is build your own website. Once you have made your presence online, the next step is marketing and in today's digital world Digital Marketing is what you need to grow your business online across the world. There are all other challenges attached to Online business like advertising, managing leads, communicating, selling online, and analyzing business data.

The Solution

But as you know there are too many complex and expensive tools in the market to Build and Manage an Effective Business Online. LeadCenter.ai System gives you the solution by connecting your Marketing, Sales, and Services tools to a unified Lead Management(CRM) Database system

Why LeadCenter.ai?

LeadCenter.AI helps you to set up your business online by helping you build your website on your own without coding or design. You can also generate and capture leads and convert them, get paid for your online services and get insight and control.

LeadCenter.ai Features

  1. Build Website: Build your website in three simple steps by setting up your domain, configuring your domain DNS records, and choosing a website theme.
  2. Lead Management System: Manage and engage with your leads in the Lead Management System (CRM) tool. Leads will be generated automatically from phone calls, quotation forms, or email redirects to the lead system.
  3. Calendars and Appointments: Manage your appointments with clients from the Calendars and Appointment section. Resources can be scheduled side by side.  You can easily drag and drop appointments between different resources.
  4. Forms Builder: Build quotation forms without coding or design. You can add the questions based on your requirement and the form will be generated for them.
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