* This is a past event

Mastering Financial Advisor CRM — Overview of LeadCenter

Wednesday, June 10, 2026 - 01:00 PM to 02:00 PM
Central Time - US & Canada
  • Managing contacts and households
  • Searching for contacts
  • Filtering contacts with basic filters
  • Filtering with advanced filters
  • Managing contact details
  • Contact fields: KYC, important fields, and financial fields
  • Managing contact tasks, notes, and documents
  • Managing contact communication - calls, text, emails, and sms
  • Q&A