> ## Documentation Index
> Fetch the complete documentation index at: https://leadping.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Leadping

> Complete Leadping onboarding, create a source, and test the production intake path.

Leadping onboarding collects the information needed to create the organization, provision its first phone number, handle A2P 10DLC registration, and activate billing.

## Before you begin

Have these items ready:

* your name and phone number;
* the organization's legal name, phone number, industry, website, and address;
* its EIN and a matching IRS document in PDF, PNG, or JPG format, up to 4 MB;
* a preferred area code for the first Leadping number; and
* a payment card.

## Complete onboarding

The setup wizard has eight steps.

| Step         | What Leadping asks for                                                                           |
| ------------ | ------------------------------------------------------------------------------------------------ |
| Profile      | Your name, phone number, and communication preferences                                           |
| Organization | Legal business details, website, industry, address, and optional offer and audience descriptions |
| Verify       | EIN and the matching IRS document                                                                |
| Phone        | The first available Leadping phone number                                                        |
| Consent      | Acceptance of the platform, messaging, TrustedForm, and compliance terms                         |
| Plan         | Monthly or annual billing                                                                        |
| Payment      | A payment method                                                                                 |
| Review       | Final authorization and the charges due today                                                    |

Submitting the final step activates the plan, purchases the selected phone number, and starts the setup workflows. Leadping handles the required A2P 10DLC registration; outbound SMS remains unavailable until it is approved.

<Note>
  The profile step uses TrustedForm to record completion of Leadping's own onboarding form. This is separate from the certificate that must accompany each external lead.
</Note>

## Create an intake source

After onboarding:

1. Open **Sources**.
2. Select **Add source**.
3. Give the source a name that identifies the real form, partner, CRM, or posting system.
4. Copy its `lp_src_...` key into that system.

A source is enabled when created. There is no approval action on the customer source page. See [Lead Sources](/docs/lead-sources).

## Add TrustedForm to the production form

Every lead submitted through a source must include its own TrustedForm certificate URL. Leadping rejects the request if that field is missing.

Confirm that the production integration sends:

* `metadata.trustedFormUrl` to `POST /leads`; or
* `trustedFormUrl` to `POST /leads/intake`.

See [TrustedForm](/docs/requiring-trustedform) for validation behavior and examples.

## Test one lead

Submit from the real production form or posting system.

1. Confirm the request returns `201 Created`.
2. Open the lead under the expected source.
3. Check its contact fields, tags, metadata, and TrustedForm URL.
4. Wait for processing to move from **Verifying** to **Ready**.
5. Confirm the conversation and any configured automation behave as expected.

If the lead becomes **Invalid**, open its processing reason before sending more traffic.

## Prepare the phone number

Leadping prepares managed numbers for production and shows their current registration, availability, and limits. Review [TrustedSetup](/docs/trustedsetup) and [Carrier Registration](/docs/carrier-registration) before using a number in production.

Start with low volume. Increase traffic only after intake, processing, conversations, opt-outs, and automation have been verified end to end.