> For the complete documentation index, see [llms.txt](https://docs.leadbay.app/doc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.leadbay.app/doc/product-guides/onboarding.md).

# Onboarding

{% hint style="info" %}
You need to go through Onboarding only the first time the organization joins Leadbay. If you are invited to an existing organization, you can start using Leadbay immediately.

Sign up at <https://leadbay.ai/> — no demo required, start for free.
{% endhint %}

When you first sign up, Leadbay walks you through an **8-step guided onboarding** that introduces the key features hands-on.

## Step 1 — Create your account

We'll ask for your name, email, and a password. You'll then verify your email by clicking a link we send you.

<figure><img src="https://1428241958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzhwr2nXLtM9EytX9Xvg%2Fuploads%2Fz0bJaHPXk6Ar2JoNADEy%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-20%20a%CC%80%2010.44.33.png?alt=media&amp;token=47e22c9d-65ae-43a3-a370-1a781e42b367" alt="" width="375"><figcaption></figcaption></figure>

## Step 2 — Tell us about your past wins

To personalize recommendations, our AI needs a glimpse into your past leads.

### Upload a CSV

Provide a CSV file with past CRM data. It doesn't have to be perfect or complete — the more the better, but we'll work with what you give us.

<figure><img src="https://1428241958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzhwr2nXLtM9EytX9Xvg%2Fuploads%2FN6ghCtsY8y0q2XEKgp4N%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-20%20a%CC%80%2010.50.22.png?alt=media&amp;token=e14afcb4-8041-4b31-af31-03729de9405c" alt="" width="375"><figcaption></figcaption></figure>

How to export from your CRM:

* [Export from Salesforce](https://help.salesforce.com/s/articleView?id=sf.exporting_data.htm\&type=5)
* [Export from HubSpot](https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets)

### Map fields

Every CRM calls things by different names. Leadbay auto-detects your columns — verify or correct the mapping.

<figure><img src="https://1428241958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzhwr2nXLtM9EytX9Xvg%2Fuploads%2FoSTTMcZOqmM4UDed22Rj%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-20%20a%CC%80%2010.51.00.png?alt=media&amp;token=0f3fba6c-c242-4663-ac06-db5c0cb1e491" alt="" width="375"><figcaption></figcaption></figure>

The most important field is **Status** — it tells our AI which leads were won or lost. This is how the model learns what kind of leads work for you.

We'll also ask you to confirm how you name your statuses.

<figure><img src="https://1428241958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzhwr2nXLtM9EytX9Xvg%2Fuploads%2FYUZGxXSdZ4Dh9nby7NGj%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-20%20a%CC%80%2010.51.36.png?alt=media&amp;token=8ed8fb55-81fa-4d03-9bcf-17b207affc6d" alt="" width="375"><figcaption></figcaption></figure>

Once done, you'll see your first selection of AI-recommended leads.

{% hint style="info" %}
Don't have a CSV? You can still start — Leadbay will build recommendations from your description and qualification questions. You can always import data later from [Data Sources](/doc/product-guides/data-sources.md).
{% endhint %}


---

# Agent Instructions
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