> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Videos

> Written versions of the videos we publish, for anyone who would rather read than watch, plus short answers to questions we get often.

<Columns cols={3}>
  <Column>
    **Getting set up**

    * [Why you should set up your stages before anything else](/faq/setup-stages-first)
    * [How to move your database into Leaf360](/faq/import-your-database)
    * [How to turn on notifications in Leaf360](/faq/turn-on-notifications)
    * [How to set up lead sources and sub-sources](/faq/lead-sources-and-subsources)
  </Column>

  <Column>
    **Arive and importing**

    * [How to connect Arive to Leaf360](/faq/arive-connect-leaf360)
    * [How to import Arive loans into Leaf360 using Direct API](/faq/arive-import-loans-direct-api)
    * [Arive CSV import, step by step](/faq/arive-csv-import)
  </Column>

  <Column>
    **Leads and pipelines**

    * [How to add leads and referral partners in Leaf360](/faq/add-leads-and-referral-partners)
    * [How to update hundreds of leads at once in Leaf360](/faq/bulk-update-leads)
    * [How to customize your sales pipeline in Leaf360](/faq/customize-sales-pipeline)
    * [How to build a pipeline for your real estate agents](/faq/build-agent-partner-pipeline)
    * [How to change a lead into a business contact](/faq/lead-to-business-contact)
    * [How to turn referral emails into leads automatically](/faq/referral-email-to-lead)
  </Column>

  <Column>
    **Email and SMS**

    * [How to create email and SMS templates with AI](/faq/ai-email-sms-templates)
    * [How to send and schedule bulk email in Leaf360](/faq/schedule-bulk-email)
    * [How to add images to your email templates](/faq/add-images-to-email-templates)
    * [How to use Claude to write your CRM templates](/faq/use-claude-for-templates)
  </Column>

  <Column>
    **Portals and partners**

    * [How to give your agents their own login](/faq/agent-partner-portal-login)
  </Column>

  <Column>
    **LIA walkthroughs**

    * [LIA demo: urgent leads, income analysis, and the conditions email](/faq/lia-demo-leads-income-conditions)
  </Column>
</Columns>