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New to Leaf360? Work through this page in order. Each step really does depend on the one before it. Your stages have to exist before a pipeline can use them, and your database has to be in before there’s anything to work.
Nicolas walks one real job through Leaf360 in eight minutes: the urgent leads, the follow-up that would’ve slipped, and what Lia does with it. Watch that first, then work through the steps below.
Moving your team off another CRM rather than starting from scratch? Switching from another CRM covers the same steps in the order that matters for a migration.

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Before you start

Two pages worth reading first, so the rest of this makes sense: Just want the fastest way to get unstuck? That’s Where to learn Leaf360.

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The setup path

1

Set up your stages

Do this before anything else. Every pipeline, every automation and most of your reporting hangs off your stages, so changing them later means redoing work. See Why you should set up your stages before anything else.
2

Shape your sales pipeline

Turn those stages into the pipeline your team actually works. See How to customize your sales pipeline in Leaf360.
3

Build your agent and partner pipeline

Referral partners move through their own stages, separate from leads and loans. See How to build a pipeline for your real estate agents.
4

Bring your database in

Import your existing contacts rather than retyping them. See How to move your database into Leaf360.
5

Add leads and referral partners by hand

For everything that arrives one at a time after the import. See How to add leads and referral partners in Leaf360.
6

Convert a lead into a business contact

When someone turns out to be a referral source rather than a borrower. See How to change a lead into a business contact.
7

Work in bulk

Once there’s volume in the system, stop doing things one record at a time. See How to update hundreds of leads at once in Leaf360.
8

Give your agents their own login

Partners get a portal of their own instead of emailing you for updates. See How to give your agents their own login.
9

Turn on notifications

Last, so you aren’t buried in alerts while you’re still setting up. See How to turn on notifications in Leaf360.

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Once you’re set up

Last modified on September 18, 2026