Getting Started Guide

Getting Started Guide

Welcome! This section helps you get up and running quickly. Whether you're a lead buyer setting up vendor management or a lead seller connecting to partners, you'll find step-by-step guides to help you succeed.

🎯 Quick Start Guides

[What is LeadConduit?](./what-is-leadconduit.md)

Understand the core concepts and capabilities of the platform before diving in.

• Time: 5 minutes
• Level: Beginner
• Tags: beginner, conceptual, platform

[Building Your First Flow](./building-your-first-flow.md)

Create a working flow in 10 minutes. Learn the essential concepts while building something real.

• Time: 10 minutes
• Level: Beginner
• Tags: beginner, how-to, flows

[Adding Sources to Receive Leads](./adding-sources.md)

Configure sources to start receiving leads from vendors, forms, or partners.

• Time: 5 minutes
• Level: Beginner
• Tags: beginner, how-to, integrations

[Understanding Lead Submission](./understanding-submission.md)

Learn how leads flow through the system and what happens at each step.

• Time: 15 minutes
• Level: Beginner
• Tags: beginner, conceptual, data-management

[Setting Up Your First Integration](./first-integration.md)

Connect to a CRM or email system to deliver your leads.

• Time: 10 minutes
• Level: Beginner
• Tags: beginner, how-to, integrations

[Basic Troubleshooting](./basic-troubleshooting.md)

Common issues new users face and how to solve them quickly.

• Time: 5 minutes per issue
• Level: Beginner
• Tags: beginner, troubleshooting

[Support & Resources](./support-resources.md)

How to get help, training materials, and community resources.

• Time: 10 minutes
• Level: Beginner
• Tags: beginner, support, resources

📚 Learning Path

For Lead Buyers

1. Understand What is LeadConduit? to grasp the platform
2. Start with Building Your First Flow
3. Learn about Adding Sources to receive vendor leads
4. Configure Your First Integration to your CRM
5. Review Basic Troubleshooting for common issues

For Lead Sellers

1. Learn What is LeadConduit? to understand capabilities
2. Begin with Understanding Lead Submission
3. Set up Your First Integration as a source
4. Learn Basic Troubleshooting for submission issues

For Developers

1. Read What is LeadConduit? for architecture overview
2. Study Understanding Lead Submission for the technical flow
3. Review the API Reference for integration details
4. Check Basic Troubleshooting for API issues

🚀 What's Next?

After completing these guides, explore:

• Flow Management - Advanced flow configuration
• Data Management - Field configuration and validation
• Integrations - Connect more systems
• Compliance - Set up TrustedForm and consent management

💡 Pro Tips for Getting Started

Start Simple: Build a basic flow first, then add complexity. It's easier to debug a simple flow than a complex one.

Use Test Leads: Before going live, send test leads to verify your configuration works as expected.

Check Events: The Events tab shows exactly what happened to each lead - invaluable for understanding the system.

Ask for Help: Support is here to help at support@activeprospect.com

Remember: Every expert was once a beginner. Take it step by step, and you'll be managing leads like a pro in no time!