- Business, billing, and source details needed during setup
- Phone-number readiness, carrier registration, and SMS availability
- TrustedForm and other consent evidence for submitted leads
- Source credentials and payload expectations for lead intake
- Opt-outs, prohibited content, and compliance-sensitive workflow checks
- Terms, privacy, deletion, BAA, subprocessors, and other policy references
Where to start
- Setting up an account or number: Get Started, TrustedSetup, and Carrier Registration
- Connecting a form, partner, or internal system: Lead Sources, Sending Leads to Leadping, and Requiring TrustedForm
- Preparing SMS, calls, or automations: Compliance Overview and Forbidden Message Categories
- Looking for account, privacy, or legal terms: Terms of Service, Privacy Policy, and Subprocessors

