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

# Onboarding checklist

> Checklist to link X, configure settings, import leads, and verify sync before you go live.

Use this checklist after signup. Linked articles have the full steps.

## Setup

* [ ] Install the Chrome extension and [link your X account](/help/account/how-to-add-an-x-twitter-account-to-inboxapp)
* [ ] Enter your [XChat PIN](/help/getting-started-with-inboxapp/what-is-xchat-and-how-use-it-with-our-platform) if prompted
* [ ] Confirm [DM sync](/help/getting-started-with-inboxapp/how-inboxapp-syncs-your-dms-and-what-to-expect) is running
* [ ] [Personalize](/help/getting-started-with-inboxapp/personalize-inboxapp-to-your-needs) statuses, tags, currency, and snippets
* [ ] Invite teammates if needed — [Share your X inbox](/help/account/share-your-x-twitter-inbox-with-a-team-member)

## Leads

* [ ] [Create a lead list](/help/leads-management/organize/create-your-first-lead-list)
* [ ] Import via [CSV](/help/leads-management/importing/importing-leads-to-inboxapp-from-a-csv-file), [followers](/help/leads-management/importing/importing-leads-to-inboxapp-from-followers-of-an-x-twitter-account), or another source
* [ ] Apply [tags and custom fields](/help/leads-management/organize/tags-and-custom-fields)
* [ ] Understand [reachable vs unreachable](/help/leads-management/concepts/understanding-reachable-vs-unreachable-leads) filtering

## Billing

* [ ] Review [Plans and credits](/help/billing/billing-plans-and-credits) and pick Inboxapp or Pro when ready

## Campaigns (Pro)

* [ ] [Create your first campaign](/help/campaigns/build/create-your-first-campaign)
* [ ] Exclude **Contacted** if you don’t want duplicates — [Prevent duplicate messaging](/help/campaigns/limits-and-safety/how-to-prevent-messaging-leads-you-ve-already-contacted)

## Related

* [Glossary](/help/getting-started-with-inboxapp/glossary)
* [Set up your Inboxapp account](/help/getting-started-with-inboxapp/setup-your-inboxapp-account)

Still stuck? Contact support from the app.