Account
Confirm the account is ready:
- Subscription is active.
- Wallet has funds if phone features are needed.
- Business profile is complete.
- Support email works.
- Team members have the correct access.
Website
Confirm public pages are ready:
- Main domain loads.
- Forms submit successfully.
- Privacy and terms links work.
- Confirmation messages are clear.
- The public business name matches the account and Trust Center details.
Phone and SMS
Confirm phone setup:
- Phone number is purchased or connected.
- Trust Center business details are accurate.
- SMS opt-in is optional.
- STOP and HELP disclosures are visible where SMS consent is collected.
- SMS is not used until the required approvals are complete.
Final rule
Public pages should work before they are submitted for review. Always open the reviewer-facing URL and test the form yourself.
Final test
Submit a real test lead from the public page. Confirm the contact, inbox item, pipeline state, appointment path, and next action inside LeedAgent.