---
title: "unLocked CRM Help Center"
url: https://unlockedcrm.ai/help
canonical: https://unlockedcrm.ai/help
updated: 2026-08-31
---

# unLocked CRM Help Center

## [Getting Started](https://unlockedcrm.ai/help/getting-started.md)

Create your account, import your book, and get your first workflows live.

- [How do I set up my unLocked CRM account?](https://unlockedcrm.ai/help/getting-started/how-do-i-set-up-my-unlocked-crm-account.md)
- [How do I import my existing contacts?](https://unlockedcrm.ai/help/getting-started/how-do-i-import-my-existing-contacts.md)
- [How do I invite my team and set permissions?](https://unlockedcrm.ai/help/getting-started/how-do-i-invite-my-team-and-set-permissions.md)

## [Leads & Pipelines](https://unlockedcrm.ai/help/leads-pipelines.md)

Import leads, build pipelines, score contacts, and route opportunities.

- [How do I build a pipeline for Medicare leads?](https://unlockedcrm.ai/help/leads-pipelines/how-do-i-build-a-pipeline-for-medicare-leads.md)
- [How does AI lead scoring work?](https://unlockedcrm.ai/help/leads-pipelines/how-does-ai-lead-scoring-work.md)
- [How do I route leads to the right producer?](https://unlockedcrm.ai/help/leads-pipelines/how-do-i-route-leads-to-the-right-producer.md)

## [Calling & Texting](https://unlockedcrm.ai/help/calling-texting.md)

Phone numbers, power dialer, SMS compliance, and A2P 10DLC registration.

- [How do I connect a phone number?](https://unlockedcrm.ai/help/calling-texting/how-do-i-connect-a-phone-number.md)
- [How do I register for A2P 10DLC?](https://unlockedcrm.ai/help/calling-texting/how-do-i-register-for-a2p-10dlc.md)
- [How do I use the power dialer?](https://unlockedcrm.ai/help/calling-texting/how-do-i-use-the-power-dialer.md)

## [unLocked AI](https://unlockedcrm.ai/help/unlocked-ai.md)

AI agents, voice, summaries, and prompts built on insurance data.

- [What can unLocked AI do inside the CRM?](https://unlockedcrm.ai/help/unlocked-ai/what-can-unlocked-ai-do-inside-the-crm.md)
- [How do I use AI voice agents for outbound calls?](https://unlockedcrm.ai/help/unlocked-ai/how-do-i-use-ai-voice-agents-for-outbound-calls.md)
- [How do I build an automation from a plain-english prompt?](https://unlockedcrm.ai/help/unlocked-ai/how-do-i-build-an-automation-from-a-plain-english-prompt.md)

## [Quoting & E-Apps](https://unlockedcrm.ai/help/quoting-eapps.md)

Run quotes across carriers and submit e-applications from one screen.

- [How do I run a quote across multiple carriers?](https://unlockedcrm.ai/help/quoting-eapps/how-do-i-run-a-quote-across-multiple-carriers.md)
- [How do I submit an e-application to a carrier?](https://unlockedcrm.ai/help/quoting-eapps/how-do-i-submit-an-e-application-to-a-carrier.md)
- [How do I collect a scope of appointment remotely?](https://unlockedcrm.ai/help/quoting-eapps/how-do-i-collect-a-scope-of-appointment-remotely.md)

## [Commissions](https://unlockedcrm.ai/help/commissions.md)

Statement ingestion, carrier reconciliation, downline overrides, and payouts.

- [How do I track my Medicare commissions?](https://unlockedcrm.ai/help/commissions/how-do-i-track-my-medicare-commissions.md)
- [How do I reconcile a carrier statement?](https://unlockedcrm.ai/help/commissions/how-do-i-reconcile-a-carrier-statement.md)
- [How do I calculate downline overrides?](https://unlockedcrm.ai/help/commissions/how-do-i-calculate-downline-overrides.md)

## [Automations & Workflows](https://unlockedcrm.ai/help/automations-workflows.md)

Triggers, conditions, delays, and campaigns that run follow-up for you.

- [How do I set up an ACA lead follow-up automation?](https://unlockedcrm.ai/help/automations-workflows/how-do-i-set-up-an-aca-lead-follow-up-automation.md)
- [How do I automate policy renewal reminders?](https://unlockedcrm.ai/help/automations-workflows/how-do-i-automate-policy-renewal-reminders.md)
- [How do I stay TCPA compliant when texting clients?](https://unlockedcrm.ai/help/automations-workflows/how-do-i-stay-tcpa-compliant-when-texting-clients.md)

## [Integrations](https://unlockedcrm.ai/help/integrations.md)

Carriers, HealthSherpa, lead vendors, calendars, and the public API.

- [How do I connect HealthSherpa?](https://unlockedcrm.ai/help/integrations/how-do-i-connect-healthsherpa.md)
- [How do I connect a lead vendor via webhook?](https://unlockedcrm.ai/help/integrations/how-do-i-connect-a-lead-vendor-via-webhook.md)
- [How do I use the API?](https://unlockedcrm.ai/help/integrations/how-do-i-use-the-api.md)

## [Billing & Account](https://unlockedcrm.ai/help/billing-account.md)

Plans, trials, seats, invoices, cancellation, and user permissions.

- [How does the free trial work?](https://unlockedcrm.ai/help/billing-account/how-does-the-free-trial-work.md)
- [How do I add or remove seats?](https://unlockedcrm.ai/help/billing-account/how-do-i-add-or-remove-seats.md)
- [How do I cancel my subscription?](https://unlockedcrm.ai/help/billing-account/how-do-i-cancel-my-subscription.md)