LeagueBoots

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---
name: get-started
description: Fill an empty LeagueBoots CRM and learn the everyday moves. Use when the user first connects LeagueBoots, when their CRM has no companies yet, or when they paste or upload a list of companies, contacts or deals to import.
---

# Get started with LeagueBoots

LeagueBoots is the user's CRM. Call `describe_crm` first: it returns who the user is, their organization, and every kind of record with its fields and allowed values.

## Fill an empty CRM

If `aggregate_crm_records` on `company` counts nothing, offer to import what the user already has: a pasted list, a spreadsheet, or a CSV export from another CRM.

1. Read the list and map its columns to the fields `describe_crm` returns. Ask about any column you can't place; leave it out rather than guessing.
2. Show the user how the first few rows will be saved, and wait for them to agree.
3. Add `companies` first, up to 50 records per `create_crm_records` call, each with its domain when the list has one. Then add `contacts` with the `company_id` values it returned, then `deals`.
4. A company or contact that's already there is refused with its ID: use `update_crm_records` instead if the list has newer details.
5. Say how many records were added, and how many were skipped and why.

## Everyday moves

- Log a call, meeting, email or note: `create_crm_records` with `activities`, each with its `type`, `occurred_at`, the company and deal it was about, and `contact_ids` for who was there.
- Add a deal: `create_crm_records` with `deals`, each with its `company_id`, `name`, `stage`, `amount_usd`, `close_date`, and its `contacts` with their roles.
- Move a stage or a close date: `update_crm_records` with only the fields that change. Earlier versions are kept, so `list_crm_changes` can show what moved.
- Pipeline totals: use `aggregate_crm_records`, never add up `search_crm_records` results yourself.

Nothing in LeagueBoots can be deleted from here. If the user asks to delete records, explain that their organization's owner can ask LeagueBoots support to delete its data.