> ## Documentation Index > Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Review RingCX lead and call settings > Understand account, import, routing, and recording controls. Open **RingCX** in [Settings → Integrations](https://attorney.dearlegal.com/dashboard/settings?tab=integrations). Coordinate configuration with the person who manages your firm's call system and intake routing. ## Review the configuration | Control | What to confirm | | - | - | | Sub-account | The intended provider account for this organization's activity. | | Import mode | The activity your firm intends to import. | | Campaign/queue filters | Which campaigns or queues should be included. | | Automatic lead sending | Whether new leads should be routed automatically under the firm's process. | | Recordings | The intended recording configuration and the records staff should expect. | | JWT setup | The authentication information requested by the configured connection method. | Connection methods can vary by environment. If OAuth is unavailable, review the authentication method offered on your setup screen with the integration owner. ## Distinguish saving from sending a lead Case intake can offer **Save** and **Save & Send to RingCentral**. A matter can also expose **Send to RingCentral**. Review the intended destination and automatic-sending configuration before using a send action. Saving an intake, routing a lead, and importing a later call are separate results. Check the relevant case and provider activity when verifying each step. ## Review imported activity Open **Records → Calls** on the intended matter. Check the call participants, time, and available recording details. If an expected call is missing, inspect filters and give the integration owner a specific example, including campaign or queue context when known. After configuration, verify the intended lead-routing and call-import results separately. A setup change alone does not confirm either outcome. RingCX account and import controls, including automatic lead sending and recording options. Related: [Integration overview](/docs/help/integrations/overview).