---
title: "List client onboarding progress"
method: GET
path: "/firm/crm/onboarding"
tags: ["CRM"]
---

# List client onboarding progress

`GET /firm/crm/onboarding`

## Request

- Base URL: `https://ledgerhq.pro/api/v1`
- URL: `https://ledgerhq.pro/api/v1/firm/crm/onboarding`
- Auth: one of:
  - HTTP bearer and API key in header `x-organization-id`
  - HTTP bearer and API key in header `x-organization-id`

## Query parameters

- `group` 'attention' | 'progress' | 'finished' | 'dropped'

## Response `200`

Rows with business, contact, package and monthly price, plain-language stage, completed steps, attention flag, group, startedAt, and lastActivityAt, plus counts per group. Company-linked rows respect staff company access.

## Other responses

- `default`: Error response

---

[API](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api.md) · [All operations](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/llms.txt) · [OpenAPI document](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/revisions/9a8269f0a586?raw)