> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.lineagecrm.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting Started with Lineage

# Getting Started with Lineage

> Welcome to Lineage, the CRM built for life insurance agents. This quick walkthrough gives you a tour of the platform so you know where everything lives before you start dialing.

## Video walkthrough

${frame}[](https://www.youtube.com/embed/0EX2TXw8tWo)

## What this covers

The video walks you through the main areas of Lineage:

* **Leads and the Map** — where your leads live, and how to filter them by status, age, time zone, and more.
* **Calendar** — appointments, two-way Google Calendar sync, and setting when your week starts.
* **Policies** — tracking the policies you write and their statuses.
* **Messages** — your texting inbox, which turns on once your texting registration is approved.
* **Settings** — adding a caller, buying phone numbers, registering for texting, call recording and retention, your lead statuses and sources, carriers, and billing.

## Need help?

* Browse the rest of our [knowledge base](https://help.lineagecrm.com/en/) for step-by-step guides on each of these areas.
* Use the chat widget in the bottom-right corner of any Lineage page to reach our team.
* Or email us anytime at [support@lineagecrm.com](mailto:support@lineagecrm.com).