Getting Started

• Getting Started with Lineage

  Lineage overview, the 5 setup steps, ~25 min from signup to first dialFeatured

• How do I set up my phone numbers in Lineage?

  Pick your dialing numbers, set your callback number — foundation for callingFeatured

• How do I complete my profile?

  Name, contact, timezone (this one matters most) — 2 min setupFew readers

Lead management

• How do I upload my leads?

  Upload Your Leads Your Lineage account starts out empty. This walkthrough shows you how to get your leads in, from a CSV file, with automatic field detection and duplicate checking along the way. Video walkthrough What this covers Ways to add leads — upload a CSV file, forward leads to leads@lineagecrm.com, or bring in a template. Automatic column detection — Lineage recognizes the fields in your file and pulls themFeatured

• How do I make my first call?

  Full dialer walkthrough: pick a From number, click Call, log the outcomeFeatured

• How do I auto-import leads from email?

  Forward your lead notification emails to Lineage — Gmail filter steps insideSome readers

• How to export leads from Opt

  Step-by-step OPT export, formatted for upload to LineageFew readers

Phone numbers & 10DLC

• Phone number reputation: warming up, spam flags, and best practices

  Carrier flags, warming new numbers, when to rotate — for ongoing call qualityFeatured

• How to get an EIN

  Free, 15 minutes at IRS.gov — required for 10DLC text registrationSome readers

• How do I add my numbers to Spam Hammer?

  Required after Lineage phone setup — protects your call connect rateFew readers