Getting Started
Getting Started with Lineage
Lineage overview, the 5 setup steps, ~25 min from signup to first dialFeaturedHow do I set up my phone numbers in Lineage?
Pick your dialing numbers, set your callback number — foundation for callingFeaturedCustomizing your Leads page: columns and saved filters
Choose which columns show on your Leads page, put them in the order you work, and save your filters and columns together as a view you can switch to in one click.Few readersHow do I complete my profile?
Name, contact, timezone (this one matters most) — 2 min setupFew readers
Texting
How do I apply for texting?
Before you can text a lead, your business has to be registered with the mobile carriers. It's an industry requirement called 10DLC, and every company that sends business texts goes through it. You fill in one form. We submit it and handle the back and forth with the carriers, and they decide. Most rejections come down to one of two things: the wrong tax number, or a business name that doesn't match the paperwork. Both are avoidable. Start the application Click Messages in the sFew readersCreating texting workflows
Texting workflows send text messages to your leads automatically: you define a sequence once (the trigger, the messages, the delays) and Lineage runs it for every matching lead. This guide covers everything about building one, from a blank page or a template, through every setting, to turning it on. Already have workflows running? Using texting workflows covers enrollments, reading workflow activity on a lead, and troubleshooting. The words you will see Workflow: the definition yoFew readersUsing texting workflows
This guide covers the day-to-day operations of your active workflow: how leads enter, enrolling leads by hand, seeing exactly what a workflow sent on the lead's page, understanding when and why texts go out (or do not), and a troubleshooting checklist for when something looks wrong. Still building? Start with Creating texting workflows. Active means running, Draft means off The badge next to the workflow's name is the single source of truth. Active workflows enroll leads and send teFew 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 themFeaturedHow do I make my first call?
Full dialer walkthrough: pick a From number, click Call, log the outcomeFeaturedHow do I auto-import leads from email?
Forward your lead notification emails to Lineage — Gmail filter steps insidePopularHow to export leads from Opt
Step-by-step OPT export, formatted for upload to LineageSome 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 qualityFeaturedGet more conversations: leave a voicemail and stay on the line
Your lead is more likely to talk to you later if you leave a voicemail today. Hanging up the moment their voicemail picks up, or calling the same lead over and over, gets you fewer real conversations. Call like a doctor's office Imagine you work at a doctor's office and you're calling a patient with their test results. They're expecting your call. You don't call 15 times in a row and hang up every time their voicemail answers. You call once. You leave a message saying who you are and whyFew readersHow to get an EIN
Free, 15 minutes at IRS.gov — required for 10DLC text registrationPopular