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

Texting workflows

• Using 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

• Creating 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 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 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 qualityFeatured

• How to get an EIN

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

Tech Troubleshooting

• My sound is not working when calling leads

  What's happening When calling from Lineage CRM, you can hear the person on the other end of the line, but they can't hear you. Your microphone is working fine in other chat softwares such as Zoom. Work through the following steps in order, testing between each step 1. Unplug external microphone If you are using an external microphone, unplug everything (USB mic, headset, Bluetooth earbuds, etc.) and turn Bluetooth off entirely. Then quit and reopen the browser to force a re-scan oFew readers