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Everything you need to get started with TruLine and master your sales process.
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Find guides and resources organized by topic
Getting Started
Set up your account, import leads, and get your team onboarded quickly.
- Quick Start Guide
- Account Setup
- Importing Your First Leads
Lead Management
Learn how to capture, organize, and prioritize your leads effectively.
- Adding Leads Manually
- Lead Sources & Tracking
- Lead Statuses & Pipeline
Call Coaching
Master AI-powered call coaching to close more deals on every call.
- How AI Coaching Works
- Using Live Call Scripts
- Understanding Suggestions
Integrations
Connect TruLine with Facebook, Google Ads, CallRail, Zapier, and more.
- Facebook Lead Ads
- Google Ads Integration
- CallRail Phone Tracking
Analytics & Reports
Track performance, measure response times, and optimize your sales process.
- Dashboard Overview
- Response Time Metrics
- Conversion Reports
Billing & Account
Manage your subscription, billing, team members, and account settings.
- Subscription Plans
- Billing & Invoices
- Adding Team Members
API Reference
Developer documentation for building custom integrations with TruLine.
- Authentication
- REST API Endpoints
- Webhooks
Quick Links
Additional resources to help you succeed
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