# Getting started

> Set up your US workspace, tracking number, receiving phone, and first call review with practical verification steps.

Canonical page: https://getleadsource.io/docs/getting-started/

Lead Source documentation

## Getting started

Set up your US workspace, tracking number, receiving phone, and first call review with practical verification steps.

Documentation

[Overview](https://getleadsource.io/docs/)
[Getting started](https://getleadsource.io/docs/getting-started/)[Tracking numbers](https://getleadsource.io/docs/tracking-numbers/)[Call routing setup](https://getleadsource.io/docs/call-routing/)[Website number swapping](https://getleadsource.io/docs/website-attribution/)[Call review and reporting](https://getleadsource.io/docs/call-review/)[Send events to another tool](https://getleadsource.io/docs/webhooks/)[API access](https://getleadsource.io/docs/api/)[Publisher ping and handoff](https://getleadsource.io/docs/publisher-ping-post/)[A pay-per-call example](https://getleadsource.io/docs/pay-per-call-workflow/)[An agency reporting example](https://getleadsource.io/docs/agency-reporting-example/)[Troubleshooting](https://getleadsource.io/docs/support/)

Reviewed October 15, 2026

### Start with the right account

These steps describe the current application workflow. Available actions depend on your role, account setup, and enabled services. The sample preview is read-only and uses fictional data.

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#### Choose your workspace

Sign in and select the business or client account you intend to manage. Check the account name before buying numbers or changing routes.

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#### Choose the type of campaign

Use Tracking campaigns for marketing attribution. Use Pay per call campaigns only when buying or selling calls is part of the workflow.

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#### Invite your team deliberately

Give each person only the access they need. Check client access from the client account before sharing it.

### Connect the first call

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#### Choose a US tracking number

Open Phone numbers, review availability and the charge shown, then confirm the purchase. Do not replace an established public number until you have tested the new route.

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#### Choose the phone that rings

Set the receiving US phone number and the route. Check business hours and the fallback when nobody answers.

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#### Make an intentional test

Use the application’s test-call option when available. A live call or number purchase can carry charges. Confirm the source, receiving phone, and outcome in Calls.

[Number setup](https://getleadsource.io/docs/tracking-numbers/)[Receiving routes](https://getleadsource.io/docs/call-routing/)

### Before you publish a number

Check the phone link on a mobile device, the campaign attribution, and the no-answer path. Recording and texting require their own settings and permissions. Keep an existing working number available until the replacement is verified.

[Website number swapping](https://getleadsource.io/docs/website-attribution/)[Review and export](https://getleadsource.io/docs/call-review/)

[Explore the walkthrough](https://getleadsource.io/demo/)[Review product availability](https://getleadsource.io/integrations/)