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LeadLight is designed to keep you connected with your team and grow your Lifewave business - while helping ensure nothing get missed.

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LeadLight Workspace
Workspace

Dashboard

Your business held in one place: what needs attention, what can wait, and the next useful action.

Weekly Planner

Open actions, meetings, and tasks by due date. Work the week without losing the detail.

Today

Start here. Clear the highest-priority queues first, then use the supporting report sections when you need more context.

Training

Load, reset, repair, or delete the LeadLight Practice Pack, then complete the lesson tasks from the Weekly Planner.

How to complete the training Click Load Practice Pack to add five tagged tutorial contacts. Open Weekly Planner, select the next lesson task, follow the task details, use Coach me through this when you want guidance, then mark each lesson task done. Reset the pack to start again or delete it when training is finished.

Ask Coach

Ask for rank progress, next actions, retention risk, pack/PIB facts, or wider business coaching.

Today

Contact Coaching

Rank / Volume

Definitions

Contacts

More Filters
Contact Detail

Select a contact to edit LeadLight-managed fields.

No contact selected.

Admin Overview

Keep workspace setup, user access, imports, and match review tidy here without letting these jobs clutter the daily workflow.

Imports

Bring in source files, map custom columns, and keep source links clean.

Run Import

Choose a file, check the preview, then start the import. LeadLight will show what changed and what still needs review.

Templates
Choose a CSV, Excel, or VCF file to preview it first.

Source Resets

Reset source-system linkage without deleting the LeadLight contact record, tasks, notes, or activity history.

No reset action run yet.

Review Queue

Review suggested matches, decide what links safely, then finish approved import updates.

Recent Imports

Pending Matches

Duplicate Review

Review likely duplicate contacts and merge or ignore each pair.

Possible Duplicates

Email Templates

Manage reusable workspace outreach copy without opening a contact first.

Workspace Templates

No templates loaded yet.

Share Templates

Export a selected template or import a LeadLight template JSON file.

Template Editor

Supported placeholders {{first_name}} {{full_name}} {{email}} {{next_action}} {{rank_or_role}}
Select a template or start a new one.

Email Campaigns

Build reusable email task sequences from saved email templates. Apply them to one contact or a selected group from Contacts.

Workspace Campaigns

No campaigns loaded yet.

Share Campaigns

Export a selected campaign or import a LeadLight campaign JSON file.

Campaign Editor

Email Steps

Delay is counted in days from the first email task date selected when applying the campaign.

Select a campaign or start a new one.

Email Campaign Sends

Monitor automated campaign emails by scheduled, sent, skipped, failed, and manual-required status.

Send Queue

No sends loaded yet.
Choose refresh to load campaign send rows.

Workflow Templates

Build reusable scheduled task sequences. Users apply them from Quick Add by choosing a contact and first task date.

Workspace Workflows

No workflows loaded yet.

Share Workflows

Export a selected workflow or import a LeadLight workflow JSON file.

Workflow Editor

Scheduled Tasks

Delay is counted in days from the first task date selected in Quick Add.

Select a workflow or start a new one.

Exports

Choose source buckets and the exact fields to include.

Export Contacts

Export contacts to a CSV by choosing the fields and source filters you want.

No export run yet.

Workspace Setup

Branding, workspaces, and access control.

Plan & Usage

Plan usage is not loaded yet.

Share The Light

Referral rewards are tracked here. Wise payouts remain manually approved by platform admin.

Referral dashboard is not loaded yet.

Workspace URL

Set the short public URL for this workspace, such as /rock or /arise.

Use lowercase letters, numbers, and hyphens only.

No workspace URL update run yet.

Workspace Branding

Set the workspace name and upload a logo image that appears in the LeadLight header and homepage.

LeadLight sends from the verified Resend address. Replies go to the workspace reply-to email. Daily send limit: 200 emails.

No workspace logo uploaded yet.
No branding update run yet.

Workspace Users

Create users who can sign in to this workspace and work only with this workspace's LeadLight data.

No user action run yet.