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.
Ask Coach
Ask for rank progress, next actions, retention risk, pack/PIB facts, or wider business coaching.
Today
Contact Coaching
Rank / Volume
Definitions
Contacts
Select a contact to edit LeadLight-managed fields.
Admin Overview
Keep workspace setup, user access, imports, and match review tidy here without letting these jobs clutter the daily workflow.
Imports
Run Import
Choose a file, check the preview, then start the import. LeadLight will show what changed and what still needs review.
Templates
Source Resets
Review Queue
Recent Imports
Pending Matches
Duplicate Review
Possible Duplicates
Email Templates
Workspace Templates
Share Templates
Template Editor
Email Campaigns
Workspace Campaigns
Share Campaigns
Campaign Editor
Email Campaign Sends
Send Queue
Workflow Templates
Workspace Workflows
Share Workflows
Workflow Editor
Exports
Export Contacts
Export contacts to a CSV by choosing the fields and source filters you want.
Workspace Setup
Plan & Usage
Share The Light
Workspace URL
Set the short public URL for this workspace, such as /rock or /arise.
Workspace Branding
Set the workspace name and upload a logo image that appears in the LeadLight header and homepage.
Workspace Users
Create users who can sign in to this workspace and work only with this workspace's LeadLight data.