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Sign in to LeadLight and keep the next right action in view.

LeadLight Workspace
Workspace

Today

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

Comp Plan Coach

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

Coaching: My Business

Rank Progress

Next Best Action

Volume / TDV

Retention / Packs

Contacts

More Filters

Tags

No contacts selected.
Create a tag or select contacts to apply one.
Contact Detail

Select a contact to edit CRM-owned 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 source, map any custom file columns, review a sample, then run the import.

Choose a CSV or Excel file to preview it first.

          


          

            
Source Resets

            

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

            

              

                
              

              

                
              

              
No reset action run yet.

            

          

        

        


        

        

          

            
Review Queue

            
Recent runs and anything still waiting for a decision.

          

        


        

          

            

              
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.

          


          

            

              
Template Editor

              
            

            
            

              
              

                
                
              

              
              
              

                Supported placeholders
                {{first_name}}
                {{full_name}}
                {{email}}
                {{next_action}}
                {{rank_or_role}}
              

              

                
                
                
                
              

            

            
            
Select a template or start a new one.

          

        

        


        

        

          

            
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.

          


          

            

              
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 CRM header and homepage.
            

            

              

                
                
                
                
              

              
CRM sends from the verified Resend address. Replies go to the workspace reply-to email. Daily send limit: 50 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 CRM data.
            

            

              

                
                
                
                
              

              

                
              

            

            

              

                
                
              

              

                
              

            

            
No user action run yet.