Documentation
Learn Lightng CRM
Short pages that answer one question each. New here? Start with Getting started, or take the guided tour and see the board for yourself.
Prefer to be shown? Take the guided tour.
Three minutes on a sample board, with no account needed. It is the same tour that runs inside the app, where you can replay it from Help in the top bar.
Getting started
Working in the CRM
Boards, groups and columnsHow a board is organised, and how to add, rename, retype, freeze, hide and reorder columns.
Working in the tableAdding rows, editing cells, pasting from a spreadsheet, filling down and undoing.
Keyboard shortcutsEvery key the table, search and the guided tour respond to.
RecordsThe record panel: every field, notes, tasks, emails, history, scheduling and shareable links.
PipelineThe board as cards in stage lanes: drag to move a deal, click to open it, type to add one.
Search, filters and saved viewsFind rows by any value, narrow by any column, hide columns and save the setup as a view.
Bulk actionsSelect many rows and update a field, email, convert, move, duplicate, export, archive or delete them together.
Importing and capturing contactsCSV import, scanning a business card with your phone, and capturing people from LinkedIn.
Archive and restoreTake rows off a board without losing them, find them again, and bring them back.
Selling
EmailConnect your own mailbox, write to one person or many with merge fields, and read the results.
NotesA private notebook inside the CRM for call scripts, meeting notes and drafts, with folders, pins and search.
Calendar, tasks and notificationsMeetings and tasks on one calendar, and the reminders that come with them.
Reports and dashboardThe sales report on every board, the Sales Dashboard and the email report.
AI assistant and lead agentsAsk Shelly to find, add and change records in plain English, and let agents find new leads.