Getting started
Getting started
Lightng CRM is a set of boards (Contacts, Leads, Deals and more) that you edit like a spreadsheet and work like a pipeline. These six steps take you from a new account to a pipeline your team can use.
See it instead of reading it. The CRM board: a 3-minute guided tour on a sample board.
1. Create your account and workspace
Sign up at /signup. You will be asked to name your workspace, usually your company's name. A workspace holds all your boards, records and settings. It comes with seven boards ready to use: Contacts, Leads, Deals, Accounts, Client Projects, Products & Services and Activities. They start empty.
2. Take the two-minute tour
The first time you sign in, a short guided tour offers to show you around. Take it: it points at the real buttons on your real board. You can replay it, or take the other tours, any time from Help at the top right of the app.
3. Get your records in
- Type them: click New at the top left of a board, type a name and press Enter. See Working in the table.
- Paste them: copy a block of cells from Excel or Google Sheets, click a cell on the board and paste.
- Import a CSV: click Import at the top right of a board. See Importing and capturing contacts.
4. Shape the board to your process
Rename the stages on the Status column, add the columns you track and hide the ones you don't. Nothing is fixed. See Boards, groups and columns.
5. Connect your mailbox
On Professional, go to Settings → Email and connect the mailbox you send from, so you can email contacts from their record or in bulk. See Email.
6. Invite your team
Go to Settings → Team, or click Invite on any board. Each person gets their own login. See Team and workspaces.
Stuck at any point? Troubleshooting covers the questions people ask most.