Getting started with Lightfield

Welcome to Lightfield, the AI-native CRM that self-assembles and takes action for you.

In just a few minutes, Lightfield connects to your everyday tools, builds your CRM automatically, and starts helping you follow up, analyze, and take next steps, without a single spreadsheet or data-entry session.

This guide will help you:

• Create your workspace

• Connect your email and calendar

• Configure visibility and auto-creation settings

• Invite teammates and start exploring

How it works

1. Sign up and create your workspace

Getting started is fully self-serve. The onboarding flow walks you through workspace creation, data connection, and visibility settings step-by-step.

To sign up:

1. Go to crm.lightfield.app/signup

2. Sign in with your Google Workspace account (Microsoft 365 support will come soon)

3. Confirm your email via the magic link

4. Fill out your profile (name, role, company, size)

5. Name your workspace. Lightfield automatically generates a unique workspace URL

2. Connect your mail and calendar

Once your workspace is created, you’ll be prompted to connect your mail and calendar.

Lightfield uses these integrations to self-assemble your CRM - turning every email, meeting, and contact into structured records.

During onboarding:

• Choose the email address you want to connect

• Grant permission so Lightfield can securely sync contacts, emails, and meetings

Related article:📄 Syncing additional mail and calendar accounts

3. Configure visibility and record creation

After connecting, you’ll see controls for how Lightfield syncs and shares information.

Visibility settings - control what teammates can view:

• Full access: teammates can see shared meeting summaries, transcripts, and email context

• Metadata only: teammates see participants and timestamps but not content

Record creation settings - choose how Lightfield creates records automatically:

• Disabled: no records are created automatically

• Selective: records are created only from emails you send or receive, and meetings you personally organize or attend

• Always: records are created from all emails and meetings connected to your inbox

Do not track - exclude domains or addresses you don’t want synced (e.g., personal emails)

Related article:📄 Understanding how Lightfield captures data

4. Explore your workspace

Once setup completes, Lightfield begins populating your CRM in real time (if record creation is enabled). If you chose to keep record creation disabled, your workspace will still sync your data in the background, but you’ll need to create records manually or turn on auto-creation later.

Use the sidebar to navigate:

• Accounts - company-level records built automatically from your communications

• Contacts - people synced from connected mail and meetings

• Opportunities - pipeline, needs to be created by users

• Chat - ask Lightfield things like “What’s the latest with Acme?” or “Draft a follow-up from yesterday’s demo.”

5. Invite your teammates

Lightfield works even better when your whole team connects - creating a unified, auto-updating CRM.

To invite teammates:

1. Go to Settings → Members → Invite via email

2. Enter their work emails

3. Assign roles (Admin or Member)

Lightfield currently supports two roles for workspace users: admins and members.

• Admins can customize your data model, edit opportunity stages, and invite new members.

• Members can view and contribute but can’t change workspace-wide settings.

6. What happens next

Now that your workspace is live and syncing, here’s how to get the most out of Lightfield.

Personalize your setup

Help Lightfield understand your business so its insights and actions reflect your real context.

You can:

• Add company knowledge - describe what you sell, who you serve, and your tone of communication

• Customize your data model - add or edit fields that matter to you (e.g., ARR, ICP tier, tech stack)

• Customize your opportunity stages - align them with your team’s sales motion

Explore Lightfield in action

Start exploring the core features that make Lightfield self-assembling and proactive.

You can:

• Review your first meeting prep and summary - see transcripts, next steps, and suggested updates

• Ask Lightfield questions in chat - e.g., “What’s the latest with Lightfield?” or “Draft a follow-up from yesterday’s demo.”

• Create tasks and follow-ups directly from meetings or opportunities

• Share context with your team to stay aligned and move faster

Related articles:

📄 Giving Lightfield context about your business

📄 Customizing your CRM data model

Common Questions