Customizing your CRM data model

Lightfield automatically builds your CRM by turning every email, meeting, and note into structured records.

You can customize this data model to fit how your team sells — adding new fields, editing existing ones, and defining how AI keeps them up to date.

This guide will help you:

• Add and edit custom fields for accounts, contacts, and opportunities

• Use AI-filled fields to automatically capture key information

• Adjust your opportunity stages to match your sales motion

Core CRM records in Lightfield

Lightfield organizes your customer data into three main record types:

• Accounts: the companies or organizations you interact with

• Contacts: the individual people at those companies

• Opportunities: records of potential or actual deals with a customer, including those in progress, won, lost, or churned. Opportunities track the full lifecycle of your customer relationships and help you understand how your pipeline evolves over time.

When Selective or Always is enabled under Account & contact creation, accounts and contacts are generated automatically based on your connected email and calendar activity.

Opportunities, however, are not auto-created. You can create them manually or through chat. Lightfield also suggests stage changes when it detects buying intent or deal movement.

Customize your fields

Go to Settings → Data model to view and edit your CRM structure.

Here, you’ll see the core CRM record types: Accounts, Contacts, and Opportunities.

You can:

• Add new fields for information that matters to your business (e.g., ARR, ICP tier, funding stage, tech stack)

• Edit or archive existing fields that don’t fit your workflow

• Enable AI-filled fields to let Lightfield keep data up to date automatically (see below)

Use AI-filled fields

For any field, you can choose to let Lightfield automatically capture relevant information from your emails and meetings. Toggle AI Fill on, add a short description or prompt (e.g., “What CRM is this company currently using?”), and Lightfield will begin identifying and suggesting updates for that field.

AI-filled fields can:

• Surface suggested updates based on new context from emails or meetings

• Help you keep CRM data fresh by reviewing and accepting updates directly in Lightfield

• Be refined anytime if your tracking priorities change

This allows you to evolve your CRM as your business evolves. No rigid schema or re-implementation required.

Customize your opportunity stages

Lightfield includes a default set of stages, but you can edit them to match your team’s sales process.

Go to Settings → Opportunities to review and adjust them.

1. Review the existing stages

2. Add or rename stages to fit your motion

3. Assign colors or icons for quick visibility

Common Questions