Understanding Accounts, Contacts, and Opportunities in Lightfield
Last updated: June 9, 2026
Understanding how Accounts, Contacts, and Opportunities work together is essential for effectively managing your sales pipeline in Lightfield.
This guide will help you:
Understand the relationship between Accounts, Contacts, and Opportunities
Learn when and how to create Opportunities
Set up your sales pipeline effectively
How Accounts, Contacts, and Opportunities Work Together
Lightfield automatically creates Accounts and Contacts based on your email and calendar interactions:
Accounts represent companies or organizations you've interacted with externally. These are tracked automatically when you communicate with people from those organizations.
Contacts are individual people within those accounts. Like accounts, these are populated automatically when you email or meet with them.
Opportunities represent active commercial discussions or deals you're working on. Unlike Accounts and Contacts, Opportunities are not created automatically because everyone thinks about them differently.
Opportunities are not created automatically from email activity. You can create them manually, via Chat, or automatically using Workflows — for example, when a new meeting is booked. See [How to Auto-Create Opportunities with Workflows] for setup instructions.
Creating and Managing Opportunities
When you create an Opportunity from the Opportunities tab, you'll need to:
Select which Account to associate it with
Give the Opportunity a descriptive name (e.g., "New Business Opportunity", "Expansion Deal", "Renewal")
Once you create Opportunities, your kanban board will populate and make sense. You can track different fields and move opportunities through various stages of your sales process.
If you want to automate Opportunity creation based on specific criteria (like when a meeting is booked), you can set up conditional logic in the workflow builder.
Reordering Opportunity Stage Columns
The order of columns in the Opportunities pipeline (kanban) view cannot be changed directly from that view. This is by design — the kanban layout depends on a fixed, ordered list of stages to display correctly.
To reorder your opportunity stages, go to:
Settings → Opportunity stages
From there you can drag and rearrange the stages in whatever order you'd like. The pipeline view will reflect the updated order automatically.
Common Questions
Why is my Opportunities board blank even though I have Accounts and Contacts?
Opportunities aren't created automatically in the default Lightfield setup. You need to manually create them for each active deal or commercial discussion you're working on, or set up an automation. See [How to Auto-Create Opportunities with Workflows] for setup instructions.
Should I create an Account, Contact, or Opportunity first?
Accounts and Contacts are typically created automatically when you interact with people via email or calendar. When you have an active commercial discussion, then create an Opportunity and associate it with the relevant Account.
Can I set up automatic Opportunity creation?
Yes, you can create conditional logic in the workflow builder to automatically create Opportunities based on specific criteria, such as when a meeting is booked or certain keywords are mentioned.