Get the most out of The Light

Getting started

Setup takes a few minutes and does not need help from IT.

1. Create your workspace. Sign up with your company email address. The first account created becomes the workspace owner.
2. Invite your team. Add reps by email. Roles and permissions are applied automatically based on the seat you assign.
3. Import your customers. Upload a spreadsheet of your existing contacts, or start from an empty list and add records as you go.
4. Install the iOS app. Each rep signs in with the same credentials on their iPhone or iPad. Data syncs immediately.

If your export from another CRM has unusual column names, send us a sample and we will map the fields for you.

Leads and customers

Every person or business you sell to lives on one record: contact details, address, the stage they are in, and the full history of what has happened.

• Stages and statuses track where a deal sits. Move a record forward as it progresses so the pipeline stays honest.
• Contact history collects calls, messages, visits, and notes in one timeline, so anyone picking up the account has the context.
• Follow-up reminders fire on the date you set. The most common reason a deal dies is silence, and this is the fix.
• Comments let teammates leave internal notes on a record without emailing the customer.

Team chat

Chat is built in so deal conversations do not scatter across text messages and email. Start a direct message with any teammate, or a group thread for a territory or crew. Push notifications reach reps in the field, and unread counts show what still needs an answer.

Team chat is included on Professional and Enterprise plans.

Maps and routes

The map is the fastest way to see a territory. Customer addresses are plotted automatically from the record.

• Navigate to a customer with turn-by-turn directions, without retyping the address.
• Plan a multi-stop route for the day so reps are not criss-crossing the same streets.
• Geofence check-ins log a visit automatically when a rep arrives, which keeps activity records accurate without manual data entry.

If the map shows no location, confirm the app has Location permission in iOS Settings and that the customer record has a complete street address.

Calendar and scheduling

Book an appointment straight from a customer record. Events sync to the iOS Calendar, so they appear alongside everything else on the rep's phone, and reminders fire before the meeting. Past meetings stay attached to the record as history.

Analytics and reporting

The dashboard answers the questions managers actually ask: how much is in the pipeline, what closed this month, and which reps are converting.

• Pipeline and revenue charts show value by stage over time.
• Per-rep leaderboards compare activity and closes across the team.
• Exportable reports hand off to a spreadsheet when you need to share numbers outside the app.

Analytics is included on Professional and Enterprise plans.

Account and billing

Plans are billed per user per month, and annual billing saves 20%. You can change plans or add seats at any time; adding a seat takes effect immediately. To cancel, contact us and the workspace stays available until the end of the paid period. Your records can be exported at any point — there is no lock-in.

Troubleshooting

• Sign-in fails. Confirm you are using the company email the workspace owner invited. Password resets are sent to that address.
• Data looks out of date. The app syncs on reconnect. Pull to refresh, and confirm the device has a working connection.
• Notifications are not arriving. Check that Notifications are enabled for The Light in iOS Settings, and that Focus modes are not silencing them.
• A customer is missing from the map. Records need a complete street address to be geocoded. Open the record and fill in the address fields.

Still stuck? Email eunitedws@gmail.com and we will get back to you within one business day.