Resources
Guides, documentation, and product updates for Lumenbase.
Guides & Task Bundles
Step-by-step workflows: list segmentation, automations, funnel setup.
Browse guidesPopular guides
Getting Started
Workspace setup, first contacts, and funnel structure.
Smart Lists
Segment contacts with filters and Codexes.
Funnel Flow
Lists to Leads to Deals to Accounts in practice.
Automations
Common patterns for tasks and follow-ups.
Email Integration
Connect Gmail or Microsoft 365.
Data Import
CSV import and migration from other CRMs.
Recent updates
Delivery dates now match your local calendar day
Fixed- Bench, timesheet, utilization and capacity dates in Delivery now use your local calendar day, not UTC
Pipeline board and deals list
Fixed- The pipeline board defaults to open deals, with one click to reveal closed ones.
- The deals list shows every deal by default. The account switcher is gone.
- Deal counts and pagination past page one are accurate again.
The app shows failures instead of hiding them
Improved- Batch jobs, notices and financial summaries no longer look empty when a request actually failed.
- Task lists and data quality scores show a clear error instead of a false empty or perfect result.
- Two factor enforcement and admin access no longer disappear after a single failed check.
Security and access hardening
Improved- Integration credentials now live in managed secret storage.
- Seat permissions enforced consistently across the app and its APIs.
- Stricter validation when connecting integrations and resetting passwords.
Faster sign-in and record history
Improved- Less code on the critical path, so the workspace opens sooner after login.
- Activity history and record counts return faster on large workspaces.