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Start by importing your existing contacts and companies, then set up your email integration. Our Introduction guide walks you through the complete onboarding process step by step.

Yes! Lumenbase supports CSV and Excel imports with intelligent field mapping. You can import contacts, companies, deals, and more. Our import wizard handles duplicate detection automatically.

Navigate to Settings → Personal → My integrations and click Connect for Gmail or Outlook. You'll authorize via OAuth and can configure sync settings including which folders to sync and privacy preferences.

Lumenbase uses a four-phase customer lifecycle: Lead Scouting (track early-stage contacts in Lists, no built-in prospecting), Leads (nurture through customizable stages), Deals (manage active opportunities in your pipeline), and Accounts (retain and grow customers with Company Bands and health tracking). Outreach runs in tools you connect or via 1:1 Communication.

Absolutely! Open Automations in the sidebar to create workflows triggered by events like deal creation, field changes, or schedules. You can automatically create tasks, send notifications, update records, and more.

Yes. You can generate API keys in Settings → Workspace → Integrations. Our API supports pushing data from external systems like web forms, marketing tools, and custom applications. See the API Reference at /api for full documentation.

Lumenbase calculates forecasts based on your pipeline deals, using configurable probability models. You can choose between stage-based, AI-powered, or custom probability settings.

LumenScore is a lead quality score (0-100) based on engagement, fit criteria, and behavioral signals. Higher scores indicate leads more likely to convert. Check the Introduction guide for full details.

Connect your source CRM under Integrations, then open System Operations → Data Hub → Migrate. The wizard scans your org, lets you choose which records to bring, then imports them in the background. A very large workspace is paced: smaller record types land first and the largest arrive gradually after. See the CRM workspace migration wizard article for details.

On the contact or company timeline, using the LinkedIn filter. Activity arrives for contacts on lists whose Routine has LinkedIn activity monitoring enabled, plus an active browser extension. The standalone LinkedIn Monitor page and its dashboard module are retired. See LinkedIn Activity, My Connections, and Added Profiles in the Help Center.

Workspace admins open Settings → Workspace → Billing. Compare plans, adjust seats, and manage payment methods there. See the Plans, Billing, and Subscriptions article for details.

Go to Settings → Workspace → Users and send an invite with the appropriate role. See Invite Users, Roles, and Permissions for the full breakdown.

Yes. Click any point, bar, or slice and the rows that build that value open in a drill-down. If nothing opens, no records produced it, which is usually the real finding.

Only what you share. Each conversation is private, restricted to named people, or visible to the whole workspace. A conversation with nothing set follows your per-channel default, so set that in Settings → Personal → My integrations before connecting a personal mailbox.

The company becomes eligible for Accounts. On the Delivery plan the won deal also appears on Handoffs, where the linked contract, sold roles, dates, and margin target carry into an engagement.

Yes. Open Settings > Workspace > Integrations > Website tracking. Add your website domain, choose consent mode, copy the site tag, and enable collection. Visitors shows sessions; forms run the lead journey.

When an invoice from a company they referred is paid. The chain is partner, agreement, attributed deal, paid invoice. A missing link anywhere means no accrual, so check the deal's Source & Referral panel first.