Stack-Light

CRM Setup

Welcome! Create your admin account to get started. Sign-in is via Google, so use the Google account you'll log in with. You can add more team members from Settings afterwards.

Your Full Name *

Google Account Email *

SL

Stack-Light

Customer Relationship Manager

Sign in with your Google account to continue.

Google Sign-In is not configured yet.

An admin needs to add the Google Client ID in Settings → Integrations.

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Stack-Light

CRM

Dashboard

Customer List

Customer Notes

Demo Leads

Marketing

To Do List (SLC2)

Recommendations

Stack Light To Do

SL Support

Settings

⚠ Connect QuickBooks

⚡ SCC

Update Photo

Sign Out

A

Admin

Administrator

Dashboard

⚠️ QuickBooks is not connected — invoice and estimate data won't load.

Add Customer

First Name *

Last Name *

Company

Website

Email *

Office Phone

Cell Phone

Street Address

City

State

ZIP

Deal Value ($)

First Contact Date

Assigned To

Lead Source

Initial Note (added to activity log)

Add Rep

Profile Photo

Full Name *

Email Address *

Must match their Google account email — used to sign in.

Role

Add Deal

Invoice # *

Value ($)

Date

Status

Notes

Confirm Delete

Remove Customer

What would you like to do with this customer?