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How Catchlight Works
Catchlight Product
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Catchlight Integrations
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Catchlight Knowledge Center
Product Support - Web Application
Product Support - Web Application
Knowledge articles related to Catchlight's web application
Signing in
How do I log into Catchlight?
I'm seeing an error page when signing in
Who do I contact for login assistance?
How do I update my login information?
How do I reset my password?
General Usability
How many contacts can I enter at once?
How do I add custom tags to leads?
How do I save a segment of leads?
How can I edit my default settings?
Does Catchlight provide contact information that I'm missing for contacts?
General Integration Questions
How can I sync data from a CRM?
I’ve connected my CRM; how often does the data sync?
Redtail
What data can I sync from Redtail to Catchlight?
What data from Catchlight and Redtail will be available to view in each platform?
How do I remove or un-sync contacts I've connected through Redtail?
Wealthbox
What data can I sync from Wealthbox to Catchlight?
What data from Catchlight and Wealthbox will be available to view in each platform?
How do I remove or un-sync contacts I’ve connected through Wealthbox?
Engagement Options Questions
Am I allowed to edit any of the templated language Catchlight provides?
Do you have any templates for emailing to a group of people?
