Customer DB (Multi-user)
Shared online database with login. Delete is restricted to Admin (enforced by Supabase RLS).
Login
Login
Sign up
If you enable email confirmations, new users must confirm their email first.
Add Customer
Role: ?
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Lead source (blank)
SEO
Referral
LinkedIn
Email
Event
Other
New lead
Contacted
Quoted
Won
Lost
Customer
Repeat
Notes
Save
Reset
Delete (Admin)
Activity (selected customer)
Select a customer to view/add activities.
Call
Email
Meeting
Quote
Samples
Order
Other
Email
Phone
LinkedIn
In-person
Other
Add Activity
Date
Type
Channel
Notes
Campaign
Next
(Deleting activities is also admin-only, enforced by security.)
Search & Filter
All statuses
New lead
Contacted
Quoted
Won
Lost
Customer
Repeat
All sources
SEO
Referral
LinkedIn
Email
Event
Other
Refresh
Company
Contact
Email / Phone
Source
Status