OUT PT LAB / Sales CRM

Secure team sign-in

Accounts must be created in Supabase Authentication and approved by the administrator.

OUT PT LAB / Sales CRM

Shared dialysis clinic sales pipeline
Connected to Supabase

Dashboard

Clinics by Stage

Upcoming Follow-ups

All Clients

ClinicContactPhone / EmailSales RepStageService TypeMonthly ValueFollow-up

Archived Clinics

Archived records are excluded from the active pipeline. Restore to make one active again.

ClinicServiceArchived onAction

Sales Pipeline

Drag clinics between stages. Changes are saved for the entire team.

User Management

For security, create/invite accounts in Supabase Authentication first. Add their profiles using SQL Editor as described in the setup guide. Only administrators can change roles or deactivate existing profiles here.

NameRoleStatusActions