#What you're setting up

Olyron CRM is multi-tenant: everything you create lives inside an organization (internally called a tenant) that you own. Signing up creates a login; onboarding creates the workspace that holds your leads, contacts, deals, tasks, and settings. The whole app runs behind auth, so you'll always be working inside one active organization.

• A personal account (email + password) authenticated through Supabase.
• An organization workspace with its own URL slug (e.g. acme-insurance).
• A seeded set of default data so pipelines and settings aren't empty on day one.
• Access to the Daily Organizer, CRM, and the AI Terminal from the moment setup finishes.

#Step 1 — Create your account

1. 1
   Open the sign-up page

   Go to /sign-up. Enter your full name, email address, and a password.
2. 2
   Meet the password minimum

   Passwords must be at least 6 characters — the form enforces minLength=6 and won't submit a shorter one.
3. 3
   Submit

   Click Create account. Olyron CRM registers you through Supabase Auth and stores your name as full_name.
4. 4
   Confirm if prompted

   If email confirmation is enabled, you'll be redirected to /sign-in with a note to check your inbox. If your account is auto-confirmed, you go straight to /onboarding.

#Step 2 — Create your organization

Onboarding is a short two-field step. Olyron CRM provisions the workspace atomically — one call creates the tenant and makes you its owner, a second call seeds default data — then drops you into the dashboard.

1. 1
   Name your organization

   Type your agency or firm name (e.g. "Acme Insurance Agency"). This is what teammates will see.
2. 2
   Confirm the workspace URL

   As you type the name, Olyron CRM auto-generates a URL slug — lowercased, with non-alphanumeric characters replaced by hyphens. You can edit it, but it must match [a-z0-9-]+ (lowercase letters, numbers, and hyphens only).
3. 3
   Create the organization

   Click Create Organization. Behind the scenes this runs create_tenant_with_user (on the starter plan tier) then create_default_tenant_data to seed your workspace.
4. 4
   Land in the app

   On success you see the "You're all set!" state and are redirected to /dashboard after a moment.

Organization Nametext, required

Display name for the workspace, visible to team members.

Workspace URLslug, required

Unique identifier used in workspace URLs; must match [a-z0-9-]+.

plan_tierstring

Set to "starter" during onboarding; upgradeable later from Settings > Billing.

#Step 3 — Meet the Daily Organizer

The /dashboard route immediately redirects to /dashboard/organizer — the Daily Organizer, described in the code as "the Captain's Chair." It answers the single question "What do I need to do today?" and is your default landing page.

What the Organizer shows

• Today Snapshot — tasks due today, overdue counts, and at-a-glance stats.
• Calendar Focus — the day's events pulled from your connected calendar.
• Task Command Board — your open work, prioritized.
• Notes & Intel panel and a Work Feed of recent activity.
• A LinkedIn content counter for advisors running social outreach.

#Step 4 — Add your first lead

Leads are the front of your pipeline. The fastest way to create one is the new-lead form at /dashboard/leads/new (the shorter /leads/new URL redirects there, preserving any query parameters).

1. 1
   Open the form

   Navigate to Leads, then New — or go directly to /dashboard/leads/new.
2. 2
   Fill in the required fields

   First name, last name, and email are required. Phone is optional.
3. 3
   Pick a lead source

   Choose from the canonical source list (see below). This maps to the database crm_lead_source enum and powers source-based reporting.
4. 4
   Set the status

   New leads default to "new." Other options are contacted, qualified, and unqualified.
5. 5
   Save

   Submitting calls leadsService.createLead(tenant.id, {...}), scoping the record to your organization. You can add an optional first note and any custom fields defined for the leads object.

#Step 5 — Drive it from the AI Terminal

The AI Terminal at /dashboard/terminal is Olyron CRM's fastest control surface. It's a real xterm.js terminal that accepts slash commands, keyword shortcuts, and plain natural language — type help for the full command menu, or just ask for what you want.

Commands to try

Every command runs through the same authenticated endpoint. The Terminal UI POSTs to /api/terminal/execute, which resolves your tenant from your profile and executes the command server-side against your organization's data.

curl -X POST https://your-workspace.olyron.app/api/terminal/execute \
  -H "Content-Type: application/json" \
  --cookie "sb-access-token=..." \
  -d '{ "command": "leads" }'

# Response
{
  "success": true,
  "output": "…rendered command output…",
  "panel": { /* optional inline data panel */ }
}