Tobie · Sales Onboarding

Welcome to Tobie, Hans. Let's get you live.

Five steps. Most take under a minute. By the end you'll have full operator access to the sales dashboard and be ready for the SHRM 2026 push.

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  1. 1

    Get your account provisioned

    Together

    hans@tobie.team — created by Josh, not your personal gmail

    • Self sign-up is disabled — Josh provisions hans@tobie.team in Supabase for you
    • Supabase sends an invite / set-password email to hans@tobie.team — check that inbox
    • The Tobie sign-in page should load cleanly (no 404 or error)
    Open the sign-in page →
  2. 2

    Set your password from the email

    You do this

    Lands in hans@tobie.team within ~30 seconds

    • Open the invite email from Supabase and pick a password you can remember
    • The link returns you to this app — you will see "You are not an operator" (correct, until step 4)
    • Check spam if nothing arrives after 2 minutes
  3. 3

    Ping Josh in Discord

    You do this

    Short message — he is waiting for it

    • Example: "Hans here — I signed up with hans@tobie.team and clicked the email."
    • Josh will paste one line of SQL that gives you operator access
    • This takes him ~20 seconds
  4. 4

    Josh runs the operator SQL

    Josh does this

    One paste in the Supabase SQL editor

    • Pre-composed SQL is already in Josh's DMs — nothing to write from scratch
    • Keyed on hans@tobie.team, role=operator
    • Fails gracefully if Hans hasn't confirmed email yet (returns 0 rows)
  5. 5

    First-run walkthrough

    Together

    10 minutes with Josh — every surface, end to end

    • Dashboard home — KPI cards, today's follow-ups, activity feed
    • /sales — pipeline kanban (drag cards between stages) + Add Lead modal
    • /sales/opportunities/[id] — stage editor, convert modal, touchpoint timeline
    • /sales/follow-ups — overdue / today / tomorrow tabs with inline actions
    • /sales/reports — recharts funnel, conversion rates, lead sources, activity trend
    Enter the dashboard →

What you'll do while training

Browse CRM data, log touchpoints, add leads, and practice the Convert flow on test opportunities. Josh has the admin seat; you have operator access — you can read and mutate CRM data but you can't change who else has access.

Ask Tobie anything

DM @Tobie Assistant in Discord at any time. It already remembers context about you: design background, currently training for sales, SHRM 2026 booth team. It'll answer grounded in what's in the knowledge base — no made-up numbers.
Tobie PM Dashboard