First Login
A walkthrough of the admin experience from the moment you first sign in.
Logging In
Open your Mini CRM URL. You'll see the login page.
Use the default admin credentials created by the seeder:
| Field | Value |
|---|---|
admin@minicrm.test | |
| Password | password |
Change this immediately
The default password is public. Change it from Profile → Change Password right after your first login.
The Onboarding Wizard
On a fresh install (no contacts, leads, or deals yet), Mini CRM shows a 3-step onboarding wizard:
- Company name — set your company name
- Invite a team member — optionally add the first user
- Import contacts — optionally upload a CSV
You can skip any step or dismiss the wizard entirely. It won't show again once you dismiss it.
The Dashboard
After login you land on the Dashboard — a summary of your CRM health.
Stat Cards
| Card | What it shows |
|---|---|
| Total Contacts | Number of contacts in the CRM |
| Total Leads | All active leads (excludes converted and lost) |
| Open Deals | Deals that are not won or lost |
| Open Tasks | Tasks with status pending or in_progress |
| Follow-ups Due | Leads where follow_up_date is today or past |
| Closing This Week | Deals whose expected_closing_date falls within 7 days |
Clicking any card navigates to the relevant list filtered appropriately.
The Sidebar
The left sidebar shows navigation links grouped by section. The links visible to you depend on your role:
| Section | Links |
|---|---|
| CRM | Dashboard, Contacts, Leads, Deals, Companies |
| Work | Tasks, Activity Feed |
| Insights | Reports |
| Admin | Users, Roles, Settings (admin only) |
| Trash | Contacts Trash, Leads Trash, Deals Trash (admin only) |
On mobile the sidebar collapses into a drawer opened with the menu button.
The Top Header
| Element | Action |
|---|---|
| Logo | Navigate to Dashboard |
| Search bar | Global search across contacts, leads, and deals |
| Bell icon | Open notification dropdown |
| Sun/Moon icon | Toggle dark mode |
| User avatar | Open profile menu (Profile, Change Password, Logout) |
Keyboard Shortcuts
| Key | Action |
|---|---|
/ | Focus the global search bar |
N | Open quick-create dropdown |
Escape | Close any open modal or drawer |
? | Open keyboard shortcuts help |
Recommended First Steps
- Change your password — Profile → Change Password
- Update General Settings — Settings → General → set your app name, logo, favicon
- Create team members — Users → New User (assign Manager or Sales User role)
- Import contacts — Contacts → Import CSV
- Add your first lead — Leads → New Lead
- Set up a deal — Deals → New Deal → assign to a contact