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New Life CRM

Staff Portal · New Life Consulting Pte Ltd

Email

Password

Invalid email or password.

🏢 New Life CRM

Main

📊 Dashboard

📋 Pipeline

👥 All Clients

Admin

👤 Staff Accounts

⚙️ Settings

Dashboard

Total Clients

–

In Progress

–

Submitted

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Approved

–

This Month

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Recent Clients

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Pipeline

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All Clients

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Client

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Staff Accounts

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Settings

Change Password

New Password

Confirm New Password

New Client

Client ID

NL0001

Access PIN

------

📋 Send both the Client ID and PIN to your client via WhatsApp or WeChat.

Full Name *

Email

Mobile

Service *

ONE Pass Pathway *

This determines which fields the candidate sees in their form (they are never asked to choose it themselves), and seeds the right document checklist below. Confirm this from the intake conversation before sending the client their link.

Company / Entity

Assigned To

Follow-up Deadline

Seafile Upload Link

Seafile Folder Password

Notes

Add Staff Account

Full Name *

Role

Email *

⚠️ This creates the staff record only. To let them log in, create their login in Supabase Dashboard → Authentication → Users, then paste their User UID into this staff row's auth_user_id column in Table Editor.

Submission Summary

Signature on File

Client signature

⚠ Delete Client

This will permanently delete and all of their form data, notes, and document checklist. This cannot be undone.

Type the client's full name to confirm