Agent operations

Pipeline

Every prospect from first enquiry to onboarded. A lead is a quotation until accepted; acceptance promotes it to an onboarding job that document collection completes.

Quotation

1
Shynggys KassenAwaiting call
shynggys.kassen@gmail.com
Q20260626-01

Onboarding

0

Accepted clients collecting documents appear here.

Onboarded

0

Fully onboarded clients appear here.