Internal demo workspaceExit Demo
ENQUIRIES & FOLLOW-UP
Lead Overview
Fictional sample enquiries. No live customers, notifications or referrals.
| Lead reference | Customer name | Enquiry category | Date received | Contact method | Lead status | Assigned team member | Next action |
|---|---|---|---|---|---|---|---|
| Fictional sample | Banking | 2026-10-13 | Phone | New | Unassigned | Initial follow-up | |
| Fictional sample | Financial-services review | 2026-10-13 | Phone | Converted | Alex (demo) | Outcome recorded | |
| Fictional sample | Life insurance | 2026-10-12 | Contact attempted | Thandi (demo) | Try contact again | ||
| Fictional sample | Banking | 2026-10-12 | Contacted | Thandi (demo) | Understand requirements | ||
| Fictional sample | Health-related benefits | 2026-10-11 | Follow-up required | Thandi (demo) | Scheduled follow-up | ||
| Fictional sample | Life insurance | 2026-10-11 | Phone | Not proceeding | Alex (demo) | No further action | |
| Fictional sample | Short-term insurance | 2026-10-10 | Phone | Qualified for referral | Alex (demo) | Confirm referral consent | |
| Fictional sample | Wellness benefits | 2026-10-10 | Do not contact | Thandi (demo) | Contact suppressed | ||
| Fictional sample | Wellness benefits | 2026-10-09 | Referred to authorized adviser | Thandi (demo) | Await adviser update | ||
| Fictional sample | Short-term insurance | 2026-10-09 | New | Unassigned | Initial follow-up |
Presentation workspace, not a production CRM.
Future lead storage, permissions, reminders, commission attribution and approved routing require branch and compliance approval. There are no exports or external integrations.
View the Proposed Workflow