Lead Management
10 total leads — 4 awaiting distribution
0lead selected
Lead Name | Phone | Email | Province | Product Interest | Source | Status | Captured | Advisor | Days | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|
Morne Visser | +27 71 678 9012 | mvisser@mweb.co.za | Free State | Investments | Cold Call | 04 Jun 26 | — | 0d | |||
Ayanda Zulu | +27 73 345 6789 | ayanda.zulu@gmail.com | KwaZulu-Natal | Medical Aid | Walk-in | 03 Jun 26 | — | 1d | |||
Gareth Williams | +27 84 901 2345 | gwilliams@capetown.co.za | Western Cape | Life Insurance | Online Enquiry | 01 Jun 26 | — | 3d | |||
Nokuthula Shabalala | +27 82 012 3456 | nshab@vodamail.co.za | Gauteng | Retirement Planning | Event / Expo | 31 May 26 | — | 4d | |||
Zanele Mokoena | +27 71 234 5678 | z.mokoena@outlook.com | Gauteng | Investments | Online Enquiry | 30 May 26 | — | 1d | |||
Sipho Mahlangu | +27 82 456 7891 | sipho.mahlangu@gmail.com | Gauteng | Life Insurance | Referral | 28 May 26 | — | 3d | |||
Lindiwe Nxumalo | +27 83 234 5670 | l.nxumalo@gmail.com | Gauteng | Medical Aid | Referral | 25 May 26 | Thabo | 5d | |||
Pieter Botha | +27 83 789 0123 | pbotha@webmail.co.za | Western Cape | Retirement Planning | Cold Call | 22 May 26 | Brendan | 7d | |||
Francois du Plessis | +27 76 890 1234 | fduplessis@gmail.com | Western Cape | Short-term Insurance | Social Media | 18 May 26 | — | 12d | |||
Roshini Pillay | +27 84 567 8901 | r.pillay@durbanmail.co.za | KwaZulu-Natal | Life Insurance | Referral | 10 May 26 | Priya | 14d |
Showing 1–10 of 10 leads