Client management
Sales and admin users can review client profiles, upload documents and keep a visible fulfilment trail.
Client list
| ID | Name | Type | Status | Owner | Profile | |
|---|---|---|---|---|---|---|
| CL-1001 | Michelle Chikanda | client@citiview.co.za | Investor Client | Active | Sales Demo | View profile |
| CL-1002 | Anesu Makoni | anesu@example.com | Business Setup | Pending documents | Citiview Admin | View profile |
Client profile: CL-1001
To-do list
Collect outstanding identity documents.
Confirm package route.
Schedule banking or legal coordination follow-up.
Collect outstanding identity documents.
Confirm package route.
Schedule banking or legal coordination follow-up.