My Leads
Track customer enquiries through New → In Discussion → Quotation Shared → Converted → Lost.
| Customer | Product | Added | Next Follow-up | Action |
|---|---|---|---|---|
| Priya Nair | Health Insurance | 2 days ago | Today, 4:00 PM | |
| Arvind K. | Term Life | 5 days ago | Today, 6:00 PM |
Track customer enquiries through New → In Discussion → Quotation Shared → Converted → Lost.
| Customer | Product | Added | Next Follow-up | Action |
|---|---|---|---|---|
| Priya Nair | Health Insurance | 2 days ago | Today, 4:00 PM | |
| Arvind K. | Term Life | 5 days ago | Today, 6:00 PM |