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Dirk Coetzee

dirk.coetzee@example.co.za · 060 484 1932 · TW · CPT

Discarded

Log feedback

Feedback timeline

  1. Advisor

    Discarded2d ago

    Client keen, booking a meeting.

  2. System

    New09 Jun 2026

    Lead created via intake.

Details

Source
manual
ID number
7003223033086
Advisor
Marlene Pretorius
Created
09 Jun 2026
Meeting
—

Documents

No documents attached yet.

Convert

Create a client entity + a deal in the pipeline. The lead becomes a read-only provenance record.