Tigris
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Andries Smit

andries.smit@example.co.za · 080 217 7566 · TD · JHB

Discarded

Log feedback

Feedback timeline

  1. Advisor

    Discarded11m ago

    Spoke to client, sending Astute report.

  2. System

    New17d ago

    Lead created via intake.

Details

Source
manual
ID number
8809152536087
Advisor
Johan Botha
Created
27 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.