Tigris
← Leads

Wessel Theron

wessel.theron@example.co.za · 069 539 1847 · TD · CPT

Meeting arranged

Log feedback

Feedback timeline

  1. Advisor

    Meeting arranged1d ago

    Spoke to client, sending Astute report.

  2. System

    New17d ago

    Lead created via intake.

Details

Source
csv import
ID number
9111095136085
Advisor
Johan Botha
Created
27 Jun 2026
Meeting
18 Jul 2026

Documents

  • Astute_Theron.pdfastute report
  • Consent_Theron.pdfconsent form

Convert

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