Dashboard

Welcome back. Here is an overview of MSC Financial activity.

👥10
Total Leads
🆕4
New Leads
📂3
Demat Apps
🛡3
Insurance Leads
✅2
Converted
🏦4
Customers
📞2
Callbacks Pending
👔4
Employees

Leads by Service

msme 2
demat 2
insurance 2
ecommerce 1
portfolio 1
general 1
stock 1

Recent Activity

lead
Pooja Gupta
msme
30 May
lead
Vikram Mehta
insurance
30 May
lead
Anita Joshi
demat
30 May
lead
Mohan Reddy
general
30 May
lead
Kavitha Nair
portfolio
30 May
demat
Rajesh Kumar
demat application
30 May
demat
Anita Joshi
demat application
30 May
demat
Sanjay Roy
demat application
30 May
insurance
Priya Sharma
lic
30 May
insurance
Ravi Pillai
health
30 May
👥Manage Leads 📂Demat Apps 🛡Insurance 🏦Customers