Client Onboarding
Manage the end-to-end client onboarding process
Onboarding Process
1
Lead Converted
Sales converts qualified lead
2
Profile Created
Login credentials generated
3
Documents Uploaded
KYC, income proof, address proof
4
Admin Verification
Documents reviewed and approved
5
Account Activated
Welcome notification sent
Pending Verification (1)
Lekha Varma
9856789012
Verified — Awaiting Activation (1)
Manoj Rajan
9878901234
Active Clients (2)
Divya Mohan
9812345678
Suresh Babu
9834567890
All Onboardings
| Client | Contact | KYC | Status | Date | Action |
|---|---|---|---|---|---|
Divya Mohan divya@gmail.com | 9812345678 | Verified | Active | 05 Mar 2026 | |
Suresh Babu suresh@gmail.com | 9834567890 | Verified | Active | 10 Feb 2026 | |
Lekha Varma lekha@gmail.com | 9856789012 | Pending | Pending | 28 Mar 2026 | |
Manoj Rajan manoj@gmail.com | 9878901234 | Verified | Verified | 15 Jan 2026 |