Client management
Sales and admin users can review client profiles, upload documents and keep a visible fulfilment trail.
Client list
| ID | Name | Type | Status | Owner | Profile | |
|---|---|---|---|---|---|---|
| CL-1001 | Michelle Chikanda | client@citiview.co.za | Investor Client | Active | Sales Team | View profile |
| CL-1002 | Anesu Makoni | anesu@example.com | Business Setup | Pending documents | Citiview Admin | View profile |
Client profile: CL-1002
No SQL document checklist exists yet for this client. Uploading a document will create a document record.