Message Centre
23 active7 need attention
Your Communications
| Client | Subject | Type | Channel | Stage | Days | ||
|---|---|---|---|---|---|---|---|
| Johan Pretorius | Tax certificates required | Document Request | Opened | 7d | |||
| Michael Naidoo | Welcome to Elite Wealth | Onboarding | Started | 6d | |||
| Sarah van der Berg | ID document copy | Document Request | Reminded | 5d | |||
| Willem Jacobs | Access your Wealth Portal | Wealth Portal | Delivered | 5d | |||
| Thabo Molefe | Welcome to Elite Wealth | Onboarding | In Progress | 4d | |||
| Fatima Patel | Welcome to Elite Wealth | Onboarding | In Progress | 3d | |||
| James Wilson | Portfolio review meeting request | Free Format | Sent | 3d | |||
| Nomsa Dlamini | Proof of residence | Document Request | Sent | 2d | |||
| Linda Nkosi | Employment verification | Document Request | Opened | 2d | |||
| André Botha | Welcome to Elite Wealth | Onboarding | Delivered | 2d |
Showing 1-10 of 23