Business Intelligence, Add new
NB Source
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Retirement
Death Claim
Survival Benefit
Business Profit
Selling of Property
Selling of Land
FD Maturity
Postal Scheme Maturity
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Other
Tenttive Dt
September
22
2000
Tentative Amount
Lead Source
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Agent
Client
DO
Office
Referral
Orphan
Other
Assigend to agent?
No
Yes
Agent Code
Agent Name
Client Name
Client Mob
Client Whatsapp
Client Email
Address
City
Pin
Tentative Clinet Engagement Dt
September
22
2000
Recycle Done
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Not initiated
Under Process
On Hold
Done
Unsuccessful
Recycled Amount
Pol No
Investment Type
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Regular Premium
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Mix Mode
Inv Under Agency cdoe
Investment Dt
September
22
2000
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