LeadsOpen onboarding forms
Status
qualified
Owned by Advisor One
Pipeline
Next best step
Send the onboarding form, then convert
They're a fit. Share the right onboarding form, and convert them to a client once it's in.
What they told us
No message or form answers came with this lead. Ask what prompted them to reach out.
Timeline
NRI review (video)
Scheduled
29 Sept, 4:00 pm
Came in via NRI enquiry
From /nri
10 Sept, 6:40 pm