Financial WisdomAdmin · CRM

Task List

Every step that turns a lead into a looked-after client, sorted by when it’s due.

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Send proposal to Karan

Karan Mehta · Proposal · 2 days late · Advisor One

October 2026

MTWTFSS

Today

4 open

Carried over · 2

  • Send proposal to Karan

    ProposalKaran MehtaHigh priorityAO
    2 days late

  • Collect KYC documents

    KYCThe SharmasMV
    Since yesterday

  • First call: new consultation request

    Follow-upRohan ShahHigh priorityC
    Today

  • Confirm discovery meeting time

    MeetingPriya NairAO
    Today
Tasks · Financial Wisdom