Onboarding Dashboard
Manage customer onboarding sessions and documents
1
Awaiting
0
In Progress
6
Submitted
6 new6
Approved
9
Expired
6
Rejected
| Customer | Quote # | Status | Documents | Created | Actions |
|---|---|---|---|---|---|
| IKASI RETAIL AFRICA (PTY) LTD MANAGEMENT@UMDUZU.COM | #0 | 🟡 Awaiting Customer | 📄 0 files | 24 Aug 2026 | View Details → |
| Office Studio cc laluskha@office-studio.co.za | #0 | 🟢 SubmittedNEW | 📄 0 files | 31 Jul 2026 | View Details → |
| Raene Packery (DBV SPCA) treasurer@spcafhk.co.za | #0 | ⚠️ Expired | 📄 0 files | 22 Jul 2026 | View Details → |
| Gareth Morgan garethm@stdunstans.org.za | #0 | ⚠️ Expired | 📄 0 files | 16 Jul 2026 | View Details → |
| Gareth Morgan garethm@stdunstans.org.za | #0 | ✅ Approved | 📄 0 files | 30 Jun 2026 | View Details → |
| Manage My Brand info@managemybrand.co.za | #0 | ✅ Approved | 📄 0 files | 29 Jun 2026 | View Details → |
| Office Studio cc laluskha@office-studio.co.za | - | 🔴 Rejected | 📄 0 files | 08 Jun 2026 | View Details → |
| Nefesh Ventures (Pty) Ltd larry@sackfam.com | #0 | 🟢 SubmittedNEW | 📄 0 files | 03 Jun 2026 | View Details → |
| Onsite IT Support Solutions CC ernest@onsiteit.co.za | #0 | 🟢 SubmittedNEW | 📄 0 files | 03 Jun 2026 | View Details → |
| Nefesh Ventures (Pty) Ltd larry@sackfam.com | - | 🔴 Rejected | 📄 0 files | 22 May 2026 | View Details → |
| Winchester Marketing selvie@winchestermarketing.com/wildone@metroweb.co.za | #0 | ⚠️ Expired | 📄 0 files | 19 May 2026 | View Details → |
| Nitafin t/a Eagle Creek Spur eaglecreek@spursteakranch.co.za | #0 | ⚠️ Expired | 📄 0 files | 30 Apr 2026 | View Details → |
| Nico Maritz nico@eiapublishing.co.za | #0 | ✅ Approved | 📄 0 files | 14 Apr 2026 | View Details → |
| Packway International S. A. CC desmond@packway.co.za | #0 | 🟢 SubmittedNEW | 📄 0 files | 10 Apr 2026 | View Details → |
| Nico Maritz nico@eiapublishing.co.za | - | 🔴 Rejected | 📄 0 files | 31 Mar 2026 | View Details → |
| Tony Fuller tony@wiringandgeneral.co.za | #0 | ⚠️ Expired | 📄 0 files | 30 Mar 2026 | View Details → |
| TSS Industrials roger@ldacomputing.com | #0 | ✅ Approved | 📄 0 files | 24 Mar 2026 | View Details → |
| AGS Health Pty Ltd ryan@agshealth.co.za | #0 | ✅ Approved | 📄 0 files | 23 Mar 2026 | View Details → |
| BT Bits baumie@btbits.co.za | #0 | ✅ Approved | 📄 0 files | 18 Mar 2026 | View Details → |
| Raene Packery (DBV SPCA) treasurer@spcafhk.co.za | - | 🔴 Rejected | 📄 0 files | 17 Mar 2026 | View Details → |
| AGS Health Pty Ltd ryan@agshealth.co.za | - | 🔴 Rejected | 📄 0 files | 17 Mar 2026 | View Details → |
| TESTING test@test.com | #0 | 🟢 SubmittedNEW | 📄 0 files | 06 Mar 2026 | View Details → |
| AGS Health Pty Ltd ryan@agshealth.co.za | - | 🔴 Rejected | 📄 0 files | 06 Mar 2026 | View Details → |
| Complete Portfolio Management bmcmenamin@topsecurity.co.za | #0 | ⚠️ Expired | 📄 0 files | 05 Mar 2026 | View Details → |
| Eugenne Elliot elliottg@gam.co.za | #0 | ⚠️ Expired | 📄 0 files | 05 Mar 2026 | View Details → |
| Sandesh Panday sandesh@office-studio.co.za | #0 | ⚠️ Expired | 📄 0 files | 25 Feb 2026 | View Details → |
| Nicci Holvec nicci@intagreat.mu | #0 | 🟢 SubmittedNEW | 📄 0 files | 25 Feb 2026 | View Details → |
| Malcolm McKie malkie@iafrica.com | #0 | ⚠️ Expired | 📄 0 files | 30 Jan 2026 | View Details → |