Client status on leads and Invite to register
Every CRM lead now shows where it is in client registration.
On the lead page
At the top of the lead you'll see a client status badge — for example Not invited, Invited, Step 2 of 4, KYC pending or Approved.
If the lead hasn't registered yet, click Invite to register and choose:
- Send by email, or
- Send on WhatsApp.
The lead receives your registration link. The invite is logged on the timeline, and the button changes to Invite again (hover it to see who sent the last invite and when).
When the lead signs up with the same email or phone, the registration links to this lead automatically and the badge updates by itself as they move through the steps.
In the Leads list
The Leads table has a Client status column. Click the filter icon in its header and tick one or more groups:
- Not invited
- Invited, not registered
- Registering
- In KYC review
- Approved
- Rejected
Example: tick Invited, not registered to get a call list of everyone who got the link but hasn't started. Save it as a saved filter for your daily stand-up.
Tip: if you don't see the column, open the column settings at the right end of the table header and switch it on.
Switch on your branded registration link, choose the sign-up options and start sending clients to it.
Click a task, land on the lead, make the call and mark the task done — without jumping between screens.
Everything you can do from the Leads screen — the quick-actions row, keyboard shortcuts, bulk operations, and how to move a lead through the funnel.