Regent CRM
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Regent CRM
Visa & Consultancy CRM
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#Client NameAssigned ToRoleCountryStart ProgressHoldingCompliance1st Pay Offer2nd PayCoSVisa App BiometricsVisa OutPlacementStatusActions

Previous stage completed — next stage not yet started.

ClientAssigned ToRoleNext StageStatusAction

1st Payment = Paid but Offer Letter not completed.

ClientAssigned ToRole1st PayOffer LetterStart DateStatusAction

2nd Payment = Paid but CoS not completed.

ClientAssigned ToRole2nd PayCoSStart DateStatusAction

Unpaid/partial payments where process has already progressed.

ClientAssigned ToRoleHolding1st Half2nd HalfStageStatusAction

Any stage marked Delayed or On Hold.

ClientAssigned ToRoleDelayed / Held StagesStart DateStatusAction
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