Customers
Synced from Jarvis (Phase 1: CSV import). Salesforce + SleekFlow sync follows.
6 customers
| Customer | Jarvis ID | Phone | Channels | Consultant | Last visit | Status |
|---|---|---|---|---|---|---|
| Chan Mei Yee | J-44128 | +852 9123 4567 | WhatsApp · Email | Diana Wong | 5/12/2026 | Active |
| Lau Ka Yan | J-44219 | +852 9234 5678 | LINE | Diana Wong | 2/4/2026 | Lapsing |
| Wong Sze Man | J-44320 | +852 9345 6789 | WhatsApp · Email | — | 5/8/2026 | Active |
| Tam Ka Lok | J-44511 | +852 9456 7890 | — | — | 9/21/2025 | Inactive |
| Ho Wing Yee | J-44607 | +852 9567 8901 | WhatsApp · Email | Diana Wong | 5/18/2026 | Active |
| Ng Hoi Lam | J-44688 | +852 9678 9012 | WhatsApp · LINE | — | 1/15/2026 | Lapsing |