4:02 PM
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Remark
Pending
Completed
Pending
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#:
1
Pending
Created By
Agent_Kim
Date
2026-05-20
Client
David Miller
Description
Client needs to verify bank details before proceeding with the next deposit.
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Delete
#:
2
Pending
Created By
System_Admin
Date
2026-05-21
Client
Anna Vong
Description
Need to follow up on cashback bonus — client has not responded in 3 days.
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Delete
#:
3
Pending
Created By
Agent_Sara
Date
2026-05-23
Client
Mark Chen
Description
Loyalty bonus review needed — client is eligible but approval is still pending from management.
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Delete
Completed
#:
1
Completed
Created By
Agent_Kim
Date
2026-05-15
Client
Sophie Nguyen
Description
Deposit confirmed and Welcome Back bonus has been credited to client account.
Completed Date
2026-05-16
#:
2
Completed
Created By
Agent_Sara
Date
2026-05-17
Client
Kevin Lim
Description
SB24 account registration completed. Client confirmed receipt of login credentials.
Completed Date
2026-05-18
#:
3
Completed
Created By
System_Admin
Date
2026-05-19
Client
James Sok
Description
Monthly 5% cashback processed and transferred via ABA Bank successfully.
Completed Date
2026-05-20
#:
4
Completed
Created By
Agent_Kim
Date
2026-05-22
Client
Tony Heng
Description
Follow-up call completed. Client confirmed re-engagement and made first deposit.
Completed Date
2026-05-23
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David Miller (CLI-1002)
Anna Vong (CLI-2081)
Mark Chen (CLI-2095)
Sophie Nguyen (INT-0041)
Kevin Lim (INT-0042)
James Sok (CLI-3021)
Rachel Keo (CLI-3045)
Tony Heng (CLI-3067)
Lisa Phan (CLI-2110)
Ryan Khom (CLI-7001)
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David Miller (CLI-1002)
Anna Vong (CLI-2081)
Mark Chen (CLI-2095)
Sophie Nguyen (INT-0041)
Kevin Lim (INT-0042)
James Sok (CLI-3021)
Rachel Keo (CLI-3045)
Tony Heng (CLI-3067)
Lisa Phan (CLI-2110)
Ryan Khom (CLI-7001)
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