Lead Information

P

Pushpa Lata

Warm
Phone
+918104564954
Email
pushpa.lata31@gmail.com
City
Mumbai
Source
Email Campaign
CRM ID
LS_555D6702
Campaign
New Year Investment Campaign
Call Attempts
2
Last Called
20 Apr 2026 08:34
Next Call

Qualification Score

68/100
AI Summary:

Pushpa Lata expressed interest in mutual funds. Investment goal: other. Budget: ₹50,000 lump sum. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 68 07:59 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹50,000 lump sum
Investment Goal
Other
Investment Horizon
5+ years
Prior MF Experience?
Yes

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
17 May 2026 02:34 Cancelled Sunita Reddy Auto-scheduled after warm lead qualification. Preferred time: afternoon.