Lead Information

R

Radha Krishnan

Warm
Phone
+918176157870
Email
radha.krishnan92@gmail.com
City
Delhi
Source
Facebook Lead Form
CRM ID
LS_CB70AB37
Campaign
New Year Investment Campaign
Call Attempts
2
Last Called
14 May 2026 08:34
Next Call

Qualification Score

57/100
AI Summary:

Radha Krishnan expressed interest in mutual funds. Investment goal: saving. Budget: ₹15,000/month. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 57 02:48 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹15,000/month
Investment Goal
Saving
Investment Horizon
5+ years
Prior MF Experience?
No

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
15 May 2026 13:34 Cancelled Sunita Reddy Auto-scheduled after warm lead qualification. Preferred time: afternoon.