Lead Information

A

Arun Mehta

Warm
Phone
+918346290031
Email
arun.mehta96@gmail.com
City
Indore
Source
Facebook Lead Form
CRM ID
LS_0266E33D
Campaign
New Year Investment Campaign
Call Attempts
1
Last Called
14 May 2026 05:34
Next Call

Qualification Score

71/100
AI Summary:

Arun Mehta expressed interest in mutual funds. Investment goal: saving. Budget: ₹1 lakh lump sum. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 71 07:39 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹1 lakh lump sum
Investment Goal
Saving
Investment Horizon
6 months
Prior MF Experience?
Yes

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
17 May 2026 00:34 Cancelled Sunita Reddy Auto-scheduled after warm lead qualification. Preferred time: afternoon.