Lead Information

N

Neha Agarwal

Not Qualified
Phone
+918336424046
Email
neha.agarwal51@gmail.com
City
Surat
Source
Referral
CRM ID
LS_CFA0860E
Campaign
New Year Investment Campaign
Call Attempts
2
Last Called
17 Apr 2026 05:34
Next Call

Qualification Score

38/100
AI Summary:

Neha Agarwal expressed interest in mutual funds. Investment goal: saving. Budget: ₹5,000/month. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 38 05:31 15 May 2026 08:34

Latest Qualification Answers

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