Champa Devi

Lead Information

Warm

Phone: +918261786312
Email: champa.devi34@gmail.com
City: Delhi
Source: Email Campaign
CRM ID: LS_E369853D
Campaign: Retirement Planning Outreach
Call Attempts: 1
Last Called: 19 Apr 2026 05:34
Next Call: —

Qualification Score

58/100

AI Summary:

Champa Devi 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	58	04:19	—	15 May 2026 08:34

Latest Qualification Answers

Currently Investing?

Yes

Investment Amount

₹15,000/month

Investment Goal

Saving

Investment Horizon

5+ years

Prior MF Experience?

Yes

Scheduled Callbacks

Scheduled At	Status	Advisor	Notes
16 May 2026 19:34	Pending	Sunita Reddy	Auto-scheduled after warm lead qualification. Preferred time: afternoon.