Lead Information

A

Arjun Tiwari

Warm
Phone
+918943334992
Email
arjun.tiwari10@gmail.com
City
Kanpur
Source
Facebook Lead Form
CRM ID
LS_AD13A2A0
Campaign
Retirement Planning Outreach
Call Attempts
3
Last Called
02 May 2026 02:34
Next Call

Qualification Score

62/100
AI Summary:

Arjun Tiwari expressed interest in mutual funds. Investment goal: growth. Budget: ₹5,000/month. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 62 05:37 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹5,000/month
Investment Goal
Growth
Investment Horizon
2-3 years
Prior MF Experience?
No

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
16 May 2026 02:34 Cancelled Amit Verma Auto-scheduled after warm lead qualification. Preferred time: afternoon.