Rahul Sharma

Lead Information

Warm

Phone: +917626963580
Email: rahul.sharma86@gmail.com
City: Ahmedabad
Source: Email Campaign
CRM ID: LS_C45147DE
Campaign: Q2 2025 Mutual Fund Drive
Call Attempts: 1
Last Called: 08 May 2026 03:34
Next Call: —

Qualification Score

65/100

AI Summary:

Rahul Sharma 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	65	02:31	—	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?

Scheduled Callbacks

Scheduled At	Status	Advisor	Notes
16 May 2026 05:34	Pending	Amit Verma	Auto-scheduled after warm lead qualification. Preferred time: afternoon.