Lead Information

V

Vinod Kapoor

Warm
Phone
+918039588403
Email
vinod.kapoor94@gmail.com
City
Jaipur
Source
Referral
CRM ID
LS_6FAA8040
Campaign
Retirement Planning Outreach
Call Attempts
3
Last Called
15 May 2026 03:34
Next Call

Qualification Score

70/100
AI Summary:

Vinod Kapoor expressed interest in mutual funds. Investment goal: retirement. Budget: ₹1 lakh lump sum. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 70 06:52 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹1 lakh lump sum
Investment Goal
Retirement
Investment Horizon
1 year
Prior MF Experience?
No

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
15 May 2026 21:34 Cancelled Rohit Sharma Auto-scheduled after warm lead qualification. Preferred time: afternoon.