Lead Information

L

Lalita Rani

Hot
Phone
+917530326237
Email
lalita.rani40@gmail.com
City
Chennai
Source
Facebook Lead Form
CRM ID
LS_FE73F687
Campaign
Retirement Planning Outreach
Call Attempts
3
Last Called
14 May 2026 08:34
Next Call

Qualification Score

78/100
AI Summary:

Lalita Rani expressed interest in mutual funds. Investment goal: retirement. Budget: ₹10,000/month. High interest shown. Immediately ready to invest.

Call History

# Outcome Score Duration Transfer Date
1 Hot 78 07:43 Yes 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹10,000/month
Investment Goal
Retirement
Investment Horizon
6 months
Prior MF Experience?
No