Lead Information

S

Sunita Reddy

Not Qualified
Phone
+919391505184
Email
sunita.reddy93@gmail.com
City
Lucknow
Source
WhatsApp Campaign
CRM ID
LS_2F2B2656
Campaign
Retirement Planning Outreach
Call Attempts
3
Last Called
10 May 2026 08:34
Next Call

Qualification Score

48/100
AI Summary:

Sunita Reddy expressed interest in mutual funds. Investment goal: saving. Budget: ₹50,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 48 07:56 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹50,000 lump sum
Investment Goal
Saving
Investment Horizon
10+ years
Prior MF Experience?
Yes