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Satish Dwivedi

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Lead Information

S

Satish Dwivedi

Warm
Phone
+919267711125
Email
satish.dwivedi48@gmail.com
City
Chennai
Source
Google Ads
CRM ID
LS_357A6FDF
Campaign
Retirement Planning Outreach
Call Attempts
2
Last Called
08 May 2026 04:34
Next Call
—

Qualification Score

59/100
AI Summary:

Satish Dwivedi expressed interest in mutual funds. Investment goal: retirement. Budget: ₹5,000/month. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 59 05:24 — 15 May 2026 08:34

Latest Qualification Answers

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

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
15 May 2026 16:34 Completed Priya Patel Auto-scheduled after warm lead qualification. Preferred time: afternoon.