Lead Information

A

Asha Mishra

Warm
Phone
+917440894764
Email
asha.mishra17@gmail.com
City
Nagpur
Source
Website Enquiry
CRM ID
LS_6512BD43
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
3
Last Called
04 May 2026 00:34
Next Call

Qualification Score

54/100
AI Summary:

Asha Mishra 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 54 05:04 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹15,000/month
Investment Goal
Saving
Investment Horizon
1 year
Prior MF Experience?
Yes

Scheduled Callbacks

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