Lead Information

R

Ravi Bhat

Warm
Phone
+917091231906
Email
ravi.bhat91@gmail.com
City
Delhi
Source
Facebook Lead Form
CRM ID
LS_07563A3F
Campaign
South India Wealth Growth 2025
Call Attempts
2
Last Called
05 May 2026 05:34
Next Call

Qualification Score

71/100
AI Summary:

Ravi Bhat expressed interest in mutual funds. Investment goal: other. Budget: ₹10,000/month. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 71 03:58 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹10,000/month
Investment Goal
Other
Investment Horizon
5+ years
Prior MF Experience?
Yes

Scheduled Callbacks

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