Mohan Das

Lead Information

Warm

Phone: +919950884410
Email: mohan.das30@gmail.com
City: Jaipur
Source: Email Campaign
CRM ID: LS_57370345
Campaign: South India Wealth Growth 2025
Call Attempts: 3
Last Called: 06 May 2026 03:34
Next Call: —

Qualification Score

60/100

AI Summary:

Mohan Das expressed interest in mutual funds. Investment goal: growth. Budget: ₹10,000/month. Moderate interest. Wants more information before deciding.

Call History

#	Outcome	Score	Duration	Transfer	Date
1	Warm	60	02:37	—	15 May 2026 08:34

Latest Qualification Answers

Currently Investing?

Investment Amount

₹10,000/month

Investment Goal

Growth

Investment Horizon

2-3 years

Prior MF Experience?

Yes

Scheduled Callbacks

Scheduled At	Status	Advisor	Notes
16 May 2026 00:34	Completed	Priya Patel	Auto-scheduled after warm lead qualification. Preferred time: afternoon.