Lead Information

A

Arjun Tiwari

Warm
Phone
+917852247645
Email
arjun.tiwari39@gmail.com
City
Jaipur
Source
WhatsApp Campaign
CRM ID
LS_42A0E188
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
2
Last Called
11 May 2026 00:34
Next Call

Qualification Score

57/100
AI Summary:

Arjun Tiwari 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 57 07:17 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹15,000/month
Investment Goal
Saving
Investment Horizon
5+ years
Prior MF Experience?
No

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
15 May 2026 14:34 Cancelled Rajesh Kumar Auto-scheduled after warm lead qualification. Preferred time: afternoon.