Lead Information

P

Priya Singh

Not Qualified
Phone
+919928092797
Email
priya.singh49@gmail.com
City
Lucknow
Source
Referral
CRM ID
LS_C51CE410
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
2
Last Called
30 Apr 2026 00:34
Next Call

Qualification Score

48/100
AI Summary:

Priya Singh expressed interest in mutual funds. Investment goal: saving. Budget: ₹50,000 lump sum. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 48 07:10 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹50,000 lump sum
Investment Goal
Saving
Investment Horizon
2-3 years
Prior MF Experience?
No