Lead Information

M

Mohan Das

Hot
Phone
+918038442854
Email
mohan.das92@gmail.com
City
Surat
Source
Facebook Lead Form
CRM ID
LS_7EF605FC
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
3
Last Called
13 May 2026 03:34
Next Call

Qualification Score

86/100
AI Summary:

Mohan Das expressed interest in mutual funds. Investment goal: saving. Budget: ₹50,000 lump sum. High interest shown. Immediately ready to invest.

Call History

# Outcome Score Duration Transfer Date
1 Hot 86 06:16 Yes 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹50,000 lump sum
Investment Goal
Saving
Investment Horizon
1 year
Prior MF Experience?
No