Lead Information

A

Asha Mishra

Warm
Phone
+918387063535
Email
asha.mishra91@gmail.com
City
Kanpur
Source
Email Campaign
CRM ID
LS_A8F15EDA
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
1
Last Called
16 Apr 2026 01:34
Next Call

Qualification Score

59/100
AI Summary:

Asha Mishra expressed interest in mutual funds. Investment goal: other. Budget: ₹1 lakh lump sum. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 59 03:30 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹1 lakh lump sum
Investment Goal
Other
Investment Horizon
10+ years
Prior MF Experience?
No

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
15 May 2026 12:34 Cancelled Rajesh Kumar Auto-scheduled after warm lead qualification. Preferred time: afternoon.