Lead Information

M

Manoj Shah

Not Qualified
Phone
+917471136419
Email
manoj.shah76@gmail.com
City
Pune
Source
WhatsApp Campaign
CRM ID
LS_1C9AC015
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
3
Last Called
19 Apr 2026 03:34
Next Call

Qualification Score

31/100
AI Summary:

Manoj Shah expressed interest in mutual funds. Investment goal: retirement. Budget: ₹2,000/month. Not ready to invest at this time.

Call History

# Outcome Score Duration Transfer Date
1 Not qualified 31 03:17 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
Yes
Investment Amount
₹2,000/month
Investment Goal
Retirement
Investment Horizon
5+ years
Prior MF Experience?
No