Lead Information

V

Vinod Kapoor

Warm
Phone
+919020620139
Email
vinod.kapoor21@gmail.com
City
Surat
Source
Referral
CRM ID
LS_140F6969
Campaign
Q2 2025 Mutual Fund Drive
Call Attempts
2
Last Called
08 May 2026 02:34
Next Call

Qualification Score

65/100
AI Summary:

Vinod Kapoor 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 65 07:49 15 May 2026 08:34

Latest Qualification Answers

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

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
16 May 2026 08:34 Cancelled Ananya Gupta Auto-scheduled after warm lead qualification. Preferred time: afternoon.