Lead Information

V

Vinod Kapoor

Warm
Phone
+918916228725
Email
vinod.kapoor98@gmail.com
City
Nagpur
Source
Facebook Lead Form
CRM ID
LS_EB163727
Campaign
New Year Investment Campaign
Call Attempts
1
Last Called
30 Apr 2026 02:34
Next Call

Qualification Score

60/100
AI Summary:

Vinod Kapoor expressed interest in mutual funds. Investment goal: other. Budget: ₹10,000/month. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 60 07:10 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹10,000/month
Investment Goal
Other
Investment Horizon
6 months
Prior MF Experience?
Yes

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
16 May 2026 11:34 Completed Ananya Gupta Auto-scheduled after warm lead qualification. Preferred time: afternoon.