Lead Information

S

Sneha Chandra

Warm
Phone
+918126625711
Email
sneha.chandra64@gmail.com
City
Lucknow
Source
Email Campaign
CRM ID
LS_577EF115
Campaign
New Year Investment Campaign
Call Attempts
1
Last Called
12 May 2026 08:34
Next Call

Qualification Score

62/100
AI Summary:

Sneha Chandra expressed interest in mutual funds. Investment goal: growth. Budget: ₹50,000 lump sum. Moderate interest. Wants more information before deciding.

Call History

# Outcome Score Duration Transfer Date
1 Warm 62 07:17 15 May 2026 08:34

Latest Qualification Answers

Currently Investing?
No
Investment Amount
₹50,000 lump sum
Investment Goal
Growth
Investment Horizon
6 months
Prior MF Experience?
Yes

Scheduled Callbacks

Scheduled AtStatusAdvisorNotes
15 May 2026 21:34 Pending Rohit Sharma Auto-scheduled after warm lead qualification. Preferred time: afternoon.