CRM Demo
Demo · sample data
All clients

Meera Malhotra

Malhotra Consulting · Detailed Assessment · client_004

Lost

Identity

Client name
Meera Malhotra
Email
meera.malhotra@example.com
Phone
+91 98972 25662
Business
Malhotra Consulting
Service interest
Detailed Assessment
Source
Meta Ads
Campaign
Lead Form · Consultation
Landing page
/consultation

Sales status

Current stage
Lost
Assigned owner
Deal value
₹15,000
Expected close
—
Probability
0% · Stage default
Last activity
29 Aug 2026 · 11:35 pm
Next follow-up
28 Sept 2026 · 11:00 am
Lead score
Cold· 10

Lead score

Score
10
Temperature
Cold
29 days since last engagement

Cold 0–29 · Warm 30–59 · Hot 60–84 · Sales Ready 85+

Temperature reason

Score 10 falls in the Cold band.

Score breakdown

Form submitted29 Aug 2026 · 09:35 pm+10
Meaningful reply30 Aug 2026 · 12:35 am+10
No response 14 days13 Sept 2026 · 12:35 am-10
Total (0–100)10

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

No booking

Recent activity

  1. Lost
    Qualified → Lost
    29 Aug 2026 · 11:35 pm
  2. Qualified
    New Lead → Qualified
    29 Aug 2026 · 10:35 pm
  3. Note added
    Found us through Lead Form · Consultation. Keen to start this month.
    29 Aug 2026 · 10:35 pm
  4. Form submitted
    Enquiry for Detailed Assessment via Lead Form · Consultation
    29 Aug 2026 · 09:35 pm
  5. Client created
    Meera Malhotra added from Meta Ads
    29 Aug 2026 · 09:35 pm

Notes & tags

BengaluruHigh value

  • Found us through Lead Form · Consultation. Keen to start this month.

    Ananya Rao · 29 Aug 2026 · 10:35 pm

Created
29 Aug 2026
Updated
29 Aug 2026