CRM Demo
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All clients

Neha Menon

Menon Labs · Standard Session · client_042

Follow-Up

Identity

Client name
Neha Menon
Email
neha.menon@example.com
Phone
+91 98972 51496
Business
Menon Labs
Service interest
Standard Session
Source
Google Ads
Campaign
Search · Local
Landing page
/near-me

Sales status

Current stage
Follow-Up
Assigned owner
Deal value
₹8,500
Expected close
26 Sept 2026
Probability
85% · Stage default
Last activity
12 Sept 2026 · 01:00 pm
Next follow-up
28 Sept 2026 · 02:00 pm
Lead score
Sales Ready· 90

Lead score

Score
90
Temperature
Sales Ready
15 days since last engagement

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

Temperature reason

Forced to Sales Ready: Proposal viewed.

Score breakdown

Form submitted02 Sept 2026 · 07:57 am+10
Booking created02 Sept 2026 · 09:57 am+15
Meaningful reply03 Sept 2026 · 12:57 am+10
High-intent page viewed04 Sept 2026 · 07:57 am+10
Meeting attended09 Sept 2026 · 01:00 pm+10
Pricing requested12 Sept 2026 · 01:00 am+20
Proposal viewed12 Sept 2026 · 12:00 pm+25
No response 14 days26 Sept 2026 · 12:00 pm-10
Total (0–100)90

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

Current booking status
Showed
Date / time
09 Sept 2026 · 01:00 pm
Confirmation
Confirmed
Reminder status
Both sent
Attendance
Showed
Recovery
Recovery booking (BK-0015)

Meeting history

  • BK-0016 · Showed09 Sept 2026 · 01:00 pm
  • BK-0015 · No-Show06 Sept 2026 · 11:00 am

Recent activity

  1. Stage changed
    Proposal Sent → Follow-Up
    12 Sept 2026 · 01:00 pm
  2. Stage changed
    Meeting 1 Done → Proposal Sent
    10 Sept 2026 · 01:00 pm
  3. Stage changed
    Meeting Booked → Meeting 1 Done
    09 Sept 2026 · 01:00 pm
  4. Meeting held
    Attended Standard Session
    09 Sept 2026 · 01:00 pm
  5. Reminder sent
    2h reminder · BK-0016
    09 Sept 2026 · 11:00 am
  6. Reminder sent
    24h reminder · BK-0016
    08 Sept 2026 · 01:00 pm

Notes & tags

PuneRecoveredMissed appointment

  • Prefers a call in the evening. Follow up on WhatsApp if no answer.

    Arjun Kapoor · 02 Sept 2026 · 08:57 am

Created
02 Sept 2026
Updated
12 Sept 2026