CRM Demo
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Ishaan Patel

Patel Foods · Follow-up Appointment · client_287

Meeting Booked

Identity

Client name
Ishaan Patel
Email
ishaan.patel@example.com
Phone
+91 98171 12969
Business
Patel Foods
Service interest
Follow-up Appointment
Source
Meta Ads
Campaign
Lead Form · Consultation
Landing page
/consultation

Sales status

Current stage
Meeting Booked
Assigned owner
Deal value
₹2,500
Expected close
27 Sept 2026
Probability
35% · Stage default
Last activity
27 Sept 2026 · 12:00 pm
Next follow-up
Not scheduled
Lead score
Warm· 35

Lead score

Score
35
Temperature
Warm
3 days since last engagement

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

Temperature reason

Score 35 falls in the Warm band.

Score breakdown

Form submitted23 Sept 2026 · 03:14 am+10
Booking created23 Sept 2026 · 05:14 am+15
Meaningful reply23 Sept 2026 · 01:14 pm+10
Total (0–100)35

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

Current booking status
Attendance Pending
Date / time
27 Sept 2026 · 02:00 pm
Confirmation
Confirmed
Reminder status
Both sent
Attendance
Pending
Recovery
Recovery booking (BK-0118)

Meeting history

  • BK-0119 · Attendance Pending27 Sept 2026 · 02:00 pm
  • BK-0118 · No-Show24 Sept 2026 · 05:00 pm

Recent activity

  1. Reminder sent
    2h reminder · BK-0119
    27 Sept 2026 · 12:00 pm
  2. Reminder sent
    24h reminder · BK-0119
    26 Sept 2026 · 02:00 pm
  3. Booking confirmed
    BK-0119 confirmed
    25 Sept 2026 · 08:00 am
  4. Recovery booking created
    BK-0119 · Follow-up Appointment (recovers BK-0118)
    24 Sept 2026 · 11:00 pm
  5. No-show
    Did not attend BK-0118
    24 Sept 2026 · 05:00 pm
  6. Reminder sent
    2h reminder · BK-0118
    24 Sept 2026 · 03:00 pm

Notes & tags

MumbaiRecoveredMissed appointment
  • Returning enquiry — mention the loyalty offer on the next call.

    Kavya Iyer · 23 Sept 2026 · 04:14 am

Created
23 Sept 2026
Updated
27 Sept 2026