CRM Demo
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Aisha Joshi

Joshi Design House · Detailed Assessment · client_323

Meeting Booked

Identity

Client name
Aisha Joshi
Email
aisha.joshi@example.com
Phone
+91 98254 10164
Business
Joshi Design House
Service interest
Detailed Assessment
Source
Google Ads
Campaign
Search · Brand
Landing page
/

Sales status

Current stage
Meeting Booked
Assigned owner
Deal value
₹15,000
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· 45

Lead score

Score
45
Temperature
Warm
0 days since last engagement

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

Temperature reason

Score 45 falls in the Warm band.

Score breakdown

Form submitted25 Sept 2026 · 08:18 pm+10
Booking created25 Sept 2026 · 10:18 pm+15
Meaningful reply26 Sept 2026 · 01:18 am+10
High-intent page viewed27 Sept 2026 · 08:18 pm+10
Total (0–100)45

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
Not needed

Recent activity

  1. Reminder sent
    2h reminder · BK-0135
    27 Sept 2026 · 12:00 pm
  2. Reminder sent
    24h reminder · BK-0135
    26 Sept 2026 · 02:00 pm
  3. Booking confirmed
    BK-0135 confirmed
    26 Sept 2026 · 05:18 am
  4. Stage changed
    Qualified → Meeting Booked
    25 Sept 2026 · 10:18 pm
  5. Booking created
    BK-0135 · Detailed Assessment
    25 Sept 2026 · 10:18 pm
  6. Qualified
    New Lead → Qualified
    25 Sept 2026 · 09:18 pm

Notes & tags

MumbaiHigh value
  • Returning enquiry — mention the loyalty offer on the next call.

    Rohit Mehta · 25 Sept 2026 · 09:18 pm

Created
25 Sept 2026
Updated
27 Sept 2026