CRM Demo
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Meera Sharma

Sharma Foods · Follow-up Appointment · client_335

Meeting Booked

Identity

Client name
Meera Sharma
Email
meera.sharma@example.com
Phone
+91 98720 29419
Business
Sharma Foods
Service interest
Follow-up Appointment
Source
Referral
Campaign
Partner Referral
Landing page
/partners

Sales status

Current stage
Meeting Booked
Assigned owner
Deal value
₹2,500
Expected close
01 Oct 2026
Probability
35% · Stage default
Last activity
27 Sept 2026 · 12:04 am
Next follow-up
Not scheduled
Lead score
Warm· 35

Lead score

Score
35
Temperature
Warm
0 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 submitted26 Sept 2026 · 09:04 pm+10
Booking created26 Sept 2026 · 11:04 pm+15
Meaningful reply27 Sept 2026 · 05:04 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
Booking Created
Date / time
01 Oct 2026 · 02:00 pm
Confirmation
Confirmed
Reminder status
None sent
Attendance
Pending
Recovery
Not needed

Recent activity

  1. Booking confirmed
    BK-0139 confirmed
    27 Sept 2026 · 12:04 am
  2. Stage changed
    Qualified → Meeting Booked
    26 Sept 2026 · 11:04 pm
  3. Booking created
    BK-0139 · Follow-up Appointment
    26 Sept 2026 · 11:04 pm
  4. Qualified
    New Lead → Qualified
    26 Sept 2026 · 10:04 pm
  5. Note added
    Returning enquiry — mention the loyalty offer on the next call.
    26 Sept 2026 · 10:04 pm
  6. Form submitted
    Enquiry for Follow-up Appointment via Partner Referral
    26 Sept 2026 · 09:04 pm

Notes & tags

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

    Rohit Mehta · 26 Sept 2026 · 10:04 pm

Created
26 Sept 2026
Updated
27 Sept 2026