CRM Demo
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All clients

Aditya Desai

Desai Consulting · Follow-up Appointment · client_347

Contacted

Identity

Client name
Aditya Desai
Email
aditya.desai@example.com
Phone
+91 98054 37562
Business
Desai Consulting
Service interest
Follow-up Appointment
Source
WhatsApp
Campaign
Broadcast · Monthly
Landing page
/whatsapp-offer

Sales status

Current stage
Contacted
Assigned owner
Deal value
₹2,500
Expected close
12 Oct 2026
Probability
10% · Stage default
Last activity
28 Sept 2026 · 07:49 am
Next follow-up
Not scheduled
Lead score
Cold· 10

Lead score

Score
10
Temperature
Cold
0 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 submitted28 Sept 2026 · 06:49 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. Stage changed
    New Lead → Contacted
    28 Sept 2026 · 07:49 am
  2. Note added
    Found us through Broadcast · Monthly. Keen to start this month.
    28 Sept 2026 · 07:49 am
  3. Form submitted
    Enquiry for Follow-up Appointment via Broadcast · Monthly
    28 Sept 2026 · 06:49 am
  4. Client created
    Aditya Desai added from WhatsApp
    28 Sept 2026 · 06:49 am

Notes & tags

MumbaiWhatsApp lead

  • Found us through Broadcast · Monthly. Keen to start this month.

    Unassigned · 28 Sept 2026 · 07:49 am

Created
28 Sept 2026
Updated
28 Sept 2026