CRM Demo
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Ishaan Patel

Patel Interiors · Detailed Assessment · client_350

Meeting Booked

Identity

Client name
Ishaan Patel
Email
ishaan.patel@example.com
Phone
+91 98207 36658
Business
Patel Interiors
Service interest
Detailed Assessment
Source
Website
Campaign
Organic
Landing page
/services

Sales status

Current stage
Meeting Booked
Assigned owner
Deal value
₹15,000
Expected close
28 Sept 2026
Probability
35% · Stage default
Last activity
27 Sept 2026 · 02:10 pm
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 submitted27 Sept 2026 · 11:10 am+10
Booking created27 Sept 2026 · 01:10 pm+15
Meaningful reply28 Sept 2026 · 06:10 am+10
Total (0–100)35

Score history

No score changes yet.

Override

None — temperature follows the score

Log signal

Booking context

Current booking status
Reminder Sent
Date / time
28 Sept 2026 · 02:00 pm
Confirmation
Confirmed
Reminder status
1 of 2 sent
Attendance
Pending
Recovery
Not needed

Recent activity

  1. Booking confirmed
    BK-0145 confirmed
    27 Sept 2026 · 02:10 pm
  2. Reminder sent
    24h reminder · BK-0145
    27 Sept 2026 · 02:00 pm
  3. Stage changed
    Qualified → Meeting Booked
    27 Sept 2026 · 01:10 pm
  4. Booking created
    BK-0145 · Detailed Assessment
    27 Sept 2026 · 01:10 pm
  5. Qualified
    New Lead → Qualified
    27 Sept 2026 · 12:10 pm
  6. Note added
    Wants a quote before confirming. Sent service details.
    27 Sept 2026 · 12:10 pm

Notes & tags

MumbaiHigh value
  • Wants a quote before confirming. Sent service details.

    Ananya Rao · 27 Sept 2026 · 12:10 pm

Created
27 Sept 2026
Updated
27 Sept 2026