AT
Leads Siddharth Gupta
SG

Siddharth Gupta

Motor Insurance · Delhi
MeetingMedium Priority
Mobile+91 9800821133
Emailsiddharth.gupta@example.com
SourceWebsite
AdvisorSameer Khan
Annual income₹1500000
Next follow-up20 Jul, 09:00
Tags
VIPReferralTax SaverFamily Plan

Activity Timeline

  1. Proposal shared via WhatsApp
    ULIP · ₹15,000 / month · 10 year term
    Today, 10:32
  2. Meeting scheduled
    Video call · Thursday 4:00 PM
    Yesterday
  3. Follow-up call completed
    Discussed retirement goals and family cover
    3 days ago
  4. Lead marked Interested
    Source: Referral by Sneha Nair
    5 days ago
  5. Lead created
    Added by Anil N Tari
    8 days ago
Secure360 AI · Suggested next step
Draft a WhatsApp message reminding Siddharth about the Motor Insurance proposal shared 3 days ago.