Leads Pooja Patel
PP
Pooja Patel
Retirement Plan · Hyderabad
ProposalLow Priority
Mobile+91 9800912370
Emailpooja.patel@example.com
SourceWhatsApp
AdvisorAnil Tari
Annual income₹1600000
Next follow-up22 Jul, 10:30
Tags
VIPReferralTax SaverFamily Plan
Activity Timeline
- Today, 10:32Proposal shared via WhatsAppULIP · ₹15,000 / month · 10 year term
- YesterdayMeeting scheduledVideo call · Thursday 4:00 PM
- 3 days agoFollow-up call completedDiscussed retirement goals and family cover
- 5 days agoLead marked InterestedSource: Referral by Sneha Nair
- 8 days agoLead createdAdded by Anil N Tari
Secure360 AI · Suggested next step
Draft a WhatsApp message reminding Pooja about the Retirement Plan proposal shared 3 days ago.