Leads

Enquiries captured from the marketing website.

Name	Email	Interest	Phone	Category	Source	Assigned	Status	Received
Dr. Anil Prabhu	anil.prabhu@example.com	Investing for doctors	+91 90000 00024	Doctor	contact	Sales One	contacted	18 Oct, 06:17 pm
Kavita Naik	kavita@example.com	—	+91 90000 00025	Women	contact	Sales One	client	5 Oct, 12:58 pm
Sana Kapoor	sana@example.com	—	+91 90000 00004	Young Professionals	tool cta	—	new	12 Sept, 11:00 am
Rohan Shah	rohan@example.com	—	+91 90000 00001	Doctor	book consultation	—	new	12 Sept, 09:20 am
Priya Nair	priya@example.com	—	+91 90000 00002	Women	contact	Advisor One	contacted	11 Sept, 02:05 pm
Karan Mehta	karan@example.co.uk	—	—	NRI	nri enquiry	Advisor One	qualified	10 Sept, 06:40 pm
Deepak Rao	deepak@example.com	—	—	Individuals & Families	book consultation	Manalee Verneker	client	30 Aug, 08:15 am
Aditya Krishnan	aditya@example.com	—	—	Entrepreneur	newsletter	—	archived	22 Aug, 07:00 am

Dr. Anil Prabhu

Email: anil.prabhu@example.com
Category: Doctor
Source: contact
Status: contacted
Received: 18 Oct, 06:17 pm

Email: kavita@example.com
Category: Women
Source: contact
Status: client
Received: 5 Oct, 12:58 pm

Email: sana@example.com
Category: Young Professionals
Source: tool cta
Status: new
Received: 12 Sept, 11:00 am

Email: rohan@example.com
Category: Doctor
Source: book consultation
Status: new
Received: 12 Sept, 09:20 am

Email: priya@example.com
Category: Women
Source: contact
Status: contacted
Received: 11 Sept, 02:05 pm

Email: karan@example.co.uk
Category: NRI
Source: nri enquiry
Status: qualified
Received: 10 Sept, 06:40 pm

Email: deepak@example.com
Category: Individuals & Families
Source: book consultation
Status: client
Received: 30 Aug, 08:15 am

Aditya Krishnan

Email: aditya@example.com
Category: Entrepreneur
Source: newsletter
Status: archived
Received: 22 Aug, 07:00 am

Leads · Financial Wisdom