Financial WisdomAdmin · CRM

Sales

Every salesperson's field work, from first call to client.

Doctor’s Money Check-up

Your links. Leads and visits are credited to you.

  • At a clinic visitYou run it with the doctor, then log the visitOpen
  • Send to a doctorThey fill it in themselvesOpen
  • Young doctorsResidents and new consultantsOpen
AO

Advisor One

Advisor · Active yesterday

Back to team

1

Cold calls

1

Visits

2

Meetings

1 at events

4

Connected

100% of attempts

0

Converted to lead

0% of people reached

0

Clients won

The flow

From every attempt to a signed client, 30 days.

  1. Calls, visits & meetings4
  2. Connected100% of previous4
  3. Interested or meeting fixed50% of previous2
  4. Converted to lead0% of previous0
  5. Became a client0

Follow-ups

1 due now

  • Nilesh Gaonkar

    Cold call · Overdue · 18 Oct

  • Priya Rane

    Meeting · 22 Oct

Field activity

Who they called, visited and met, 30 days.

Yesterday

  1. Priya Rane · Meeting

    Meeting fixed

    11:17 am · Advisor One · Financial Wisdom office

    Follow up 22 Oct

Sat, 17 Oct

  1. Nilesh Gaonkar · Cold call

    Call back later

    2:34 pm · Advisor One

    Follow up 18 Oct

Wed, 14 Oct

  1. Rotary Club Margao · Event

    Interested

    6:25 pm · Advisor One · Rotary Hall, Margao

    Spoke on retirement planning; 6 cards collected.

Sun, 11 Oct

  1. Goa Tiles Pvt Ltd · Visit

    Not interested

    12:16 pm · Advisor One · Verna Industrial Estate

Potential clients

Everyone met in the field. Status moves automatically as activity is logged; convert when they're ready.

Potential clientHow we metOwnerAddedStatusAction

Vikram Desai

+91 90000 00021

Cold call

Called from the chamber-of-commerce list.

Advisor One14 Sept 2026

Priya Rane

+91 90000 00020

Event

Met at the Margao financial literacy workshop.

Advisor One10 Sept 2026
Sales · Financial Wisdom