🔔
AK
Arun KumarAdmin User · Demo
UGNA Backend Prototype

Rajesh Kumar / ABC Traders

Lead LD-261082 · Working Capital opportunity

1
New
2
Attempted
3
Connected
4
Interested
5
Qualified
6
Proposal
7
Negotiation
8
Converted

Lead & Business Details

Qualification information

LD-261082
High
98XXXXXX21
98XXXXXX21
rajesh@demo.example
ABC Traders
Google Ads · Working Capital Campaign
Rahul Mehta

Activity Timeline

Calls, status, notes and source history

Status changed to Qualified

Turnover ₹2.8 Cr; requirement ₹35L working capital.

Call connected · 06:42

Customer shared current bank limit and requested proposal.

Lead assigned to Rahul

Auto-assigned by service rule.

Lead received from Google Ads

Landing page: /loans/working-capital.html

Opportunity

Active sales opportunity

ServiceWorking Capital
Requirement₹35,00,000
Expected Fee₹35,000
Probability70%
Next Follow-upToday 4:00 PM

Quick Actions