Lead Management
All leads sourced across DIY, RM, DSA, dealer, campaign and partner channels
Total leads
8
New
2
Contacted
1
Qualified
1
App started
1
Submitted
1
Rejected
1
Converted
1
| Lead ID | Customer | Product | Loan amount | Source | Assigned to | Created | Next follow-up | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| LD2026001001 | Rahul Sharma 9820045612 · Individual | Personal Loan Salaried PL | ₹ 8,00,000 | DSA | Priya Nair | 28 Jul 2026 | 06 Aug 2026 | Qualified | |
| LD2026001002 | Amrita Deshpande 9930112245 · Individual | Home Loan Home Purchase | ₹ 54,00,000 | Website | Amit Verma | 30 Jul 2026 | 05 Aug 2026 | Application Started | |
| LD2026001003 | Kiran Motors LLP 9845067712 · Non-Individual | Business Loan Working Capital | ₹ 1,25,00,000 | RM | Amit Verma | 22 Jul 2026 | 07 Aug 2026 | Submitted | |
| LD2026001004 | Neha Singh 9711234509 · Individual | Vehicle Loan 4 Wheeler - New | ₹ 9,50,000 | Dealer | Karthik Iyer | 01 Aug 2026 | 05 Aug 2026 | Contacted | |
| LD2026001005 | Priya Nair 9895561230 · Individual | Gold Loan Gold Loan - EMI | ₹ 3,50,000 | Walk-in | Unassigned | 03 Aug 2026 | 05 Aug 2026 | New | |
| LD2026001006 | Sanjay Traders 9822334455 · Non-Individual | Business Loan MSME Loan | ₹ 30,00,000 | Campaign | Priya Nair | 19 Jul 2026 | — | Converted | |
| LD2026001007 | Vikas Chauhan 9873320011 · Individual | Vehicle Loan Commercial Vehicle | ₹ 22,00,000 | OEM | Unassigned | 02 Aug 2026 | 06 Aug 2026 | New | |
| LD2026001008 | Meenakshi Raman 9840012399 · Individual | Home Loan Balance Transfer | ₹ 41,00,000 | Referral | Amit Verma | 25 Jul 2026 | — | Rejected |
- Lead IDLD2026001001Customer
Rahul Sharma
9820045612 · Individual
ProductPersonal Loan
Salaried PL
Loan amount₹ 8,00,000SourceDSAAssigned toPriya NairStatusQualifiedActions - Lead IDLD2026001002Customer
Amrita Deshpande
9930112245 · Individual
ProductHome Loan
Home Purchase
Loan amount₹ 54,00,000SourceWebsiteAssigned toAmit VermaStatusApplication StartedActions - Lead IDLD2026001003Customer
Kiran Motors LLP
9845067712 · Non-Individual
ProductBusiness Loan
Working Capital
Loan amount₹ 1,25,00,000SourceRMAssigned toAmit VermaStatusSubmittedActions - Lead IDLD2026001004Customer
Neha Singh
9711234509 · Individual
ProductVehicle Loan
4 Wheeler - New
Loan amount₹ 9,50,000SourceDealerAssigned toKarthik IyerStatusContactedActions - Lead IDLD2026001005Customer
Priya Nair
9895561230 · Individual
ProductGold Loan
Gold Loan - EMI
Loan amount₹ 3,50,000SourceWalk-inAssigned toUnassignedStatusNewActions - Lead IDLD2026001006Customer
Sanjay Traders
9822334455 · Non-Individual
ProductBusiness Loan
MSME Loan
Loan amount₹ 30,00,000SourceCampaignAssigned toPriya NairStatusConvertedActions - Lead IDLD2026001007Customer
Vikas Chauhan
9873320011 · Individual
ProductVehicle Loan
Commercial Vehicle
Loan amount₹ 22,00,000SourceOEMAssigned toUnassignedStatusNewActions - Lead IDLD2026001008Customer
Meenakshi Raman
9840012399 · Individual
ProductHome Loan
Balance Transfer
Loan amount₹ 41,00,000SourceReferralAssigned toAmit VermaStatusRejectedActions