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Intrested Customer (Add Detail's)

Lead Convert to Customer

Lead Status

Source of Leads

Select Priority

Customer Phone

Customer Name

Address

City

Whatsapp Number

Select Loan Type

Occupation

B/C Name

Address

Monthly Income

Designation

Car Loan Type

Type

Car Manufacturer

Car Model

Car Number

Previous Loan Bank

IDV Value

Funding

Loan Amount

Pre Bank Loan

Net Disbursed

Old Bank Loan

Tenure

Paid EMIs

Bounce

Required Loan

Offer Loan

Interest Rate

Bank Name

FOR TOPUP

Top Up Amount

Topup Tenure

Topup Rate

Offer Type

Re Payment Type

Co Applicant Name

Add Follow Up

ID	Status	Remarks	Date
1	Open	KRWTA HUDOCS	2025-09-13 12:42:08

Follow-Up Status

Remarks

Schedule Call

Callback Date

Callback Time

Follow Up's

ID	Staff ID	Staff Name	Staff Bank	Status	Remarks	Date
1	1556	SAROJ RAJPUT	IDFC FIRST BANK LTD	Open	KRWTA HUDOCS	2025-09-13 12:42:08
2	1556	SAROJ RAJPUT	IDFC FIRST BANK LTD	Open	NEXT MONTH CLOSE KKKKRWA K KRTA HU	2025-08-11 11:07:58
3	1556	SAROJ RAJPUT	IDFC FIRST BANK LTD	Open	CB MONDAy	2025-08-08 03:42:42
4	1556	SAROJ RAJPUT	IDFC FIRST BANK LTD	Open	NA	2025-08-07 11:23:26
5	1556	SAROJ RAJPUT	IDFC FIRST BANK LTD	Open	KAL NIKLWATA HU MAM AJ NIKLWA NI PYA LOAN STMENT	2025-08-06 06:18:52
6	1556	SAROJ RAJPUT	IDFC FIRST BANK LTD	Open	CIBIL OK /// KRTA HU DOCS	2025-08-05 05:57:09

Assigned Staff

Assigned Staff	Assigned By	Assigned At