Lead Entry

First Name*

Last Name*

Phone*

Email*

Account Type

-None- AngelOne Dhan Faircent ICICIDirect Paytm Money Policy Bazaar StoxKart Upstox Zerodha

Lead Source*

-None- Advertisement-Facebook Advertisement-Google Advertisement-Others Advertisement-Telegram Advertisement-Twitter Advertisement-WhatsApp Angel Broking NXT Employee Referral Office Visit Others Paytm CRM Phone Call Referral Telecalling Upstox CRM WATI Zerodha CRM

Referrer Client Id

Referrer Name

Referrer Mobile

Referrer Email

Lead Status*

-None- Account Opened with Other Broker Account Opened with Other Partner Account Opened with Us Attempted to Contact Call Not Picked Contact in Future Contacted In-Progress Junk Lead Lost Lead Not Contacted Not Interested Not Qualified Pre-Qualified

Employee (Lead)*

-None- Ashok Patel Direct Umank Pandey