| # | Type | Description | Status | Followup Date & Time | Next Followup Date & Time |
|---|---|---|---|---|---|
| 1 | Call | Call disconnected in mid conversation | Cold | 01/10/2024 14:21:13 | 12/10/2024 |
| 2 | Call | Again said- will check the portfolio and will revert you | Cold | 23/09/2024 16:15:09 | 27/09/2024 |
| 3 | Chat | Client said- Busy, will talk on w/s. Shared portfolio, he said- will check and revert you | Cold | 20/09/2024 12:30:23 | 21/09/2024 |
| 4 | Call | Client said- shared company portfolio, will contact after reviewing | Cold | 19/09/2024 12:43:47 | 20/09/2024 |