Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 40 ; Opp 100 ; Eng 48
Consent
Revenue impact
$3,430 attributed
INFLUENCED attribution
Jun 1, 1:30 AMRevenue: The workflow moved the opportunity forward. Estimated 3430 gross influence.
Email Opened
Jun 1, 1:30 AMOutcome: Email was delivered and engagement is inferred from intent. (45% confidence)
Human Task Created
Jun 1, 1:30 AMOutcome: A human task was created for follow-up. (90% confidence)
Avery Thompson
home services
Recent signals
Active opportunity
Central AC replacement estimate
Last action
Queued estimate scheduling SMS (145d ago)
Attribution
The workflow moved the opportunity forward.
Central AC replacement estimate
Avery Thompson
Spring tune-up offer
Avery Thompson