Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 37 ; Opp 81 ; Eng 48
Consent
Revenue impact
$1,750 attributed
Initial consultation booking
Jun 1, 1:31 AMOpportunity: Stage: appointment-set
Intake qualification task
May 30, 10:05 AMCommunication: Human task created for intake specialist to qualify the consultation request.
Legal intake consultation request
May 30, 10:00 AMSignal: Requested a consultation. SMS consent is not yet captured.
Consultation Opportunity
May 30, 10:00 AMDetected opportunity: Customer requested a consultation (80% confidence)
Jordan Mills
legal intake
Recent signals
Active opportunity
Initial consultation booking
Last action
Created human intake task (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
Initial consultation booking
Jordan Mills