Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 32 ; Opp 55 ; Eng 56
Consent
Revenue impact
$96 attributed
Your cleaning is overdue
May 30, 11:20 AMCommunication: Hi Priya, it has been a while since your last cleaning. Here is a link to book the next open slot.
Recall cleaning and exam
May 30, 11:20 AMOpportunity: Stage: appointment-set
Email engagement
May 30, 11:10 AMSignal: Opened recall reminder twice and clicked the scheduling link.
Appointment Opportunity
May 30, 11:10 AMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Dental recall opportunity
May 30, 10:50 AMSignal: Cleaning overdue by 7 months with an unscheduled treatment plan.
Treatment plan acceptance
May 27, 1:45 PMOpportunity: Stage: won
Priya Nair
dental
Recent signals
Active opportunity
Recall cleaning and exam
Last action
Drafted recall reminder email (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Recall cleaning and exam
Priya Nair
Treatment plan acceptance
Priya Nair