Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 52 ; Opp 66 ; Eng 74
Consent
Revenue impact
$1,331 attributed
Treatment plan acceptance
Jun 1, 1:31 AMOpportunity: Stage: engaged
Treatment plan pending
May 29, 8:20 PMSignal: An accepted treatment plan has not yet been scheduled.
Customer reply
May 29, 8:20 PMCommunication: Customer engaged with the simulated outreach.
Sales Opportunity
May 29, 8:20 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Insurance verification
May 29, 7:20 PMSignal: Patient opened and clicked an insurance verification reminder.
Linda Delgado
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
The workflow moved the opportunity forward.
Treatment plan acceptance
Linda Delgado