Hugo Donovan

Customer intelligence record with a unified activity timeline served from the database.

Vertical

dental

Scores

Intent 67 ; Opp 66 ; Eng 72

Consent

Consent granted

Revenue impact

$670 attributed

Activity timeline2 of 28 events

Filter events

All Business Audit AI and review Workflow Revenue

Schedule Call
May 29, 8:18 PM
Recommendation: Purchase intent is best served by a direct conversation.
Repeated no response
May 29, 8:18 PM
Risk flag: Lowers engagement and slows outreach cadence

Hugo Donovan

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Insurance verification
Overdue cleaning
Treatment plan pending

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent67

Opportunity66

Engagement72

Medium priority

Purchase Intent

Workflow runs

High intent purchase follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Assisted

$670

The workflow made contact but did not yet move the stage.

45%

Opportunities

Treatment plan acceptance

Hugo Donovan

$3,351

Intent score84

Dental desk145d ago

Engaged