Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 67 ; Opp 66 ; Eng 72
Consent
Revenue impact
$670 attributed
Insurance verification
May 29, 8:18 PMSignal: Patient opened and clicked an insurance verification reminder.
Treatment plan acceptance
May 29, 8:18 PMOpportunity: Stage: engaged
Sales Opportunity
May 29, 8:18 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Appointment Opportunity
May 29, 8:18 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Overdue cleaning
May 29, 7:18 PMSignal: Patient is overdue for a recall cleaning by several months.
Treatment plan pending
May 29, 6:18 PMSignal: An accepted treatment plan has not yet been scheduled.
Hugo Donovan
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Treatment plan acceptance
Hugo Donovan