Carlos Donovan

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

Vertical

dental

Scores

Intent 63 ; Opp 63 ; Eng 39

Consent

Consent granted

Revenue impact

$136 attributed, $389 at risk

Activity timeline2 of 33 events

Filter events

All Business Audit AI and review Workflow Revenue

Review Opportunity
May 29, 8:14 PM
Recommendation: A risk flag or review intent requires human review before outreach.
Repeated no response
May 29, 8:14 PM
Risk flag: Lowers engagement and slows outreach cadence

Carlos Donovan

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Treatment plan pending
Overdue cleaning
Missed appointment

Active opportunity

None

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent63

Opportunity63

Engagement39

Medium priority

Needs Human Review

Workflow runs

Human review workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Influenced

$136

The workflow moved the opportunity forward.

60%

Missed opportunity

Repeated outreach produced no response.

Recovery: Schedule a follow-up touch on the preferred channel.

$389

Medium

Opportunities

Recall cleaning and exam

Carlos Donovan

$389

Intent score84

Dental desk143d ago

Dormant