Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 63 ; Opp 63 ; Eng 39
Consent
Revenue impact
$136 attributed, $389 at risk
Recall cleaning and exam
Jun 1, 1:30 AMOpportunity: Stage: dormant
Treatment plan pending
May 29, 8:14 PMSignal: An accepted treatment plan has not yet been scheduled.
Sales Opportunity
May 29, 8:14 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Appointment Opportunity
May 29, 8:14 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Overdue cleaning
May 29, 7:14 PMSignal: Patient is overdue for a recall cleaning by several months.
Missed appointment
May 29, 6:14 PMSignal: Patient missed a scheduled hygiene appointment.
Carlos Donovan
dental
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
The workflow moved the opportunity forward.
Missed opportunity
Repeated outreach produced no response.
Recovery: Schedule a follow-up touch on the preferred channel.
Recall cleaning and exam
Carlos Donovan