Jordan Romano

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

Vertical

dental

Scores

Intent 54 ; Opp 66 ; Eng 51

Consent

Consent granted

Revenue impact

$618 attributed

Activity timeline1 of 24 events

Filter events

All Business Audit AI and review Workflow Revenue

Human review workflow
Jun 1, 1:31 AM
Workflow run: Outcome: completed (2 executed, 0 blocked)

Jordan Romano

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Insurance verification
Missed appointment
Treatment plan pending

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent54

Opportunity66

Engagement51

Medium priority

Needs Human Review

Workflow runs

Human review workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Assisted

$618

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

45%

Opportunities

Treatment plan acceptance

Jordan Romano

$3,092

Intent score84

Dental desk145d ago

Engaged