Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 14 ; Opp 55 ; Eng 58
Consent
Revenue impact
$557 attributed, $1,114 at risk
Treatment plan acceptance
Jun 1, 1:31 AMOpportunity: Stage: reactivated
Insurance verification
May 29, 8:12 PMSignal: Patient opened and clicked an insurance verification reminder.
Customer reply
May 29, 8:12 PMCommunication: Customer engaged with the simulated outreach.
Lena Thompson
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
A dormant opportunity was reactivated by the workflow.
Missed opportunity
The opportunity is dormant and at risk of being lost.
Recovery: Add the customer to a reactivation sequence.
Treatment plan acceptance
Lena Thompson