Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 57 ; Opp 63 ; Eng 59
Consent
Revenue impact
$57 attributed
Treatment plan pending
May 29, 8:09 PMSignal: An accepted treatment plan has not yet been scheduled.
Customer reply
May 29, 8:09 PMCommunication: Customer engaged with the simulated outreach.
Recall cleaning and exam
May 29, 8:09 PMOpportunity: Stage: engaged
Sales Opportunity
May 29, 8:09 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Insurance verification
May 29, 7:09 PMSignal: Patient opened and clicked an insurance verification reminder.
Missed appointment
May 29, 6:09 PMSignal: Patient missed a scheduled hygiene appointment.
Sofia Petrov
dental
Recent signals
Active opportunity
Recall cleaning and exam
Last action
Generated by simulation (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Recall cleaning and exam
Sofia Petrov