Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 41 ; Opp 63 ; Eng 33
Consent
Revenue impact
$119 attributed, $339 at risk
Recall cleaning and exam
Jun 1, 1:31 AMOpportunity: Stage: dormant
Missed appointment
May 29, 8:07 PMSignal: Patient missed a scheduled hygiene appointment.
Sales Opportunity
May 29, 8:07 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Treatment plan pending
May 29, 7:07 PMSignal: An accepted treatment plan has not yet been scheduled.
Grace Espinoza
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
Grace Espinoza