Curtis Frost

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

Vertical

dental

Scores

Intent 26 ; Opp 55 ; Eng 23

Consent

Consent granted

Revenue impact

$91 attributed, $260 at risk

Activity timeline1 of 27 events

Filter events

All Business Audit AI and review Workflow Revenue

Human review workflow
Jun 1, 1:30 AM
Workflow run: Outcome: completed (2 executed, 0 blocked)

Curtis Frost

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Overdue cleaning
Missed appointment

Active opportunity

None

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent26

Opportunity55

Engagement23

Low priority

Needs Human Review

Workflow runs

Human review workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Influenced

$91

The workflow moved the opportunity forward.

60%

Missed opportunity

Repeated outreach produced no response.

Recovery: Schedule a follow-up touch on the preferred channel.

$260

Medium

Opportunities

Recall cleaning and exam

Curtis Frost

$260

Intent score58

Dental desk143d ago

Dormant