Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 56 ; Opp 63 ; Eng 54
Consent
Revenue impact
$69 attributed
Overdue cleaning
May 29, 8:03 PMSignal: Patient is overdue for a recall cleaning by several months.
Recall cleaning and exam
May 29, 8:03 PMOpportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:03 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Appointment Opportunity
May 29, 8:03 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Treatment plan pending
May 29, 7:03 PMSignal: An accepted treatment plan has not yet been scheduled.
Ethan Donovan
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
Ethan Donovan