Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 40 ; Opp 63 ; Eng 56
Consent
Revenue impact
$110 attributed, $219 at risk
Recall cleaning and exam
Jun 1, 1:31 AMOpportunity: Stage: reactivated
Treatment plan pending
May 29, 8:01 PMSignal: An accepted treatment plan has not yet been scheduled.
Customer reply
May 29, 8:01 PMCommunication: Customer engaged with the simulated outreach.
Sales Opportunity
May 29, 8:01 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Ethan Ramirez
dental
Recent signals
Active opportunity
Recall cleaning and exam
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.
Recall cleaning and exam
Ethan Ramirez