Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 37 ; Opp 55 ; Eng 41
Consent
Revenue impact
$1,045 attributed, $2,985 at risk
Treatment plan acceptance
Jun 1, 1:30 AMOpportunity: Stage: dormant
Insurance verification
May 29, 7:59 PMSignal: Patient opened and clicked an insurance verification reminder.
Appointment Opportunity
May 29, 7:59 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Overdue cleaning
May 29, 6:59 PMSignal: Patient is overdue for a recall cleaning by several months.
Missed appointment
May 29, 5:59 PMSignal: Patient missed a scheduled hygiene appointment.
Andre Nair
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.
Treatment plan acceptance
Andre Nair