Lena Bauer

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

$1,468 attributed, $4,195 at risk

Activity timeline2 of 28 events

Filter events

All Business Audit AI and review Workflow Revenue

Review Opportunity
May 29, 7:58 PM
Recommendation: A risk flag or review intent requires human review before outreach.
Repeated no response
May 29, 7:58 PM
Risk flag: Lowers engagement and slows outreach cadence

Lena Bauer

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

$1,468

The workflow moved the opportunity forward.

60%

Missed opportunity

Repeated outreach produced no response.

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

$4,195

Medium

Opportunities

Treatment plan acceptance

Lena Bauer

$4,195

Intent score58

Dental desk143d ago

Dormant