Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 14 ; Opp 70 ; Eng 58
Consent
Revenue impact
$646 attributed, $2,153 at risk
Referral received
May 29, 8:20 PMSignal: A partner referral opened and clicked the intake follow-up.
Customer reply
May 29, 8:20 PMCommunication: Customer engaged with the simulated outreach.
Initial consultation
May 29, 8:20 PMOpportunity: Stage: dormant
Nina Marsh
legal intake
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
Routing to a human reduced the risk of losing the opportunity.
Missed opportunity
The opportunity is dormant and at risk of being lost.
Recovery: Add the customer to a reactivation sequence.
Initial consultation
Nina Marsh