Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 29 ; Opp 70 ; Eng 42
Consent
Revenue impact
$2,915 attributed, $9,716 at risk
Website intake
May 29, 8:18 PMSignal: Prospective client submitted a website intake form.
Case retainer
May 29, 8:18 PMOpportunity: Stage: dormant
Sales Opportunity
May 29, 8:18 PMDetected opportunity: A new lead entered the system (64% confidence)
Felix Chen
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
Repeated outreach produced no response.
Recovery: Add the customer to a reactivation sequence.
Case retainer
Felix Chen