Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 74 ; Opp 81 ; Eng 84
Consent
Revenue impact
$1,760 attributed
Initial consultation
Jun 1, 1:31 AMOpportunity: Stage: appointment-set
Consultation request
May 29, 8:12 PMSignal: Prospective client requested an initial consultation.
Customer reply
May 29, 8:12 PMCommunication: Customer engaged with the simulated outreach.
Consultation Opportunity
May 29, 8:12 PMDetected opportunity: Customer requested a consultation (80% confidence)
Sales Opportunity
May 29, 8:12 PMDetected opportunity: A new lead entered the system (64% confidence)
Website intake
May 29, 7:12 PMSignal: Prospective client submitted a website intake form.
Referral received
May 29, 6:12 PMSignal: A partner referral opened and clicked the intake follow-up.
Tara Bauer
legal intake
Recent signals
Active opportunity
Initial consultation
Last action
Generated by simulation (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
Initial consultation
Tara Bauer