Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 41 ; Opp 70 ; Eng 60
Consent
Revenue impact
$467 attributed
Website intake
May 29, 8:11 PMSignal: Prospective client submitted a website intake form.
Initial consultation
May 29, 8:11 PMOpportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:11 PMDetected opportunity: A new lead entered the system (64% confidence)
Referral received
May 29, 7:11 PMSignal: A partner referral opened and clicked the intake follow-up.
Hannah Marsh
legal intake
Recent signals
Active opportunity
Initial consultation
Last action
Generated by simulation (145d ago)
Attribution
Routing to a human reduced the risk of losing the opportunity.
Initial consultation
Hannah Marsh