Customer signals

Inbound events that indicate revenue intent or risk. Each signal carries a recommended next action and a consent status.

new lead43estimate request39service due32recall opportunity31missed call25email engagement25appointment cancellation15consultation request10

Sort

Most recent Priority

Signal type

All New lead Missed call Service due Recall Estimate Consultation Appointment cancel Email

Priority

All Critical High Medium Low

Vertical

All Automotive Dental Home services Legal intake Insurance Medical

Showing 15 of 38 signalsClear filters

Estimate submitted

Priya Petrov via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent granted

145d ago

Quote requested

Felix Park via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Quote requested

Paloma Silva via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Estimate submitted

Maya Whitaker via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent granted

145d ago

Estimate submitted

Denise Vasquez via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent revoked

145d ago

Estimate submitted

Wesley Espinoza via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent granted

145d ago

Treatment plan pending

Ethan Ramirez via web-form

High

An accepted treatment plan has not yet been scheduled.

Recommended next action

Recall reminder

Suggested channel: Email

Consent granted

145d ago

Quote requested

Tara Okafor via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Estimate submitted

Avery Khan via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent granted

145d ago

Quote requested

Priya Chen via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Estimate submitted

Sofia Reyes via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent revoked

145d ago

Estimate submitted

Omar Bauer via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent granted

145d ago

Estimate submitted

Linda Mills via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent granted

145d ago

Treatment plan pending

Grace Espinoza via web-form

High

An accepted treatment plan has not yet been scheduled.

Recommended next action

Recall reminder

Suggested channel: Email

Consent granted

145d ago

Estimate submitted

Yusuf Castillo via web-form

High

Homeowner requested an estimate for a central air replacement.

Recommended next action

Estimate scheduling

Suggested channel: SMS

Consent granted

145d ago