Signals
Inbound revenue and risk events
Inbound events that indicate revenue intent or risk. Each signal carries a recommended next action and a consent status.
Treatment plan pending
Linda Delgado via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Estimate submitted
Russell Romano via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Estimate submitted
Lena Ramirez via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Quote requested
Renee Petrov via web-form
Prospect requested an auto and home bundle quote.
Recommended next action
Suggested channel: SMS
Quote requested
Renee Espinoza via web-form
Prospect requested an auto and home bundle quote.
Recommended next action
Suggested channel: SMS
Estimate submitted
Bianca Silva via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Estimate submitted
Lena Thompson via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Quote requested
Hannah Hale via web-form
Prospect requested an auto and home bundle quote.
Recommended next action
Suggested channel: SMS
Quote requested
Diego Espinoza via web-form
Prospect requested an auto and home bundle quote.
Recommended next action
Suggested channel: SMS
Estimate submitted
Maya Marsh via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Treatment plan pending
Lena Chen via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Treatment plan pending
Carlos Donovan via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Quote requested
Sofia Ramirez via web-form
Prospect requested an auto and home bundle quote.
Recommended next action
Suggested channel: SMS
Treatment plan pending
Sofia Petrov via web-form
An accepted treatment plan has not yet been scheduled.
Recommended next action
Suggested channel: Email
Estimate submitted
Andre Nair via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS