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.
Email engagement
Priya Nair via email
Opened recall reminder twice and clicked the scheduling link.
Recommended next action
Suggested channel: Email
Dental recall opportunity
Priya Nair via third-party
Cleaning overdue by 7 months with an unscheduled treatment plan.
Recommended next action
Suggested channel: Email