Opportunities Export Preview

Preview of the original 67-opportunity GHL export reviewed for patient-type classification. Showing the first 120 rows for browser-friendly viewing.

/Users/melgarliannaageno/Downloads/opportunities (7).csv
Open original file
Opportunity nameContact NamephoneemailpipelinestageLead ValuesourceassignedCreated onUpdated onlost reason IDlost reason nameFollowersNotestagsEngagement scorestatusExpected Close DateForecast ProbabilityForecast Slippage CountForecast Slippage (Days)🎯 Call Quality🔥 Lead Status📅 Wants Appointment?⚡ Urgency👤 Patient Type🤖 AI Confidence🦷 Interested In💰 Price Objection🏢 Mentioned CompetitorCall SummaryOpportunity Patient TypeOpportunity Mentioned CompetitorOpportunity Call QualityOpportunity Interested InOpportunity Price ObjectionOpportunity UrgencyOpportunity Lead StatusOpportunity Wants AppointmentOpportunity Ai ConfidenceCall Analyzed AtOpportunity IDContact IDPipeline Stage IDPipeline IDDays since last stage change Days since last status change Days since last update
Unknown Unknown - appointment requestUnknown Unknown+61461177770Darch Dental PipelineNew Lead02026-05-30T03:56:52.164Z2026-07-13T08:44:07.519ZAI call analysis
Analysed at: 2026-05-30T03:56:51.673Z
Summary: Caller sought same-day availability; Dutch Dental Center was fully booked; earliest opening Tuesday 04:30; caller reports chipped tooth and old filling issue; mentioned LifeCare Dental as a competitor; asked for alternatives or options.
Lead category: warm_lead
Quality score: 8/10
Appointment intent: yes
Patient type: new_patient
Urgency: urgent
Treatment interest: emergency
Price concern: unknown
Competitor mentioned: yes
AI confidence: 86
Review needed: no
Review reason: none
,ai call analysed,0,open,,,,,8,🌡️ Warm Lead,✅ Yes - Ready to Book,⚠️ Urgent (Days),🆕 New Patient,86,🚨 Emergency Treatment,No,Yes,Caller sought same-day availability; Dutch Dental Center was fully booked; earliest opening Tuesday 04:30; caller reports chipped tooth and old filling issue; mentioned LifeCare Dental as a competitor; asked for alternatives or options.,,,,,,,,,,2026-05-30T03:56:51.673Z,5mGF0KRZtO0labZGy9Kd,N9AK9xsjEbmnoSt2oaAF,f5184256-ba7d-4122-9dda-cc6f78cfbf92,ovXEINpRjxHiJ8vBLbvQ,44 Days ,44 Days , Today
Ivan Medard - Appointment RequestIvan Medard+61410520081inm1967@bigpond.comDarch Dental PipelineNew Lead500Google Ads2026-05-30T00:27:01.163Z2026-05-30T00:27:01.163Z0openobF8vL6NtcaRxfYQm5GaA5wODmniD97QsEhTBrwjf5184256-ba7d-4122-9dda-cc6f78cfbf92ovXEINpRjxHiJ8vBLbvQ44 Days 44 Days 44 Days
Rahul Unknown - Crown re-cement pricingRahul Unknown+61423782340Darch Dental PipelineNew Lead02026-05-30T00:09:26.020Z2026-05-30T00:09:26.568ZAI call analysis
Analysed at: 2026-05-30T00:09:25.490Z
Summary: Rahul (new patient) asked for the cost to re-cement a crown that had come off; wanted to discuss pricing with the dentist. No appointment booked yet; dentist will be consulted and a return call planned within an hour.
Lead category: warm_lead
Quality score: 8/10
Appointment intent: maybe
Patient type: new_patient
Urgency: routine
Treatment interest: other
Price concern: high
Competitor mentioned: no
AI confidence: 92
Review needed: no
Review reason: none
,ai call analysed,0,open,,,,,8,🌡️ Warm Lead,🤔 Maybe - Needs Follow-up,📆 Routine,🆕 New Patient,92,📋 Other Services,Yes,No,Rahul (new patient) asked for the cost to re-cement a crown that had come off; wanted to discuss pricing with the dentist. No appointment booked yet; dentist will be consulted and a return call planned within an hour.,,,,,,,,,,2026-05-30T00:09:25.490Z,i3ysbLpNtHzBZ9mM8l9P,Ssy4CnVuHA0tlGx0WwAc,f5184256-ba7d-4122-9dda-cc6f78cfbf92,ovXEINpRjxHiJ8vBLbvQ,44 Days ,44 Days ,44 Days
Unknown Unknown - Cosmetic tooth trim discussed during cleaningUnknown+61449700954Darch Dental PipelineNew Lead02026-05-28T03:28:24.135Z2026-05-28T03:28:24.671ZAI call analysis
Analysed at: 2026-05-28T03:28:23.608Z
Summary: Existing patient due for routine cleaning; asked about trimming front teeth for cosmetic reasons and whether it can be discussed/started during a cleaning. Dentist will assess and provide a treatment plan and quote after examination. They indicated intent to book a cleaning.
Lead category: existing_patient
Quality score: 9/10
Appointment intent: yes
Patient type: existing_patient
Urgency: routine
Treatment interest: routine_checkup cosmetic
Price concern: unknown
Competitor mentioned: no
AI confidence: 88
Review needed: no
Review reason: none
,ai call analysed,0,open,,,,,9,✅ Existing Patient,✅ Yes - Ready to Book,📆 Routine,🔁 Existing Patient,88,🧹 Routine Checkup/Clean✨ Cosmetic Dentistry,No,No,Existing patient due for routine cleaning; asked about trimming front teeth for cosmetic reasons and whether it can be discussed/started during a cleaning. Dentist will assess and provide a treatment plan and quote after examination. They indicated intent to book a cleaning.,,,,,,,,,,2026-05-28T03:28:23.608Z,nlOrPntXY879ocKz6Nmo,SDTkGhNRrqAevFL9yUAp,f5184256-ba7d-4122-9dda-cc6f78cfbf92,ovXEINpRjxHiJ8vBLbvQ,46 Days ,46 Days ,46 Days
Sam Unknown - reschedule 12:10 appointmentSam Unknown+61478707420Darch Dental PipelineNew Lead02026-05-27T02:36:32.194Z2026-05-27T03:18:04.752ZAI call analysis
Analysed at: 2026-07-06T04:16:15.439Z
Opportunity context: Sam - medical certificate request
Summary: Caller Sam an existing patient called to request a medical certificate for Saturday and Monday related to a past appointment. No new appointment or treatment interest was expressed.
Lead category: existing_patient
Quality score: 3/10
Appointment intent: no
Patient type: existing_patient
Urgency: routine
Treatment interest: other
Price concern: unknown
Competitor mentioned: no
AI confidence: 90
Review needed: no
Review reason: none
AI call analysis
Analysed at: 2026-05-27T03:18:03.772Z
Summary: Caller Sam (existing patient) requested to reschedule the 12:10 appointment. After checking availability next week Thursday (June 4) at 11:30 was booked. Cancellation policy was waived due to prior booking to avoid issues. Appointment confirmed for next Thursday.
Lead category: existing_patient
Quality score: 9/10
Appointment intent: yes
Patient type: existing_patient
Urgency: routine
Treatment interest: other
Price concern: unknown
Competitor mentioned: no
AI confidence: 92
Review needed: no
Review reason: none
AI call analysis
Analysed at: 2026-05-27T02:36:31.182Z
Summary: Caller Sam (Samuel) has an existing appointment tomorrow at 12:10 and asks to reschedule to later in the day. The agent provides next available options: Thursday at 01:50 Friday at 1:00 PM and mentions today at 5 PM. Sam asks to call back and to keep the tomorrow slot for now; no final booking confirmed.
Lead category: existing_patient
Quality score: 7/10
Appointment intent: maybe
Patient type: existing_patient
Urgency: routine
Treatment interest: other
Price concern: unknown
Competitor mentioned: no
AI confidence: 92
Review needed: no
Review reason: none
,ai call analysed,0,open,,,,,9,✅ Existing Patient,✅ Yes - Ready to Book,📆 Routine,🔁 Existing Patient,92,📋 Other Services,No,No,Caller Sam (existing patient) requested to reschedule the 12:10 appointment. After checking availability next week Thursday (June 4) at 11:30 was booked. Cancellation policy was waived due to prior booking to avoid issues. Appointment confirmed for next Thursday.,,,,,,,,,,2026-05-27T03:18:03.772Z,hKDjlaSPgCXqI877ZVKp,0v5jJBMc7jYNFPT1RF68,f5184256-ba7d-4122-9dda-cc6f78cfbf92,ovXEINpRjxHiJ8vBLbvQ,47 Days ,47 Days ,47 Days
Leanne Lynn - Reschedule Jody's appointmentsLeanne Lynn+61407795539Darch Dental PipelineNew Lead02026-05-26T01:15:55.128Z2026-05-26T01:15:55.690ZAI call analysis
Analysed at: 2026-05-26T01:15:54.617Z
Summary: Leanne Lynn Jody's mom confirms two existing bookings for Jody (fillings on June 23 and extractions the following week) and requests alternative dates. Proposes Thursday July 2 at 04:30; open to another slot in the week if needed. Will text the date and plans to pick up a prescription after returning from England.
Lead category: existing_patient
Quality score: 9/10
Appointment intent: yes
Patient type: existing_patient
Urgency: routine
Treatment interest: other
Price concern: unknown
Competitor mentioned: no
AI confidence: 88
Review needed: no
Review reason: none
,ai call analysed,0,open,,,,,9,✅ Existing Patient,✅ Yes - Ready to Book,📆 Routine,🔁 Existing Patient,88,📋 Other Services,No,No,Leanne Lynn Jody's mom confirms two existing bookings for Jody (fillings on June 23 and extractions the following week) and requests alternative dates. Proposes Thursday July 2 at 04:30; open to another slot in the week if needed. Will text the date and plans to pick up a prescription after returning from England.,,,,,,,,,,2026-05-26T01:15:54.617Z,2weZKibyQi3oIQyDoKQk,AxvXBXKRVymY3Um0zE1o,f5184256-ba7d-4122-9dda-cc6f78cfbf92,ovXEINpRjxHiJ8vBLbvQ,48 Days ,48 Days ,48 Days
Autumn Ang - Appointment RequestAutumn Ang+61430032137fionaleenae@gmail.comDarch Dental PipelineNew Lead500Google Ads2026-05-25T08:13:04.623Z2026-05-25T08:13:04.623Z0openlZqwX2SHtHby6Bj2guSMK9Cvbse003WMNTRVywgWf5184256-ba7d-4122-9dda-cc6f78cfbf92ovXEINpRjxHiJ8vBLbvQ49 Days 49 Days 49 Days
Daniel Bischof - Appointment RequestDaniel Bischof+61419944741danb_56@hotmail.comDarch Dental PipelineNew Lead500Google Ads2026-05-25T03:00:47.262Z2026-05-25T03:00:47.262Z0open2jbDiwTC71ziVlBsJIYU2XnEL6cepvrUThN1nmsaf5184256-ba7d-4122-9dda-cc6f78cfbf92ovXEINpRjxHiJ8vBLbvQ49 Days 49 Days 49 Days
🗓 Jesse Kirkman - cancel appointmentJesse Kirkman+61497282579Darch Dental PipelineNew Lead02026-05-21T04:37:04.305Z2026-05-21T04:37:04.844ZAI call analysis
Analysed at: 2026-05-21T04:37:03.535Z
Summary: Jesse Kirkman called to cancel an appointment scheduled for tomorrow at 09:30 due to double booking. The receptionist (Anna) cancelled the slot and mentioned checking availabilities online; Jesse indicated they would call back to confirm or reschedule if needed.
Lead category: existing_patient
Quality score: 6/10
Appointment intent: maybe
Patient type: existing_patient
Urgency: routine
Treatment interest: other
Price concern: unknown
Competitor mentioned: no
AI confidence: 92
Review needed: no