Last scan 4 minutes ago · 4 agents active
Portal health
74/100
7 deals past their close date with no activity in 14+ days
22 contacts missing primary owner
3 workflows with error rate > 5%
48 properties used by 0 workflows and 0 lists
Acme Corp — $42K deal slipping past close date
No buyer activity for 14 days and the close date has moved twice. Drafting a follow-up task for owner Sarah Chen.
Custom property 'legacy_lead_source' (0 contacts, 0 workflows)
Unused for 280 days. Safe to archive per policy.
jamie@widgetco.com — 0 opens across the last 12 sends
No opens or clicks in 180 days. Moves to the unengaged cohort list; reversed automatically if they engage.
Lisa Park (3 records) → keep newest
Fuzzy-match confidence 0.94. Primary email matches, engagement rolls up cleanly. Re-verified against HubSpot before merge.
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