THE ELDER GUIDE CRM
⚪
🟢 NEW
🔵 CONTACTED
🟣 CONSULT
✅ PLACED
⚪ DONE
Mary Johnson
8055551234
Mom discharged Friday. Needs care options quickly.
Notes
6/4 11:49 PM - Hi love
6/6 9:22 AM - Whats u-p Doc?
Call
Text
Note
⚪
🟢 NEW
🔵 CONTACTED
🟣 CONSULT
✅ PLACED
⚪ DONE
Robert Davis
8185559988
3:00 PM consultation about assisted living placement.
Notes
6/4 11:51 PM - Hi love
6/4 11:53 PM - You are Angel c
6/6 9:23 AM - Still working?
Call
Text
Note
All
New
Placed
Done