THE ELDER GUIDE CRM

Board
📥 Inbox
🟢 New 1 🔵 Contacted 1 🟣 Consult 0 ✅ Placed 0 ⚪ Done 3 All 5
Today at 9:34 AM
Zasloff elder guide initial call
18053500059
📝 Holly’s Note
No note yet. Tap here to add Holly’s next step.
☎ Call 💬 Text
Today at 8:27 AM
Known Family 99
18055559999
📝 Holly’s Note
1st note here
☎ Call 💬 Text
Today at 8:27 AM
Robert Davis
8185559988
📝 Holly’s Note
Outside.
☎ Call 💬 Text

Holly’s Note

Family
Saved ✓