THE ELDER GUIDE CRM
Board
Inbox
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🟢 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?
2026-06-06 13:49 - Outside.
Call
Text
Note
⚪
🟢 NEW
🔵 CONTACTED
🟣 CONSULT
✅ PLACED
⚪ DONE
Zasloff elder guide initial call
18053500059
Voicemail received
Call
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All
New
Placed
Done