THE ELDER GUIDE CRM

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🟢 New 1 🔵 Contacted 1 🟣 Consult 0 ✅ Placed 0 ⚪ Done 4 All 6
Tuesday, June 30
The Johnson Family - FAKE3
8055551234
📝 Holly’s Note
Aunt is a butch
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Tuesday, June 30
Known Family 99
18055559999
📝 Holly’s Note
1st note here
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Tuesday, June 30
Robert Davis
8185559988
📝 Holly’s Note
Outside.
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Wednesday, July 1
Zasloff elder guide initial call
18053500059
📝 Holly’s Note
No note yet. Tap here to add Holly’s next step.
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Holly’s Note

Family
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