THE ELDER GUIDE CRM
Board
Inbox
⚪
🟢 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
Holly Vaughan
19282029842
Tuesday night text
Call
Text
Note
All
New
Placed
Done