Lamesa pipeline

Helen McAllister

MCage 80

Inquiry by Linda McAllister (Son-in-law) · BeeHive Homes of Lamesa · $5,637/mo

Lamesa Care AdvisorsOwnerDPDale Pruitt
  1. New Inquiry1d
  2. Contacted8d
  3. Experience Scheduled6d
  4. Experience Completed9d so far
  5. Assessment 
  6. Deposit / Hold 
  7. Moved In 

Time in each stage is shown under its name. 24 days since inquiry.

Activity

  1. Sent assessment checklist

    9d ago

    Dale Pruitt · email

  2. Moved to Experience Completed

    9d ago

    Dale Pruitt · stage

  3. Experience completed, family liked the dining room

    9d ago

    Dale Pruitt · experience

  4. Prefers a private room, budget around $5k

    13d ago

    Dale Pruitt · note

  5. Moved to Experience Scheduled

    15d ago

    Dale Pruitt · stage

  6. Moved to Contacted

    23d ago

    Dale Pruitt · stage

  7. Daughter is POA, lives in Dallas

    23d ago

    Dale Pruitt · note

Next step

Send pricing sheet and floor plan

due Nov 4, 4:34 PM

Experience held Oct 28, 9:12 AM

  • Send pricing sheet and floor plan

Family contact

Name
Linda McAllister
Relationship
Son-in-law
Phone
(505) 890-4363
Email
linda.mcallister@example.com
City
Lamesa

Mom is still at home alone; family is worried about falls and meals.

Referred by

Lamesa Care Advisors

Ivy Mendez · Office Manager

Placement Agency · 2 referrals YTD · 0 move-ins

Home

BeeHive Homes of Lamesa

Lamesa, TX · Assisted Living

10/12 beds83%

2 open beds · 4 open Resident Journeys competing