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Prototype with mock data. Nothing here saves.

Pipeline

Santa Fe/White Rock · New Mexico North

Open Resident Journeys
5
$28,999/mo in pipeline
Experiences this week
0
Overdue next steps
3
Move-ins (all time)
8
New Inquiry 2
$12,138/mo
Walter Trujillo
Kevin Benally · Son
MC
Facebook
Santa Fe Memory Care$5,855/mo
Check in with daughter after family meetingNov 9
MOupdated Nov 4
Beatrice Carver
Denise Carver · Daughter-in-law
MC
Santa Fe General Hospital
White Rock$6,283/mo
Confirm move-in date with house managerNov 5
ABupdated Nov 2
Contacted 2
$10,325/mo
Gloria Benally
Amy Benally · Granddaughter
AL
Google Business Profile
White Rock$5,590/mo
Call back to confirm experience timeNov 3
ABupdated Nov 4
Yolanda Fulton
Christina Fulton · Son
AL
Phone (MACC)
White Rock$4,735/mo
Share virtual experience linkNov 12
MOupdated Nov 3
Experience Scheduled 0
Empty
Experience Completed 0
Empty
Assessment 1
$6,536/mo
Clarence McAllister
Jeff McAllister · Daughter-in-law
MC
Google Business Profile
Santa Fe Memory Care$6,536/mo
Call back to confirm experience timeNov 4
ABupdated Nov 5
Deposit / Hold 0
Empty
Moved In 8
$45,984/mo
Raymond Salazar
Karen Salazar · Daughter
MC
Santa Fe Memory Care$6,062/mo
MOupdated Oct 31
Consuelo Gallegos
Eric Gallegos · Daughter
MC
White Rock$6,020/mo
ABupdated Oct 8
Evelyn Salazar
Joe Salazar · Niece
MC
Santa Fe Memory Care$5,373/mo
MOupdated Sep 30
Helen Romero
Rick Trujillo · Son
MC
White Rock$6,311/mo
ABupdated Aug 1
+4 more