Andrews pipeline

Manuel Lucero

MCage 87

Inquiry by Laura Lucero (Daughter) · BeeHive Homes of Andrews · $5,547/mo

Andrews Hospice & Palliative CareOwnerDPDale Pruitt
  1. New Inquiry1d
  2. Contacted4d
  3. Experience Scheduled12d so far
  4. Experience Completed 
  5. Assessment 
  6. Deposit / Hold 
  7. Moved In 

Time in each stage is shown under its name. 17 days since inquiry.

Activity

  1. Family wants to see the memory care wing

    3d ago

    Dale Pruitt · call

  2. Sent welcome packet and pricing

    9d ago

    Dale Pruitt · email

  3. Spoke with daughter, reviewing pricing with siblings

    9d ago

    Dale Pruitt · call

  4. Answered questions about medication management

    10d ago

    Dale Pruitt · call

  5. Moved to Experience Scheduled

    12d ago

    Dale Pruitt · stage

  6. Family wants to see the memory care wing

    15d ago

    Dale Pruitt · call

  7. Moved to Contacted

    16d ago

    Dale Pruitt · stage

Next step

Share virtual experience link

due Nov 7, 12:32 PM

Experience scheduled Nov 8, 1:37 PM

  • Share virtual experience link

Family contact

Name
Laura Lucero
Relationship
Daughter
Phone
(505) 993-5640
Email
laura.lucero@example.com
City
Andrews

Comparing two communities, price sensitive, long-term care insurance in place.

Referred by

Andrews Hospice & Palliative Care

Elena Tafoya · Discharge Planner

Hospice · 4 referrals YTD · 2 move-ins

Home

BeeHive Homes of Andrews

Andrews, TX · Assisted Living + Memory Care

14/14 beds100%

0 open beds · 4 open Resident Journeys competing