Private Duty TX pipeline

Lorraine Apodaca

HCage 83

Inquiry by Monica Maestas (Niece) · Home care · $3,310/mo

Walk-inOwnerDPDale Pruitt
  1. New Inquiry<1d
  2. Contacted<1d so far
  3. In-home Assessment 
  4. Care Plan Sent 
  5. Service Started 

Time in each stage is shown under its name. under 1 day since inquiry.

Activity

  1. Family wants to see the memory care wing

    in 7h

    Dale Pruitt · call

  2. Left voicemail, will try again tomorrow

    in 4h

    Dale Pruitt · call

  3. Texted directions and parking info

    in 3h

    Dale Pruitt · text

  4. Left voicemail, will try again tomorrow

    in 3h

    Dale Pruitt · call

  5. Left voicemail, will try again tomorrow

    in 2h

    Dale Pruitt · call

  6. Moved to Contacted

    just now

    Dale Pruitt · stage

Next step

Share virtual experience link

due Nov 8, 3:22 PM

  • Share virtual experience link

Family contact

Name
Monica Maestas
Relationship
Niece
Email
monica.maestas@example.com
City
Rio Rancho

Wants to stay close to church and grandchildren.