ABQ/FH/BERN/RR/FH pipeline

Leroy Trujillo

ALage 72

Inquiry by Patty Carver (Power of attorney) · BeeHive Homes of Four Hills · $4,880/mo

Phone (MACC)OwnerMOMarisol Ortega
  1. New Inquiry2d
  2. Contacted9d
  3. Experience Scheduled3d
  4. Experience Completed7d so far
  5. Assessment 
  6. Deposit / Hold 
  7. Moved In 

Time in each stage is shown under its name. 20 days since inquiry.

Activity

  1. Sent assessment checklist

    4d ago

    Marisol Ortega · email

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

    5d ago

    Marisol Ortega · note

  3. Sent assessment checklist

    6d ago

    Marisol Ortega · email

  4. Texted directions and parking info

    10d ago

    Marisol Ortega · text

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

    11d ago

    Marisol Ortega · note

  6. Moved to Experience Completed

    14d ago

    Marisol Ortega · stage

Next step

Check in with daughter after family meeting

due Nov 12, 4:10 PM

Experience held Oct 18, 2:06 PM

  • Check in with daughter after family meeting

Family contact

Name
Patty Carver
Relationship
Power of attorney
Phone
(575) 969-1155
Email
patty.carver@example.com
City
Albuquerque

Family out of state, needs a lot of phone follow-up.

Home

BeeHive Homes of Four Hills

Albuquerque, NM · Assisted Living + Memory Care

16/16 beds100%

0 open beds · 10 open Resident Journeys competing