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Senior Living·Menomonee Falls, WI·capricommunities.com

Capri Senior Communities

ClientSteady61Sales PRPatrickNet 30Client since Oct 5, 2024
Open pipeline
$8,990
Billed this year
$0
Projects
2 · 0 active
Sites
2
Brief· live from this record

Client · Senior Living

Capri Senior Communities has 2 sites and 2 projects with us — 0 active, 2 open bids worth $8,990. Last touch 1d ago: Karen Lindqvist viewed proposal.

61Steady
Health
Steady · 61
Open pipeline
$8,990
Billed this year
$0
Sites
2

Key people

1
  • KL
    Karen LindqvistDecision maker
    Regional Director of Operations
    65

Active work

2
  • 23242Parking lot sealcoat & restripe — Capri Menomonee FallsRFQ · Capri Communities — Menomonee Falls · 2d agoRFQ$0
  • 23222Capri Oconomowoc — memory care corridor repaintProposal sent · Capri Communities — Oconomowoc · 5d agoProposal sent$8,990

Locations2

Capri Communities — Menomonee Falls
N84 W17700 Menomonee Ave, Menomonee Falls WI
ResidentialOwnerCapri Senior Communities
Projects
1
1 open
Assets
0
none yet
Warranties
0
none active
Last 23242 · 2d ago
Capri Communities — Oconomowoc
210 Lisbon Rd, Oconomowoc WI
ResidentialOwnerCapri Senior Communities
Projects
1
1 open
Assets
0
none yet
Warranties
0
none active
Last 23222 · 5d ago

Relationship timeline

calls, emails, texts, notes and site work

Yesterday1

  • Karen Lindqvist viewed proposalClient · 1d ago
    Review page opened from email · 2 min 10 s on page

This week1

  • Follow-up 1 sent to Karen LindqvistSystem · 3d ago
    Program: Proposal follow-up · step 1 of 7 · opened 2× · no reply

Last week2

  • Project 23242 createdPatrick Reilly · Aug 28
    Created from phone call
  • Proposal v1 sent to Karen LindqvistPatrick Reilly · Aug 26
    Via email with Review button · follow-up program enrolled

August1

  • Project 23222 createdPatrick Reilly · Aug 22
    Created from phone call

Relationship

61
Steady
Last touch 1d ago · engagement 65
  • Talked this week

Revenue & margin

sold work to date
Sold · 0 projects$0
Vendor cost$0
Margin$0 · 0%
Open bids$8,990
Billed / paid$0 / $0
0% of sold work billed

About

Category
Senior Living
Terms
Net 30
Tax
Taxable per rule
Salesperson
PRPatrick
Portal
None — email proposals
Phone
—
Website
capricommunities.com
Billing
W134 N8675 Executive Pkwy, Menomonee Falls WI
Tags
senior living

Open tasks

1
  • Call vendors who haven't quoted — 23242
    Today · 9:00 AM23242RFQ follow-up
    MP