Hearth

Pipeline

Every active lead for Vibe.

Overdue next-action only

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Add a family to the Vibe pipeline.

Guest (prospective resident)

First name *

Last name *

Date of birth

Point of contact

Contact name

Relationship to guest

Phone

Email

Referral & care

Referral type

Referral source (name)

Guest's care level

Family's support level

Pipeline & pricing

Stage

Season

Deposit status

Target move-in date

Monthly rate ($)

Next action

Next action date

Notes

Bring in existing leads from a spreadsheet. Map your columns, then import.

Choose a CSV file

Who has access to Vibe, and their role.

Current members

Name	Email	Role

Pending invites

Email	Role	Invited

Invite someone

They'll get access automatically the moment they sign in with Google — no separate email needed from you.

Edit lead

History

Log a communication