Hearth

Pipeline

Every active lead for Vibe.

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New lead

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

Next action date

Notes

History

Log a communication