Hearth

Good morning

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Pipeline

Every active lead for Vibe.

Overdue next-action only

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New lead

Add a family to the Vibe pipeline.

Guest (prospective resident)

First name *

Last name *

Date of birth

Grant opportunity

Opportunity name *

Point of contact

Contact name

Relationship to guest

Phone

Email

Referral & care

Referral type

Referral source

Guest's care level

Family's support level

Funder & grant details

Funder

Grant program

Amount requested ($)

Award amount ($)

Deadline date

Submitted date

Pipeline

Stage

Season

Pricing & move-in

Deposit status

Target move-in date

Monthly rate ($)

Next action

Next action date

Notes

Import leads from CSV

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

Choose a CSV file

Referral sources

Hospitals, agencies, doctors, and others who send families to Vibe.

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Users

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

First name *

Last name *

Date of birth

Opportunity name *

Contact name

Relationship to guest

Phone

Email

Referral type

Referral source

Guest's care level

Family's support level

Funder

Grant program

Amount requested ($)

Award amount ($)

Deadline date

Submitted date

Stage

Season

Deposit status

Target move-in date

Monthly rate ($)

Next action

Next action date

Notes

Outreach

Log a communication

Summarize a note

Dictate, type, or paste rough notes (like a voice-memo transcript). AI cleans them into a summary you can edit, then logs it to the History below. It uses the date set above in "Log a communication."

Your notes

History