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Leads Management is available on the MoeGo B-side (Web) for users enrolled in the new client profile.

Leads Management in MoeGo helps you organize, track, and follow up with potential customers before they become official clients. It gives your team a structured workflow to manage inquiries from first contact to first appointment.

This page provides a detailed introduction on what a lead is, how Leads Management works in MoeGo, and why it matters for your business.

Leads Management Overview

What is a Lead?

A lead is a potential customer who has shown interest in your business but has not yet booked an appointment or made a purchase.

Leads can come from many sources, such as:

  • Online Booking inquiries
  • Intake form submissions
  • Phone calls or voicemails
  • Text messages
  • Walk-in or manual entries created by staff

Unlike full clients, leads may still be gathering information, comparing providers, asking questions, or waiting for follow‑up.

Why Use Leads Management?

Before Leads Management

After Leads Management

  • New inquiries were immediately turned into client profiles

  • No structured way to track where each inquiry stood

  • Harder for front desks to prioritize follow-up

  • No visibility into which leads convert and which get lost

  • Incoming inquiries stay organized as leads until ready

  • Clear pipeline stages show what needs attention

  • Team members can assign tasks and track progress

  • Better visibility improves conversion rates and customer experience

  • Advanced users can analyze lead quality and marketing performance

Who is eligible?

  • All MoeGo plans include the basic Leads Management features.
  • The following advanced features are available on the Ultimate Plan: 🌟 :
    • Custom lead fields
    • Kanban view
    • Google Ads integration & reporting

Set Up Leads Management

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Step 1: Enable Leads Management

Leads Management can be turned on or off based on your business workflow. To access the setting: Client Management > Leads > Settings

When Enabled

When Disabled

  • New inquiries from all supported channels may become leads instead of clients.

  • The Leads Dashboard becomes available.

  • You can view, update, and track leads through lifecycle stages.

  • Task management, activity history, and follow-up tools become available.

  • Incoming inquiries follow your previous behavior (e.g., auto-create client profiles where applicable).

  • "Add lead" option is hidden so you cannot manually create leads.

  • Existing Leads remain accessible, including editing, deleting, or converting existing Leads.

Step 2: Review Role Permissions

Permissions determine which staff can access and manage leads.

Navigate to: Settings > Staff & Permissions > Leads Management

Step 3: Customize Lifecycle/Action Status/Channel

  • Lifecycle stages define the journey a lead goes through.Go to: Settings > Customers & Pets > Leads > Lifecycle > Create new.
  • Statuses describe what you’ve done or what needs to happen next. Go to: Settings > Customers & Pets > Leads > Action Status > Create new.
  • Custom channels allow you to add and track your own lead sources. You can see exactly where each lead is coming from. Go to: Settings > Customers & Pets > Leads > Channel > Create new.

Step 4: Custom Lead Fields (Ultimate Plan🌟 )

If you’re on the Ultimate Plan, you can create additional fields tailored to your business. Custom fields appear in the Lead Details panel and can be used for filtering in the dashboard.

Find them under: Settings > Customers & Pets > Fields Management.

Add new to fill out the field details:

  • Field name
  • Property type — Short text, Long text, Single-select dropdown, Multi-select dropdown, Date & Time
  • Required — choose to force staff to complete this field
  • Placeholder — guide your staff with hints
  • Default value — pre-filled answer option

Use the Leads Dashboard

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The Leads Dashboard provides a complete picture of all your leads. Access the dashboard via Main menu > Customer center > Leads Management.

Filters

Filters help you narrow down the leads you want to focus on. You can filter by:

Filter Category

Description

Referral Source

The referral source where the lead was captured (e.g., Google Ads, Meta Ads, ect).

Channel

The channel where the lead was captured (e.g., Call in, Online Booking, Intake Form, Text in, Customized channels).

Lifecycle

Filter by lead lifecycle stage (e.g., Lead, Opportunity, Closed, Trash).

Action Status

Filter by engagement status, such as Connected, Unanswered, or Pending Follow-up.

Created Date

Filter by when the lead was created.

Agent

Filter by the team member assigned to the lead.

Tasks

Filter based on task status:

• Pending tasks > 0 – leads that have at least one open task.

• Pending tasks = 0 – leads with all tasks completed.

Custom Fields

Filter using any custom fields created by the business.

List View

The List provides a clear, tabular overview of all leads, making it easy to scan key details quickly.

  • Source: Customize referral sources under Settings > Clients & Pets > Referral Source.
  • Life cycle:
    • Lead: New contact (has phone number but no appointment).
    • Opportunity: High-potential lead likely to convert.
    • Trash: Inactive or disqualified leads.
  • Action Status: Tracks the outcome of interactions (e.g., First Reservation, Tour completed, CSR Follow-up).

Default Views

Each view combines selected filters for easy access to frequently used data sets.

View Name

Filter Criteria

Today’s New Leads

Created Date = Today

Unassigned Leads

Agent = Empty

Leads with Pending Tasks

Task ≠ Empty

Assigned to Me

Agent = Current Account

Custom Views

You can also create and save personalized views using your own filter combinations. Click on the + button to create your own views.

Kanban View

The Kanban View visually categorizes leads by Action Status for better pipeline management. It improves the flow efficiency by providing a clear visual representation of lead progression.

  • Go to Leads management to view by Kanban.
    • Each column represents a lifecycle stage
    • Each card represents a lead.
    • Drag a card from one column to another to update its lifecycle stage.
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Create & Convert Leads

Leads can be added to MoeGo in several ways, depending on your workflow.

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Automatically from supported channels

Automatic creation helps reduce manual work and ensures every inquiry is captured. MoeGo can automatically create a lead when someone contacts you from:

  • Online Booking (booking inquiry)
  • Intake Forms (new submissions)
  • Phone calls
  • Text messages (SMS)
  • Custom channels — You can add and track your own lead sources, such as website widgets, social media links, or promotional campaigns, to understand exactly where each lead came from.

🔍 Note: Behavior may vary depending on your Leads Management settings. If Leads is disabled, some channels may still create client profiles instead.

Manually Add Lead

It ensures all potential customers are captured, even from offline interactions. You or your staff can add a new lead directly.

Go to Customer Center > Leads Management > Add lead.

What you must enter when creating a lead:

  • Phone number
  • Lifecycle
  • Preferred business
  • Any other custom fields required

Duplicate number check

This helps prevent accidental duplicate profiles. If a phone number already exists in MoeGo:

  • The system will alert you
  • You can review existing leads/clients
  • You can choose to continue or open the existing profile

Convert Leads To Clients

A lead becomes a client when they meaningfully engage with your business.

Automatic Conversion:

MoeGo automatically prompts you when a lead should convert. Leads convert when they:

  • Book their first appointment
  • Purchase a package or membership
  • Complete a transaction

Manual Conversion:

Go to the leads dashboard and turn a lead into a client with one click.

  • Click < Convert > and assign a Preferred Business (mandatory field).
  • Converted leads move to the Clients & Pets list and are removed from the Leads Dashboard.

💡 Note: Click on < Options > to review convert history!

Lead Interaction Panel (Details, Tasks & Interactions)

This is where you can centralize communication history, improving follow-up accuracy and customer service.

Click any lead record to open the Interaction Panel, which tracks all engagements chronologically.

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Lead Information

  • Log calls, send SMS, create notes, and assign tasks.
  • View and update lead details (contact info, pets, lifecycle, status).

Activities & History

It provides full context on lead engagement, helping staff personalize follow-ups. Switch between tabs to:

  • Send individual messages
  • Log calls
  • Add notes
  • Review historical interactions

Task Management

It ensures no lead is forgotten, improving team accountability and conversion rates.

  • Add Task: Assign tasks (e.g., follow-up call) with due dates and responsible agents.
  • Complete Task: Mark tasks as done; completed tasks are logged in history.

Leads Communication 

Send mass email/sms to leads

You can also send mass emails or mass messages to leads. Simply checking on leads' names to see the floating button and send!

Send Individual Messages/Emails

You can send an SMS or email directly from any lead’s profile.

Go to Customer Center > Leads management > Leads > Open a lead > Message/ email.

Make Phone Call

You can also make a phone call to the lead and log calling notes.

Go to Customer Center > Leads management > Leads > Open a lead > Log call.

Activity Timeline Logging

Every message (inbound or outbound) appears in the lead’s activity timeline.

Frequently Asked Questions

Q: Can I import existing leads?

A: No. Currently, manual entry is required. Bulk import is a planned feature.

Q: What number is used for SMS/calls to leads?

A: Your MoeGo business number (same as regular messaging).

Q: Where are SMS records stored?

A: Both in Lead History and Message Center. Click  < View Detail > to jump to the Message Center.