The Leads Management feature empowers pet service businesses to efficiently capture, organize, and convert potential customers through a unified dashboard. Designed to enhance tracking and follow-ups, this tool provides a way to manage leads across multiple channels, improving conversion rates and customer engagement.
Start using Leads Management today to streamline lead follow-ups, improve visibility into customer interactions, and boost client acquisition!
Leads Dashboard
Access the dashboard via Main menu > Customer center > Leads Management.
List View
The List View provides a clear, tabular overview of all leads, enabling quick tracking and management. It helps prioritize follow-ups and identify high-value leads, reducing missed opportunities.
- 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).
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.
- Drag-and-drop functionality allows seamless status updates.
- Fixed columns (custom sorting coming in future updates).
Convert Lead
Turn a lead into a client with one click. It simplifies client onboarding, ensuring no potential customer slips through the cracks.
- Click < Convert > and assign a Preferred Business (mandatory field).
- Converted leads move to the Clients & Pets list and are removed from the Leads Dashboard.
š” Note: Click on < Options > to review convert history!
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!
Leads Source
System Auto-Capture
MoeGo automatically identifies and captures potential leads from various channels, saving their details to your Leads list:
- Online Booking / Abandoned Booking: Visitors who accessed your booking site but didnāt complete the booking process.
- Intake Form: Individuals who submitted an intake form but donāt yet have a saved client profile.
- If an existing client fills out the intake form using a new phone number, they will also be saved as a lead.
- Phone Calls: Incoming calls from new phone numbers to your MoeGo business line (without a matching client profile) will be logged as leads.
- Messages: First-time messages sent to your MoeGo business line from unknown numbers are saved as new leads.
Manually Add Lead
It ensures all potential customers are captured, even from offline interactions.
- Manually add leads by clicking < Add Lead > and entering:
- Phone number (required)
- Lifecycle stage
- Additional contact details
Lead Interaction Panel
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.
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.
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.