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.
š”Note: In the Beta version, only leads from online bookings are displayed. Future updates will include additional sources such as calls, messages, and walk-ins.
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 Followup).
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.
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.