The Leads Dashboard is where you view, filter, and manage all your leads in one place. Use it to prioritize follow-ups, track where each lead stands, and keep your team organized.
To open the dashboard: Main menu > Customer Center > Leads Management.
For an overview of how Leads Management works, see Leads Management Overview.👈
Filters
Use filters to narrow your lead list to exactly what you need. You can filter by:
Filter | What it does |
Referral Source | Where the lead came from (e.g., Google Ads, Meta Ads) |
Channel | How they contacted you (e.g., Call in, Online Booking, Intake Form, SMS) |
Lifecycle | The lead's current stage (e.g., Lead, Opportunity, Trash) |
Action Status | The outcome of your last interaction (e.g., Connected, Voicemail, In Progress) |
Created Date | When the lead was added |
Agent | The staff member assigned to the lead |
Tasks | Pending tasks > 0 (open tasks) or Pending tasks = 0 (all done) |
Custom Fields | Any custom fields your business has set up — Learn More. |
💡 You can combine multiple filters at once.
For example: use Source + Created Date to find recent inquiries, Agent to balance workload across staff, or Action Status to surface leads that need follow-up.
List View
List View shows all your leads in a table. Each row displays key details at a glance:
Source — where the lead came from
Lifecycle — the lead's current stage (defaults: Lead, Opportunity, Trash)
Action Status — the outcome of your last interaction (defaults: Qualified, Answered, Voicemail, and more)
📝 Note: Lifecycle stages, action statuses, referral sources, and channels are all customizable.
To edit defaults, go to Settings > Customers & Pets > Leads (for lifecycle and action status) or Settings > Customers & Pets > Channels (for channels).
Default Views
MoeGo includes four pre-built views to help you get started quickly:
View Name | Filter Criteria |
Today’s New Leads | Leads created today |
Unassigned Leads | Leads with no agent assigned |
Leads with Pending Tasks | Leads that have at least one open task |
Assigned to Me | Leads assigned to the currently logged-in user |
Custom Views
You can create and save your own views using any filter combination.
Click the + button next to the view tabs to create a new view, apply your filters, and save.
Kanban View 🌟
Kanban View organizes your leads visually by lifecycle stage, so you can see your full pipeline at a glance.
🌟 Available on the Ultimate plan.
Each column represents a lifecycle stage
Each card represents a lead
Drag a card from one column to another to update its lifecycle stage
💡 Tips for team workflow:
Keep action statuses updated so nothing falls through the cracks
Assign leads evenly across staff to avoid overload
Use custom fields to flag high-priority leads