Onboarding dashboard
Track leads, update pipeline status, and drive activation tasks from one internal Moglia view.
Recent leads
| Company | Contact | Plan | Status |
|---|---|---|---|
| Acme HVAC | Jane Smith | professional | new |
| Acme HVAC | Jane Smith | professional | new |
| Test Company | Test Contact | starter | new |
Open tasks
| Company | Task | Owner | Status |
|---|---|---|---|
| Acme HVAC | Go-live review | — | pending |
| Acme HVAC | Intro call | — | pending |
| Acme HVAC | Collect brand assets | — | pending |
| Acme HVAC | Provision workspace | — | pending |
| Acme HVAC | Configure automations | — | pending |
| Acme HVAC | Training session | — | pending |
| Acme HVAC | Intro call | — | pending |
| Acme HVAC | Collect brand assets | — | pending |
| Acme HVAC | Provision workspace | — | pending |
| Acme HVAC | Configure automations | — | pending |
| Acme HVAC | Training session | — | pending |
| Acme HVAC | Go-live review | — | pending |