> For the complete documentation index, see [llms.txt](https://themochi-app.gitbook.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://themochi-app.gitbook.io/documentation/module-2-team-and-leads/leads-page.md).

# Leads page

## The Leads Page: Work Your Pipeline

**What it is** — The Leads page is a sortable, filterable table of every lead who's come in through Instagram — your entire pipeline in one view. Every lead carries a stage, a setter, and (once relevant) a closer, so you can see exactly where each conversation stands and move people through the funnel individually or in bulk.

**Who can use it** — All roles can open the Leads page. Visibility likely follows the same pattern as the inbox — Creators, Managers, and Setters see the full list, while Closers see only leads assigned to them. Web: **Sidebar > Leads**. iOS: **Leads tab**.

### How to use it

Open the Leads page to see the full table — one row per lead, with columns for stage, assigned setter and closer, tags, and source. Click into any row to open that lead's full profile and conversation.

Every lead carries **one setter** (who owns the DM conversation) and **one closer** (who owns the call, once there is one) — that's why assignment and filtering both work off two separate fields.

### Pipeline stages explained

Leads move through nine stages, roughly in this order:

1. **New** — every inbound DM creates a lead here automatically.
2. **In contact** — set automatically once a real back-and-forth conversation is happening.
3. **Qualified** — set manually by a setter, or automatically when a tracked Calendly link is sent.
4. **Unqualified** — set manually, or automatically by the spam filter. *Terminal.*
5. **Booked call** — set manually, or automatically when the lead books through a tracked scheduling link (Calendly or iClosed).
6. **Deposit** — set manually, usually by a closer, once a partial payment comes in.
7. **Won** — set manually. The deal closed. *Terminal.*
8. **Lost** — set manually. The deal didn't close. *Terminal.*
9. **No show** — set manually. The lead didn't show for the booked call. *Terminal.*

**Terminal stages** — Won, Lost, Unqualified, and No show — are endpoints; a lead doesn't move further on its own once it lands in one of these.

When you mark a lead **Unqualified**, record a reason while it's fresh — common ones include a financial objection, a time waster, or a lead who ghosted the conversation. Reasons make it much easier to spot patterns later: a spike in price objections tells a very different story than a spike in ghosting.

Some teams keep qualification manual even with Calendly connected — for example, only marking a lead Qualified after a screening step, and Booked only once the call actually lands, instead of relying on the automatic triggers. Both approaches work; use whichever matches how your team actually sells.

### Sort & filter

Filter the table by **date**, **funnel stage**, **setter**, **tag**, or **source** (DM, story reply, outbound, comment). Sort **newest first** (the default) or **oldest first** — oldest-first is worth switching to regularly, since it surfaces the leads who've been waiting longest instead of burying them under fresh ones.

### Bulk actions

Select multiple leads with the checkboxes on each row to bring up the action bar:

* **Assign** — set the setter and/or closer for every selected lead at once.
* **Status** — move every selected lead to a new pipeline stage at once.
* **Tags** — apply or remove a tag across every selected lead at once.

Bulk actions run in the background, so you can keep working while a large batch processes.

**Reassigning a batch of leads:** there's no one-click "move everything from Setter A to Setter B" tool. To reassign leads that already exist, select them with checkboxes and use bulk **Assign**. To change who *new* leads go to from now on, adjust the split in **Settings > Team > Lead Distribution** instead (see Lead distribution) — that only affects leads that haven't come in yet, not anyone already assigned.

### Single vs. bulk assignment

**Web**

* *Single:* open a lead's row and edit its Setter or Closer field directly.
* *Bulk:* check the boxes next to the leads you want, then click **Assign** in the action bar that appears.

**iOS**

* *Single:* open the lead and edit its assigned Setter or Closer.
* *Bulk:* long-press a row to start selecting, or tap **Edit**, select your leads, then use the bottom bar's **Assign** option.

### Export to CSV

Export the current list to CSV: name, stage, assigned setter, tags, deal value, last interaction, and payment status — useful for reporting outside Mochi or handing a snapshot to a closer or manager.

### Tips

* Clear one filter completely before moving to the next rather than jumping around — work your hottest leads (Qualified, then tagged Hot) before touching New.
* Use bulk **Status** after a campaign or event to move a batch of leads forward at once instead of clicking through them one by one.
* Pair bulk **Tags** with a saved filter so you can quickly re-select the same group later, for reporting or a follow-up push.

### Common mistakes & fixes

| Mistake                                                                  | Fix                                                                                                                                         |
| ------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------- |
| Bulk action looks like it didn't run                                     | It runs in the background — give it a moment before assuming it failed                                                                      |
| Skipping the unqualify reason                                            | Get in the habit of recording one — it's the easiest way to spot recurring objections later                                                 |
| Confusing Unqualified with an excluded contact                           | Unqualified is a real lead that didn't pan out; excluded contacts never become leads at all (see Exclude personal contacts from your inbox) |
| Expecting a closer to appear on new leads                                | Closers are assigned by hand, not through automatic lead distribution (see Lead distribution)                                               |
| Looking for a one-click way to move all of one setter's leads to another | Doesn't exist — bulk-select and reassign in the Leads table, or change the % in Lead Distribution to redirect leads going forward           |

### Limits & good to know

* Excluded contacts never appear on this page at all — they're filtered out before becoming a lead.

**Related:** Lead distribution, Invite your team & roles, Exclude personal contacts from your inbox, Connect Calendly