How to filter and organize my leads
|The Leads tab of the MagicPost Leads module lists every lead detected on your posts or added by hand. You narrow the list with quick filter chips, a filter panel and a search box, you display it as a table or a kanban, and you save the combinations you reuse as views. These tools are open to every account with the Leads module, which is included in the Growth, Creator, Agency, and Team plans and in the free trial. In an organization, the member needs a seat that includes Leads. The MagicPost Leads page presents the module as a whole.
Choose an ICP or all leads
The ICP selector at the top left of the MagicPost Leads tab decides which leads you see. Pick one ICP to see its leads, or pick View all leads to see every lead across your ICPs.
The choice changes what MagicPost can show. With an ICP selected, the list has the ICP affinity column and the fit chips. In the All leads view, a lead can belong to several ICPs, so MagicPost replaces that column with an ICPs column and hides the fit chips.
Table or kanban
MagicPost displays your leads in two layouts. The toggle at the right of the filter bar switches between Table view and Kanban view. The kanban exists on desktop only: on a phone, MagicPost always shows the table.
Table view: one row per lead, with the columns you choose and a checkbox to select several leads.
Kanban view: one column per contact status, plus a No status column. Drag a lead from one column to another to change its status.
Quick filter chips
The chip bar above the MagicPost leads list filters in one click. Each chip shows how many leads it matches.
All resets every filter and empties the search box.
Excellent, Good and Medium filter on the fit level. These chips appear only when an ICP is selected, and you can activate several at once.
Status chips filter on a contact status. No status is pinned by default: you pin the ones you want from the status editor. See how to customize your contact statuses.
View chips apply a saved view that you pinned.
An Unscored chip is also available in MagicPost. It is off by default: pin it from Customize, then Edit views.
The filter panel
Click Filters to open the full filter panel of the MagicPost Leads tab. A filter applies as soon as you set it, and the top of the panel shows how many leads remain. Click Reset to clear the panel.
ICP affinity: the fit level, ICP by ICP.
Status: your contact statuses.
Lead age: how long ago the lead was detected, with preset periods.
Already downloaded: All, Yes or No, depending on whether the lead already went out in a CSV export, including an export made by an admin of your organization or by a client of your agency. In the table view, a downloaded lead shows a download icon next to its name. See how to export your leads to CSV.
Synced to: the connected tools a lead was sent to. This filter appears once a tool is connected.
Tags, Country and Company size.
Advanced filters: Followers, Industry, Business areas, Archetypes, Seniority, Account type and Source. The source tells whether the lead was added manually or came from a like or a comment.
MagicPost combines lead filters in a fixed way. A lead must satisfy every filter you set. Inside one filter, a lead matches if it has any of the values you picked. Filtering on two countries and two fit levels therefore keeps the leads from either country that have either level. Most list filters can also exclude a value instead of including it.
Two MagicPost lead filters do not follow that rule. Account type keeps the leads that have every type you ticked. ICP affinity set on two ICPs keeps the leads that match on both ICPs.
Search
The search box of the MagicPost Leads tab looks in four fields: the name, the company, the headline and the job title. The search does not look in tags, emails or comments. The search combines with the chips and the filter panel.
Choose your columns
In the table view, click Customize, then Edit columns, to show, hide and reorder the columns of the MagicPost leads table by dragging. This entry exists on desktop only.
By default, with an ICP selected, the MagicPost leads table shows ICP affinity, Lead, Engagement list, Country, Company, Interactions, Status, Tags, Status changed, Detected on, Source post and Comment. More columns are available in the picker, such as the city, the followers count and the LinkedIn URL.
In the kanban view, the same Customize menu offers Edit cards, to choose the fields shown on a card, and Edit columns, to hide a status column.
Save a view
A saved view in MagicPost Leads stores a complete filter combination under a name.
Set the filters you want in the Filters panel.
Click the bookmark icon, Save this view.
Type a name, then click Save.
A view saved from the Filters panel of MagicPost Leads is not a chip. Apply it from the Saved filters button, the bookmark icon with a counter next to Filters. To turn the view into a chip, open Customize, then Edit views, and switch on Pin as quick filter.
You can also build a view in MagicPost Leads from Customize, then Edit views, with Create a custom view. A view created in that dialog is pinned from the start, so it shows as a chip of the chip bar.
A saved view replaces the filters you currently have, it does not add to them. Saved views, column choices and kanban settings are stored in your browser. MagicPost does not carry them to another browser or another device.
Act on several leads at once
Tick one or several leads in the MagicPost table view to open the selection bar. The Select all link, which shows the number of leads, extends the selection to every lead of the current list. The selection bar offers these actions:
Edit ICP: add the leads to an ICP list or remove them from one.
Status and Tags: change the contact status or the tags of the selection.
Send to tools: push the selection to a connected tool. The action appears once a tool is connected. See how to connect your tools.
Export to CSV: see how to export your leads to CSV.
Delete: remove the leads from your list.
MagicPost does not offer an AI scoring action on a selection of leads. You score a lead from its row, with Score the affinity in the ICP affinity column.
FAQ
Why do the fit chips disappear in MagicPost Leads?
The fit chips need one ICP. In the All leads view, a lead can have a different fit on each ICP, so MagicPost hides the chips. Select an ICP and the chips come back.
Why is there no Low chip?
Because a profile scored below Medium is not a lead in MagicPost. It does not appear in the Leads list, so there is nothing to filter. See understanding lead detection statuses.
How do I see the leads I have not contacted yet?
Filter on the Not contacted status, which is the default preset in MagicPost even if you renamed or moved it. The filter includes the leads whose status was never set. In the kanban view, those same untouched leads sit in the No status column, not in the Not contacted column. If you deleted that preset, the leads whose status was never set match no status filter: find them in the No status column of the kanban.
My saved view has disappeared. Why?
Check the Saved filters button first: a view saved from the Filters panel of MagicPost Leads is not a chip, it sits behind the bookmark icon next to Filters. If the view is not there either, remember that saved views are stored in your browser, not in your MagicPost account. Clearing your browser data, or opening MagicPost in another browser or on another device, shows an empty list of views.
Need help?
Reach out via the in-app chat, or book a 30-minute onboarding call: https://cal.com/magicpost/book-a-call