> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/the-hub/working-with-leads/my-leads-sales-rep-view.md). # My Leads — the sales-rep view of the Hub If you're a sales rep using Mobly to capture leads at events and follow up afterward, you'll most often work in **My Leads** — a simpler, more focused Hub experience built for individual rep workflow rather than org-wide lead management. ## Who My Leads is for My Leads shows only the leads **you** captured (plus the ones you've favorited). It's designed for fast end-of-day cleanup, follow-up prioritization, and personal workflow — not for admin tasks like configuring qualifiers or running org-wide reports. If you're an admin who works across many reps' captures, you'll spend more time in the broader **Leads** view ([Working with leads](/help-center/the-hub/working-with-leads.md)). If you're a rep, My Leads is your home base. ## How to find it In the Mobly Hub left nav, the **My Leads** item is at the top. For sales-rep accounts (non-admin), it's the default landing page when you log in. ## The three tabs My Leads opens to three curated tabs designed around what reps most often need to do: ### Leads Missing Qualifiers Or Description Leads you captured but didn't fully qualify or describe yet. The tab label shows a count of how many leads need attention. **Why it matters:** leads without qualifier values or descriptions don't carry context downstream — your CRM and any Pulse automation work better with the structured data attached. Reps catch up on this tab at the end of an event or first thing the next morning. **What to do:** click any lead to open the lead detail. Add a description, at least one qualifier value, and save. Once a lead has either a description or a qualifier value, it leaves this list. ### Favorited Leads Leads you've explicitly marked as priority — your hot prospects, decision-makers, the conversations you most want to follow up on. **Why it matters:** events generate a lot of leads. Favoriting is how you separate signal from noise. **What to do:** use this tab as your follow-up queue. Open each, review activity history, and log next steps (in Mobly, Pulse, or your CRM). Favorites are personal — they don't show up for other reps on your team. ### Your Recent Scans The most recent leads you've captured, across all events. Useful at end-of-day or end-of-event for a quick sweep. **What to do:** scan the list for anything you missed — leads you meant to qualify, conversations you should note, hot leads to favorite. > **Heads up on the AI badge-fill:** When you scan a badge with a photo, an AI step reads the badge and fills any contact fields the scan left empty. **Existing values are never overwritten** — so if you typed a corrected email by hand, the AI won't replace it with whatever it read off the badge. ## What you can do in My Leads Click any lead from any of the three tabs to open the **Lead Details drawer** on the right. From there: * View the lead's full detail (Info, Activities, Events, Files tabs) * Edit info (name, email, phone, company, job title, address, etc.) * Apply qualifier values from your org's qualifiers * Favorite or unfavorite (heart icon) * See activity history (including Pulse sends and CRM sync events for that lead) * Add notes / description > **No save button needed.** Edits in the drawer save automatically when you click out of a field. If you see the field briefly highlight, that's the save landing. ## What you can't do in My Leads For these you need admin access or a different Hub view: * See other reps' captures — admin role required, use the broader **Leads** view * Configure qualifiers — see [Configuring qualifiers](/help-center/the-hub/working-with-leads/configuring-qualifiers.md) (admin) * Bulk export — use the org-wide **Leads** view * See org-wide dashboards or reports — see [Dashboards and reports](/help-center/the-hub/dashboards-and-reports.md) * Configure integrations, events, or sequences — admin features ## Related articles * [How to update leads in the Hub](/help-center/the-hub/working-with-leads/how-to-update-leads-in-the-hub.md) — editing lead info (mechanics are the same in both views) * [How to use qualifiers to manage leads](/help-center/the-hub/working-with-leads/how-to-use-qualifiers-to-manage-leads.md) — applying qualifier values * [How to view activity history of a lead](/help-center/the-hub/working-with-leads/how-to-view-lead-activity-history.md) * [The Mobly App](/help-center/the-mobly-app/the-mobly-app.md) — for capturing leads in the first place --- # Agent Instructions This documentation is published with GitBook. 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