Find and manage your site’s leads

The site-level Lead Manager shows submissions from your site’s forms.

Viewing your leads

1. Open your site and choose your account.
2. Check the site name. If it’s the wrong site, select the site name at the top to choose another.
3. In the site navigation, select Leads. This opens that site’s Lead Manager.
4. Select Open Leads to view leads with a New, Follow Up, or Pending status. To check completed leads, select Won or Dead.

Viewing leads per form

1. In the All Forms selector, choose the form you want to view. The list narrows to that form’s submissions.
2. To remove the filter, choose All Forms again.

Lead search

1. In Search, enter a detail from the lead you want to find, then submit the search.
2. Check the matching entries. If a lead seems missing, clear the search and check both the form and status filters. For suspected spam, see Manage spam submissions.

Single lead view

Select a lead in the list to see its submitted form entries and contact details. Check the form name and submitted details to confirm you opened the intended lead.

Lead management

If the status, notes, or trash controls are unavailable, your current view may be read-only. Ask through the Support tab if you need help with access.

Changing lead status

1. In the lead’s detail view, select New, Follow Up, Pending, Won, or Dead. The change saves without a separate Save button.
2. Reopen the lead and check that the intended status is selected. Won and Dead leads are outside Open Leads.

Add a note or start an email reply

1. Under Notes, enter your note in the Add New Note... field.
2. Select Add.
3. Reopen the lead and check that the note appears under Notes.

To start an email reply when an address is present, select send email beside it. Check the recipient in your configured email app before sending; selecting the link does not send the message.

Delete leads

1. In the lead’s detail view, select the trash icon to open Are you sure you want to delete?
2. Read the confirmation before continuing: Trash Lead removes the lead from your account. Select Report this lead as "spam" only if you also intend to report it as spam.
3. Select Trash Lead to confirm, then check that the lead no longer appears in its previous list.

To return to the list from a lead, use the Back arrow.

Missing a lead?

If you reported a real lead as spam, contact us right away; we may be able to help. Use the dashboard help drawer’s Support tab.

If a change won’t save or a lead still seems missing, use the dashboard help drawer’s Support tab. Include the site, form, and approximate submission time. For Carrot Forms held by the spam check, an account Owner or Admin can review held leads.

Need email or text alerts? Choose who receives form notifications.