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Review held leads

Carrot Forms holds suspicious submissions back from your CRM so you can decide whether to release them or mark them as spam.

Open held leads

You must be an account Owner or Admin, or an agency Owner or Admin reviewing a client account.

  1. Open Held leads and choose the account you want to review.

    Held Leads appears in the account navigation only when you have permission and at least one lead is waiting. No held leads means there are no submissions waiting for review on the sites you can access.

  2. Check the contact, form, site, and Received time to identify the submission. Read Why it was held before making a decision.

If you see You don't have permission to review held leads on this account, check that you chose the intended account. Ask an account Owner or Admin to review the lead if your role doesn’t allow it.

Release or mark a lead as spam

  1. For the intended submission, choose one action:
    • Release — send a real lead on to CRM, including later form steps waiting on it.
    • Spam — keep the submission and its waiting steps out of CRM. Use this only when you’re satisfied it is spam.
  2. Check the result:
    • Lead released. It's on its way to your CRM. — delivery has been requested; the row leaves the held list. This does not confirm it has arrived in CRM yet.
    • Marked as spam. It won't reach your CRM. — the submission leaves the held list and stays out of CRM.
    • Someone already handled that lead. — no new action was applied. Refresh the list before continuing.

If you marked 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 released lead doesn’t appear in CRM, use the Support tab too. Include the form, site, received time, and message shown.

Why a lead was held

Reasons can include known spam words, a flagged email or internet address, a spam-check score, or several submissions arriving in a short time. For example, repeated submissions from one email address can trigger a hold.

A reason is a hint, not a verdict. A real customer can trigger a hold too; review the available contact details before choosing Spam.

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