✅ Step‑by‑Step: Accessing Your Leads in Carrot (Name, Phone, Property Info) #

🧭 Step 1: Log in to Carrot #

1. Go to https://app.carrot.com

2. Enter your email and password.

3. Click Log In.

🏠 Step 2: Go to Your Site Dashboard #

1. After login, you’ll see your Carrot Dashboard.

2. If you manage multiple sites, select the correct website from the list.

📥 Step 3: Open Your Leads Section #

1. In the left-hand menu, click Leads
   (Sometimes labeled Leads / Contacts / CRM depending on your plan).

👤 Step 4: View Individual Leads #

You’ll see a list of leads (people who filled out forms on your site).

For each lead, you can see:

• Name

• Email

• Phone number

• Property address

• Form answers (motivation, price, condition, timeline, etc.)

• Date/time they submitted the form

👉 Click on a lead’s name to open full details.

🏡 Step 5: See Property Information #

Inside the lead profile, look for:

• Property address

• City, state, ZIP

• Property type (house, land, multifamily, etc.)

• Any custom questions you added to your form (e.g., “How soon do you want to sell?”)

📤 Step 6: Export Your Leads (Optional) #

If you want them in Excel or CRM:

1. In Leads, look for Export or Download CSV.

2. Choose date range or filters.

3. Download the file.

⚙️ Step 7: Filter or Search Leads #

You can:

• Search by name, phone, email, address

• Filter by:

  • Date

  • Form type (seller/buyer)

  • Lead status (new, contacted, etc.)

✅ Bonus: Where Leads Come From #

Leads appear when someone fills out:

• Seller form

• Buyer form

• Contact form

• Landing page opt-in

⚠️ Common Issues (and Fixes) #

Leads not showing?

• Make sure forms are published on your site.

• Check spam folder inside Carrot.

• Ensure your site domain is connected correctly.

Phone numbers missing?

• Your form must include a phone field.

• User must actually fill it in (not required fields = optional).