Leads — Cairn

Start hereForms and leadsLeadsA lead is someone who has got in touch and might become a customer. **Leads** gathers them in one list so you can see who is new, who you have answered, and how each one turned out.Where leads come fromLeads arrive on their own from your site, and you can add your own:

A form with Create a lead from each submission ticked on its Settings tab. See Forms.

The Lead capture block: a ready-made name, email and message box you can drop on any page. Its settings are Heading, Button text, Show phone field, Show message field and Success message. Each one sent also emails your site's main contact address.

A booking, if your site takes bookings.

By hand: click New lead on the Leads screen, fill in what you know and click Create lead. Useful for a phone call or a chat at an event.

If the same person gets in touch again with the same email address (or phone number, when there is no email), their message is added to their existing lead rather than making a second one. The lead stays where it was in the list (which is ordered by when it first arrived), and the new message appears in its Activity.Leads is in the admin menu for administrators. If you cannot see it at all, ask whoever set up your site to turn it on.The Leads listEach row shows the lead's Status, their name and email, the Source (such as form, block, booking or manual), the Assignee and when it was Received. Newest first. A red warning triangle beside a name means the notification email about that lead failed to send, so nobody was told about it: worth a look.

The buttons along the top (All, New, Contacted and so on) show only leads at that stage, with a count on each.

The search box finds a name, email or words from the message.

All sources and All assignees narrow the list further. Unassigned shows leads nobody has picked up yet.

Click any row to open the lead.Working a lead: status, assignee and notesClick a lead to open it. Details shows their phone, where it came from (and which form), and their message. Submitted data below lists every answer they gave on the form.The Pipeline box on the right is where you move a lead along. The stages are:

new: just arrived, nobody has replied yet.

contacted: you have been in touch.

qualified: a real prospect, worth following up.

won: they became a customer.

lost: it did not go anywhere.

Pick a Status, and an Assignee if someone in particular is dealing with it (any administrator can be picked).

Click Save on the bar at the bottom of the screen.

To keep a record of a call or an email, type it in Add a note… under Activity and click Add note.

Activity keeps the whole history, newest first: every note, every status change and every change of assignee, with who did it and when. Entries marked System were added by the site, such as a repeat enquiry.Following upLeads does not send emails for you. Reply from your own email as usual, then come back and set the status to contacted and add a note of what you said. A quick way to keep on top of things:

Check the New button each day. Anything there has not had a reply.

Use Unassigned to spot leads nobody has taken on.

Use Qualified as your follow-up list.

Exporting and deletingExport CSV downloads the leads as a spreadsheet. It uses whatever filters are on screen, so to export only this month's won leads, filter the list first and then export.To delete leads, tick them and click Delete on the bar at the bottom of the screen, or use Delete at the top of a single lead.Deleting a lead also deletes its notes and history, and cannot be undone.← FormsThe catalogue →Getting startedPagesBuilding with blocksNavigation and lookMediaForms and leadsCatalogueShopBookings and membersRunning the siteCairnWebsites for businesses that need more than a brochure. Built, hosted and kept running by us.StartBuildRun© 2026 Cairn. All rights reserved.Built with Cairn.