The Forms page shows every form with its submissions for the last 7 days and in total. Open a form to see who submitted it, when, and whether they agreed to be contacted.
The Forms list
Each row shows:
- Name of the form
- Template it was built from
- Status, Active or not
- 7D, the submissions in the last 7 days
- Total, all submissions
- Assignee, who owns the leads that come in
Above the list, Submissions this week and Active show counts. Use All templates and All statuses to narrow the list.
Open a form
Click a form to open a quick preview with its 7 day and total counts and the leads it created. Click Open full record for the whole page.
The Performance box has three numbers:
- Submissions, with the share of those people you have contacted
- Unique leads, with the share that became a deal
- Sequence enrolled, how many went on a follow-up sequence
Read the submissions table
Below the summary, each row is one submission:
- Contact, a link to the lead
- Submitted, the date and time
- Type, such as New
- Consent, whether the person agreed to be contacted
Search by name or email, and use All dates to narrow the list.
If it did not work
The counts look low. Check the date filter, and check that the form is Active.
A submission is missing. Search the submissions table for the person's email, and clear the All dates filter.
Contacted shows 0%. No one has followed up yet. Attach a sequence to start follow-ups automatically. See How to send an automatic follow-up after a form submission.