Lead Form Submissions

View and manage lead form submissions in your sales pipeline and settings with filtering by source and date.

Important: this feature requires the paid Operations add-on.

For most teams, the sales pipeline is the primary place to view and work leads. The Lead Form Submissions page in Settings gives you an additional centralized, form-focused view.

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Viewing Submissions in Settings

In addition to the pipeline, all lead form submissions are also available in your Account Settings.

This view is helpful when you want to:

• Review submissions across all forms
• Check recent inbound activity
• Audit lead sources and acquisition sources
• Access submission details without opening individual deals

Each submission shows the full set of details provided by the lead.

1. Go to your Account Settings > Leads > Submissions section.

   
2. You can filter by date, lead source, and acquisition source to find lead form submissions.
3. Click on a submission to view all details, including quick links to the contact and deal.

Related articles

Creating a Lead Form

Step-by-step guide to creating customizable lead forms with project details, contact fields, and appointment sections.

Lead Forms FAQ

Common questions about lead forms including submissions, notifications, customization, lead sources, and form sharing options.