For the complete documentation index, see llms.txt. This page is also available as Markdown.

Lead Form Submissions

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

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.


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.

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