Form Submissions Leads

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< 1 min read

Where can I see the forms that were submitted by my leads?

1. To see the form submissions of your lead, go to the ‘Leads’ section.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

saphyte  search box

3. Click on the ‘Submission’ tab. Under the ‘Submission’ tab, you will see the forms that were submitted by your Lead. You can find in this section the details of the form submitted – the date when the form was submitted, which workflow is triggered, referred by, and the IP address of the respondent.

saphyte submission tab