Form Submissions Prospect

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

1. To see the form submissions of your Prospect, go to the ‘Prospects’ section.

saphyte prospects tab

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

saphyte search box

3. Click on the ‘Submission’ tab. Under the ‘Submission’ tab, you will see the forms that were submitted by your Prospect. 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