Submission review helps you handle new leads, export records, and diagnose form performance.

What this feature is for

• Submission review helps you handle new leads, export records, and diagnose form performance.

When to use it

• You need to follow up with leads.
• You want a CSV for review or handoff.

Do it manually

1. Open Forms.
2. Choose the form.
3. Review submission count, last submission, fields, and submission table.
4. Refresh if you are waiting on a recent test.
5. Export CSV when you need a spreadsheet handoff.

Ask Faster AI

Summarize recent submissions for [form name]. Identify high-priority leads, missing information, and suggested follow-up tasks.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of review and export form submissions.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Map form submissions to customer records
• Create customer tasks and reminders