View Form Responses

Each form keeps the responses visitors sent it, newest first. A lead is an open sales opportunity, and a response can become one. For the basics, see Introduction to Leads.

Read a form's responses

Use this to read the answers a visitor sent through one form.

1. Open the Contact Forms list.
2. Click Responses on the form you want.
3. Click a response in the list.

The Response panel opens with each answer the visitor sent.

Add one response to the lead flow

Use this to add one response, including one whose lead was deleted.

1. Click a response that does not have the In lead flow badge.
2. Click Add to lead flow in the Response panel.

The response stays open, and its panel shows View lead in place of the button.

Add all responses with no lead at once

Use this to add every response that has no lead, in one run.

1. Click Add to lead flow above the list.
   • If the banner shows Map fields instead, map a form field to first name, last name, and email.
2. In the dialog, click Add to lead flow.

When the run ends, the Lead flow import summary above the list counts new leads, linked responses, responses missing a name or email, and failures with their reasons.

Open a file a visitor attached

Use this to open a file a visitor sent with a response.

1. Click a response that includes a file.
2. Click the file name to open it in a new tab.
3. Click the download button beside the file name to save it.

The file name opens files the browser can show, and other file types download.

What the response panel shows

Each answer appears under its field label, and the Submitted time comes last. A form's fields set what visitors answer. To add or reorder fields, see Create a Contact Form.

• Email addresses and phone numbers are links that start an email or a call.
• Addresses open a Google Maps search.

Lead status on each response

Each response shows one of these states in the list and in its panel.

• In lead flow: the response's lead has not been deleted. Its panel shows View lead, which opens that lead. Bulk runs skip the response.
• Lead deleted: the response's lead was deleted, but the response keeps its link to that lead. Its panel shows Add to lead flow. Adding it creates a lead, or links to a lead the same person already has if that lead was created on or after the response was sent.
• Without a badge: the response has no lead. Its panel shows Add to lead flow.

Contacts hold the people and companies you work with. For the basics, see Introduction to Contacts. Adding a response matches its sender to an existing contact by email, then phone, so one person is not added twice.

A form with Create a contact and lead from each submission turned on adds a lead when a visitor submits, if the response has a first name, last name, and email.

Who can do what

• Viewing responses and opening their files needs view access to Lead Pipeline.
• Adding responses needs edit access to Lead Pipeline and Contacts.
• Without edit access, the Add to lead flow button and the banner do not appear.

Roles decide what each team member can see and change. For the basics, see Create and Edit Roles and Permissions.