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Review Form Responses

See what was submitted and connect it to CRM follow-up.

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Review Form Responses

Responses show the data submitted through a specific form. The contact record is the better place for the ongoing relationship.

Where to find it: Admin → Marketing → Forms → Responses

What to do

  1. Open the form and select Responses.
  2. Review the submission time, identity, and answers.
  3. Open or find the resulting CRM contact.
  4. Assign, tag, or create follow-up work as needed.

Good to know

  • A repeat submission may belong to an existing contact.
  • Treat free-text answers as potentially sensitive client information.

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