Review Form Submissions
Review submission lists, payloads, processed records, and follow-up actions.
Submissions store the answers people send through CRM forms.
Review submissions daily when forms are used for leads, support, booking prework, applications, or internal requests.
Open Submissions
- Open CRM > Forms.
- Select a form.
- Open Submissions.
The submissions page shows summary cards, the form status, submission count, and a submissions table.
Review a Submission
Open a submission to see the submitted person, email when available, submission time, processed status, and full payload.
The payload shows each submitted field and value. Use it to understand the request before creating follow-up work.
Check required answers, contact details, uploaded files, and any values mapped to custom attributes. If the payload is incomplete, update the form before sharing it further.
Triage Submissions
For each new submission, decide whether it is:
- a lead to qualify
- a support or ticket request
- a task or internal request
- a duplicate or spam submission
- a submission that needs missing information
Assign the next owner before leaving the submission. Unassigned submissions are easy to lose when several forms are active.
Processed Records
If the form created a CRM record, the submission detail page can show an Open record action. Use it to jump to the created contact, account, deal, ticket, task, or other linked record.
If no record was created, review the form submission action and workflow setup before assuming the submission failed.
Assign Submission Ownership
Every live form should have an owner who reviews new submissions and fixes mapping problems. For high-volume forms, define the triage cadence, default assignee, and what counts as handled. This prevents submissions from becoming a second inbox that no one owns.
If a submission is spam or a duplicate, mark the follow-up clearly before deleting or ignoring it so teammates do not work the same lead twice.
Verify Field Mapping
Open the created record and compare it with the submitted payload. Check name, email, phone, status, tags, custom fields, owner, and any related deal, ticket, or task. If the same mapping is wrong on multiple submissions, fix the form configuration before promoting the form again.
Follow Up
After reviewing a submission, assign the next step: create a task, update a contact, move a deal, reply to the customer, or trigger a workflow.
Close the loop by updating the created record or adding an internal note so the team can see that the submission was handled.
If submissions represent leads or support requests, review them from oldest to newest during daily triage so earlier customers are not skipped.
Troubleshoot Submission Processing
If submissions arrive but records are wrong, check field mappings, custom attributes, required fields, duplicate matching, and workflows triggered by the form.
Submission Review Checklist
For each submission:
- confirm the person and email are usable
- review required fields and uploaded files
- check whether a record was created
- open the created record and verify mapped fields
- assign the next owner or task
- add a note if the submission was handled outside Agiled
If many submissions need the same manual cleanup, update the form fields, mapping, or workflow instead of relying on daily correction.
Spam and Duplicate Handling
If a form starts receiving spam or duplicates, review required fields, embed location, workflow actions, and duplicate matching rules. Do not build follow-up automation on top of noisy submissions until the intake quality is under control.