Responses and leads
Find answers, export them, score leads and see how your forms perform.
Responses
- View and search responsesFind any submission on the Responses page, filter by form, search the answers and open one to read it in full.
- Download responses and leadsDownload a form's responses as a spreadsheet, or your leads as a spreadsheet or a TaxDome import file.
- Delete a response or a client's dataDelete one response, or answer a client who asks what you hold about them or asks you to delete it.
Leads
- Leads explainedThe Leads page lists everyone who filled in a form, one row per person, scored from 0 to 100 so you know who to call first.
- Set up lead scoringGive points to the answers that make a good client, and choose where Hot and Warm start and how fast engagement fades.
- Get alerts for hot leadsGet an email the moment someone's lead score reaches Hot, or start a workflow that calls, tags or follows up with them.
- Send leads to your CRMSend people from the Leads page to HubSpot, Salesforce, Pipedrive, Zoho CRM, Google Sheets or Excel, with their score and why.