Summary

This article shows you how to see submitted lead forms in the Leads Report.

Steps

1. Go to Reports » Leads Report.
2. Run the report for the date range you want.
3. Filter by Name, Phone, or Email. This is optional.
4. Filter by New Customers Only or Completed Forms only. This is optional.
5. Select the lead forms you want to see.
6. Use the report that shows below to email customers, invite them to register in the Customer Portal, add notes, edit the owner, or add pets.

   

To customize forms, see Edit Forms. To embed the lead form on your website, see Embeddable Lead Capture Form.

Related Articles

• Leads Topic Outline
• Create and Edit Lead Forms How-To
• Receive Notifications When a Lead Form Is Submitted How-To