View Lead Forms

You can view lead forms under Reports » Leads Report.

1. Run the report for the specified date range.
   
   
2. Optionally, filter by Name, Phone, Email.
   
   
3. Optionally, filter out by New Customers Only or only Completed Forms.
   
   
4. Select which of your lead forms you would like to view.
   
   
5. In the report that appears below, you can email them directly, invite them to register on the customer portal, add notes, edit the owner, as well as add pets.

For more information on customizing forms, please see our article Edit Forms.

For information on how to embed the lead form on your facility’s website, please see our article Embeddable Lead Capture Form.

Related Resources

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