Finding your submissions

Navigate to Engage > Submissions. As with conversations, select a site first - submissions are grouped by the website the form was submitted on.

What each submission shows

Each entry in the list shows the AI lead score, the contact's name and email, a preview of their message, and its current status, so you can scan the list and see which submissions need attention first.

Reviewing a submission

Click View to open the full submission detail. From there, three quick actions are available:

• Create Task from Request - creates a CRM task pre-filled with the lead's message and the suggested next action.
• View in CRM - opens the lead in the CRM leads list.
• View Contact - opens the associated CRM contact.