Review Form Responses
Responses show the data submitted through a specific form. The contact record is the better place for the ongoing relationship.
Where to find it: Admin → Marketing → Forms → Responses
What to do
- Open the form and select Responses.
- Review the submission time, identity, and answers.
- Open or find the resulting CRM contact.
- Assign, tag, or create follow-up work as needed.
Good to know
- A repeat submission may belong to an existing contact.
- Treat free-text answers as potentially sensitive client information.
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