--- title: "Managing Leads and Submissions" description: "Find, filter, group, export, and inspect the leads a form collects, and understand the lead score, qualification, tags, and CRM sync columns." url: https://help.roasform.com/en/articles/35-managing-leads-and-submissions collection: "Analytics" updated: 2026-11-04 language: en --- # Managing Leads and Submissions Find, filter, group, export, and inspect the leads a form collects, and understand the lead score, qualification, tags, and CRM sync columns. Open a form and click **Submissions** in the top bar. Every visitor who left an email or phone number, or completed the form, is a row here. The six cards at the top summarize the selected date range: Completed Submissions, Leads, Qualified Leads, Unqualified Leads, Appointments Booked, and the Qualified Lead to Appointment rate. ## Reading the table Each row is one submission: - **Lead**: name, email, and phone. Visitors who gave contact details but no name show as Anonymous. - **Lead Score**: the points from your [scoring rules](https://help.roasform.com/en/articles/31-logic-and-scoring.md). - **Qualification**: Qualified, Unqualified, or No qualification, set by the ending the lead reached. Click it to change it by hand; useful when a rep disagrees with the automatic result. - **Tags** and **Booking Tags**: the [CRM tags](https://help.roasform.com/en/articles/8-tags.md) this submission applied. - One column per question, in form order. Scroll right to see them all. ![](https://staticfiles.gleap.io/ghelparticle/bbtpr9h9LKXVn61wp7EkxCB10D4Js7jyVPAFPwwQJPzqQTdubvYPsQqz9LhHNV40FGfcnD1xmWd.png) Click any row for the full **Submission Details**: every answer with the points it earned, plus Submission Info (device, IP address, fingerprint, time spent, qualification, score, started and completed times, status, **CRM Lead Sync Status**, tags) and **Tracking Data** (every URL parameter the visitor arrived with, like UTMs and ad IDs, and their source). The **Block** button opens "Block this contact?", where you pick what to block: the email address, the IP address, the browser fingerprint, or the country. It only affects future visits, nothing already collected changes, and you can undo it any time under Settings; see [Blocking Spam and Unwanted Submissions](https://help.roasform.com/en/articles/36-blocking-spam-and-unwanted-submissions.md). ![](https://staticfiles.gleap.io/ghelparticle/Ym9TiGLCClnPD20vINAEppxBZSVrbhAz1qZKjVDMLVfPC9V6Kb1GSDqNIXvTtGiR6QKn1trgYZA.png) ## Finding the leads you want - **Search responses** matches names, emails, phone numbers, and answers. - **Status** narrows to **Complete** or **Partial** submissions. Partials are visitors who left contact details but did not reach an ending; see [Partial Submissions and Abandon Tags](https://help.roasform.com/en/articles/26-partial-submissions-and-abandon-tags.md) for how they are captured and synced. - **Qualification** narrows to Qualified, Unqualified, or No qualification. - **Filter** builds conditions on the tracking data that arrived with each submission ("In this view, show records where..."). The field list shows every parameter your submissions carry, for example utm\_source, utm\_campaign, or country; the operators are contains, does not contain, is, is not, is empty, and is not empty. Add several conditions, or a condition group for and/or logic, and the table and cards update. This is how you answer "which campaign sends the leads that actually qualify?". - **Tags** narrows to submissions that carry the tags you pick. - **Booked call** shows only leads who did (Yes) or did not (No) book. - **Group** collapses the table into groups, with counts per group, and lets you add subgroups to nest. - The **date range** picker in the top right applies to the cards and the table alike. ![](https://staticfiles.gleap.io/ghelparticle/pguPcoDSib81oDk15M6f0oj7pBr06dHILPjZ5d7uzS7Eu8Ob0aheuXn2bK70gQaX0zj3YD4ESDV.png) ![](https://staticfiles.gleap.io/ghelparticle/hHm0xw8FOR3qqnghtHgwwDyobcCsX5ORx9jzYRpunBoRJsNuQHQxylTSV6U7zX0ZvYbnSn53Ob5.png) ## Selecting, exporting, deleting Tick the checkbox on a row (or the header checkbox for the whole page) and the toolbar switches to **Delete (n)** and **Export (n)** for the selection. With nothing selected, **Export** downloads the current view: whatever filters, grouping, and date range you have applied. The export is a CSV with one column per question plus the lead's details and every tracking parameter found in the rows. Deleting is permanent, so export first. ## Appointments The **Appointments** tab lists calls booked through this form's Calendar endings: attendee, form, when it was booked, when it is scheduled, status, and booking tags, with its own search and export. The same appointments appear on the Dashboard under Upcoming Appointments. ![](https://staticfiles.gleap.io/ghelparticle/pIX40hVtvBGVKpoXDuXIGOZL4uHuTZiroaJ1oh9WBGrgHOi0vSs6hZ0hXCqTNT2kEeaAgxaCLaF.png) ## The CRM sync column When a CRM is connected, each submission shows how the push to GoHighLevel went: Synced, Synced with dropped fields, Processing, Not Synced, or Sync Failed, and a sync button to resend after you fix a problem. What each state means and how to fix it is covered in [Troubleshooting: Leads Not Showing Up in GoHighLevel](https://help.roasform.com/en/articles/27-troubleshooting-leads-not-showing-up-in-gohighlevel.md). ## Good to know - Leads belong to the form they came from. To see one person across every form, open Global Data → Contacts and search for them. - For rates, trends, and the question where visitors drop off, switch to the Analytics tab; see [Understanding Your Form Analytics](https://help.roasform.com/en/articles/34-understanding-your-form-analytics.md). - Partial submissions do not count toward a free plan's submission limit; completed ones do. - Deleting a form deletes its submissions. Export first if you need the data.