Every time someone submits one of your public forms, a Submission record gets created. Submissions are the inbox at the front of your funnel — your intake team’s job is to triage them, gather missing info, and either advance them to a lead or reject them.Documentation Index
Fetch the complete documentation index at: https://docs.holace.io/llms.txt
Use this file to discover all available pages before exploring further.
Open the submissions list
From the Forms page, click any form card’s ⋮ menu and choose View Submissions, or click the form name and use the Submissions tab. Each form has its own submissions list. [Screenshot: Submissions page header with form name, total count, and Export button]What each submission row shows
| Column | What it means |
|---|---|
| Submitter | Name pulled from the form’s name field (or “Unknown” if no name field) |
| Contact | Email and phone, when provided |
| Status | Current triage state (see below) |
| Submitted | Date the submitter hit the Submit button |
| Actions | View details, jump to the linked lead (if one exists) |
Submission statuses
Pending
Just submitted, no one has touched it yet. This is your fresh-inbox queue.
Reviewing
A team member has claimed it and is checking facts (conflict check, SOL, scope).
Approved
Looks like a real prospect. Ready to be promoted to a lead.
Rejected
Doesn’t qualify (spam, wrong jurisdiction, expired SOL). Kept on file for the record.
Converted
Already promoted to a Lead — see the linked lead for the active record.
Filtering and searching
The filter bar above the table has two controls:- Search box — matches submitter name, email, or phone (case-insensitive substring).
- Status filter — shows only Pending, Reviewing, Approved, Rejected, or Converted submissions.
Drilling into a submission
Click View on any row to open the full details dialog. You’ll see:- Submitter Information — name, email, phone, current status.
- Form Responses — every field they filled out, with the field label and their answer.
- Update Status — buttons to mark Reviewing, Approve, Reject, or convert to a Lead.
Updating status
From the detail dialog, click any status button:- Mark as Reviewing — claim the submission so other team members know it’s being worked.
- Approve — the prospect looks legitimate. The “Convert to Lead” button unlocks.
- Reject — record why (in the notes field) and close it out.
Exporting
Click Export at the top right to download the current view (after filters are applied) as a CSV. Useful for marketing analytics, periodic backups, and source-of-leads reports.Once a submission becomes a Lead, the rest of the workflow happens on the Leads page. The submission record stays linked so you can always trace a case back to its original form data.