> ## 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.
# Reviewing Submissions
> View, filter, sort, and triage form submissions. Drill into a single response, update its status, and move it forward into a lead.
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.
## 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) |
The page header shows four stat tiles: **Total**, **Pending**, **Reviewing**, and **Converted** — your at-a-glance triage queue.
## Submission statuses
Just submitted, no one has touched it yet. This is your fresh-inbox queue.
A team member has claimed it and is checking facts (conflict check, SOL, scope).
Looks like a real prospect. Ready to be promoted to a lead.
Doesn't qualify (spam, wrong jurisdiction, expired SOL). Kept on file for the record.
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.
\[Screenshot: Submissions table with status filter dropdown open]
The submission count next to the table title updates live as you filter ("Showing 12 of 47 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.
\[Screenshot: Submission detail dialog showing form responses and status action buttons]
Promote a submission to a lead only after marking it **Approved**. The "Convert to Lead" button appears only on Approved submissions — this is intentional, so half-reviewed records don't pollute the leads pipeline.
## 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.
Status changes are instant and visible in the table the next time it refreshes.
## 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](/intake-forms/leads-list). The submission record stays linked so you can always trace a case back to its original form data.