Before you begin
Open a form detail page after it has collected submissions. Analytics become more useful after reps contact people and schedule meetings.
Funnel stages
- Submissions — total completions
- Contacted — linked record received call, email, or SMS
- Meetings — meeting logged or scheduled
- Deals — deal created or closed from linked record
What you should see
The funnel should show whether a form produces reachable people and whether the team is following up quickly enough.
Common issues
- No contacted count — reps may not be logging calls or linking conversations
- Meeting count missing — ensure meetings are linked to records
- Deal count low — compare with source quality and follow-up timing