Open analytics
Form detail → **Overview** tab → Performance section.
Funnel stages
- Submissions — total form completions
- Contacted — linked lead received call, email, or SMS from a rep
- Meetings — meeting logged or scheduled on linked lead
- Deals — closed-won deal tied to linked lead
How to use it
- Compare open house vs listing inquiry forms
- Spot drop-off between submission and first contact
- Pair with assignee and cadence-on-submit settings