Before you begin
Forms capture people from hosted pages, QR codes, kiosks, website embeds, and listing inquiries. Real estate submissions create or merge Contacts; other industries create or merge Leads.

Forms list
- Open Forms from the sidebar
- Review active, inactive, and draft forms
- Filter by template, status, owner, or source where available
- Open a form to edit, share, automate, or review analytics


What you should see
Each form should have a clear name, status, source purpose, public link, and owner or automation path so submissions do not get lost.
Common issues
- No forms visible — check permissions and filters
- Public link disabled — publish or activate the form
- Submissions missing — check duplicate merge, assignee, and form source filters