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How to Manage and Filter Form Submissions in CoachWorks Marketing CRM
How to Manage and Filter Form Submissions in CoachWorks Marketing CRM
This guide explains how to navigate through and manage form submissions effectively within your CoachWorks Marketing CRM.
1. Navigate to the Sites tab on your dashboard.
2. Select the 'Submissions' from the dropdown menu.
3. Choose the Date range to filter your submissions.
4. Further filter your forms using the 'Filter by forms' option.
5. Search for specific forms by name via the search bar.
6. Determine the number of submissions you want displayed on your page.
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