--- title: Leads and responses sidebarTitle: Leads and responses description: >- See who submitted a form, read their answers, add notes, export to CSV and follow up. audience: luminary feature: forms type: guide availability: live last_verified: '2026-10-13' keywords: - form responses - form submissions - leads list - export leads csv - download responses - lead notes - who filled out my form url: 'https://help.bringsoul.life/luminaries/audience/forms/leads-and-responses' --- # Leads and responses > See who submitted a form, read their answers, add notes, export to CSV and follow up. Every submission is saved on the form that collected it. Lead forms collect Leads; custom forms collect Responses. Open a form from [Audience → Forms & Funnels](https://portal.bringsoul.life/forms) and click the second tab. ## When to use this - You want to see who signed up for your freebie or newsletter. - You're reviewing intake answers before a session, or applications before accepting someone. - You need a spreadsheet of sign-ups, or want to note something about a lead. ## Leads (lead forms) The Leads tab lists everyone who submitted, 10 per page, with _"Showing [n] of [total] leads"_ above the table. A note reminds you: _"Leads here are specific to this form."_ | Column | What it shows | | ------- | -------------------------------------------------- | | Name | Their name. Click it to open the lead's page. | | Email | Their email. Click it to start an email to them. | | Phone | The number they gave. | | Date | When they signed up. | | Actions | Open the lead, edit their details, or delete them. | What you can do: - Download as CSV: a spreadsheet with First Name, Last Name, Email, Phone Number and Created At. - Add Lead: add someone by hand (First Name, Last Name and Email are required; Phone Number is optional). Useful for sign-ups you took on paper or at an event. - Edit: fix a typo in someone's name, email or phone (Update Lead). - Delete: removes the lead from this form after you confirm. If no one has signed up yet you see _"No leads yet"_, with Add Lead. **Note:** Phone numbers need a country code, for example +14155552671. A number without one is rejected. ### A lead's page Click a lead's name to open their page. It shows: - _"Lead Submission"_ with the form's name. - Submitted (the date) and Days since submission. - Contact details: Email Address, Phone Number (_"Not provided"_ if blank), Last Updated if you edited them, and Lead ID. - Creator Note: click Edit, write a private note (_"Add a note about this lead..."_), and click Save. The lead never sees it. ## Responses (custom forms) The Responses tab, _"Review who filled out your form and follow up when it counts,"_ shows a table you can sort and search. | Column | What it shows | | ------------------------ | -------------------------------------------------------------------------- | | Respondent | Their name, if the form collected it. | | Email | Their email, if collected. | | Status | Draft (started but not sent), submitted or completed. | | Submitted | Date and time they sent it. | | Your first two questions | Their answers, on a wide screen, so you can scan without opening each one. | For each response: - See Answers: opens Response Details with their name (or _"Anonymous"_), email, date, how many answers, and every answer in order. It also offers Schedule 1:1 Session. - Schedule: jumps to scheduling a 1:1 session with their name and email filled in. Handy for intake and discovery forms. - Delete: removes the response after you confirm. Search responses… matches names, emails and answer text. Export Responses downloads every response with all answers as a CSV. Until someone submits, you see _"No responses yet."_ ## Where else submissions show up - [Audience → People](https://portal.bringsoul.life/audience/people): anyone who gave an email (or, on a lead form, a phone number) becomes a person in your audience, with a form submission on their activity. Lead-form sign-ups who received a free download also show that they claimed it. - Announcements: when you send one, choose _"Leads from [form] form"_ to reach everyone who signed up through one lead form. See [Send an announcement to a segment](https://help.bringsoul.life/luminaries/audience/send-an-announcement-to-a-segment). - Offering forms: answers to a form required before a session, event or purchase also appear on that form's Responses tab. ## Follow up | You want to… | Do this | | ----------------------------------------- | -------------------------------------------------------------------------------------------------- | | Email everyone from a lead form | Send an [announcement](https://help.bringsoul.life/luminaries/audience/announcements) to _"Leads from [form] form"_ | | Email each person automatically | Use the form's [Automation tab](https://help.bringsoul.life/luminaries/audience/forms/follow-up-automatically) (custom forms) | | Book a call with someone who applied | Schedule on their response | | Keep track of where a conversation stands | Add a Creator Note on the lead, or a note in [People](https://help.bringsoul.life/luminaries/audience/people) | ## Good to know - Soul doesn't email you when someone submits. Check this tab, or People, regularly. A recurring calendar reminder helps. - Anonymous responses have no name or email, so you can't follow up on them. - Deleting a lead or response can't be undone. Export first if you might need it. ## Related - [People](https://help.bringsoul.life/luminaries/audience/people) - [Question types](https://help.bringsoul.life/luminaries/audience/forms/question-types) - [Follow up automatically](https://help.bringsoul.life/luminaries/audience/forms/follow-up-automatically)