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How to view and manage real estate form submissions

View and Manage Real Estate Form Submissions

How to manage form submissions submitted on your real estate website.

Where do real estate form submissions show up?

Every real estate form submission on your website lands in one place — your form submissions inbox at Squeeze Forms & SMS → Submissions. Doesn't matter which form caught the lead, doesn't matter what page they were on, doesn't matter if they finished the form or bailed halfway. If they hit Submit (or filled in a step on a multi-step form), the data is in your inbox waiting for you.

The inbox shows every submission across every form on your site. You can drill into a specific form to see only its submissions, but the default view is everything at once — most tenants prefer working from the unified list because it's the fastest way to spot fresh leads regardless of where they came from.


Form submissions

What's the difference between a submission and a lead?

A submission is the raw form data — what the visitor typed in, when they submitted, what page they came from. A lead is a person in your CRM with a name, email, phone, and a follow-up pipeline.

They're related but separate. Every submission either creates a new lead (if the email or phone is new to your CRM) or attaches to an existing one (if you've talked to that person before). This way, a single lead can have multiple submissions tied to them — maybe they downloaded your ebook six months ago and just now filled out your cash offer form.

In practical terms: submissions are the firehose, leads are the contact list. You look at submissions to see what's happening right now. You look at leads to follow up over time.

Form submissions

What do Submitted, Partial, and Spam mean?

Every submission has a form submission status badge. There are three you'll see most often, color-coded so you can scan the list and know where to focus:

  • Submitted (green). The lead filled out the whole form and clicked the final Submit button. This is your bread and butter.
  • Partial (orange). The lead filled in at least one step of a multi-step form and clicked Next, but didn't finish the rest. SiteStakes saves these silently — most form builders don't.
  • Spam (red). The platform flagged the submission as bot or junk traffic. Hidden from the default view but reviewable if you switch the filter.

Partial submissions are worth more attention than most tenants give them. The lead showed real intent — they started filling out a form on your site — they just got distracted before finishing. A quick follow-up email or call often converts these at the same rate as completed submissions.

How do you filter and search submissions?

The inbox has a filter bar at the top with three controls that let you slice through hundreds of lead capture submissions in seconds:

  • Search. Type a name, email, phone, or property address. The list filters as you type.
  • Status filter. Show all, only Submitted, or only Partial.
  • Spam filter. Show all, valid only (default), or spam only.

For working through a backlog, the most useful combination is: clear the search, switch the status filter to All, switch the spam filter to Valid Only. That gives you every real submission with no spam noise. From there, sort by date if you want newest first. The list paginates at 25 submissions per page.

You can also drill into a specific form by clicking it on the All Forms page. The single-form view shows the same filter controls plus a few extras — stats cards for Total, Valid, and Spam counts on that specific form, and an Export CSV button for that form's data.

How do you view a submission and follow up on the lead?

Click any row in the inbox to open the submission detail view. From the detail view you can see:

  • Contact info. Name, email, phone — all editable inline if the lead typed something wrong or if you want to clean it up.
  • Property info. If the form captured a property address, you get a Street View image, a map link, and (if BatchData enrichment is on) bedrooms, square footage, and ownership data.
  • Form answers. Everything they filled in, in order, with the field labels they saw.
  • Metadata. Date and time, the page URL they were on when they submitted, their IP for fraud review.

The detail view also has three action buttons across the top:

  • 📧 Email. Opens a compose window pre-filled with the lead's email address. Send a one-off message without leaving the page.
  • 📞 Call. Triggers a tel: link — on mobile or with a desk softphone, this kicks off the call directly.
  • Mark as Lead (or Convert to Lead if no lead exists yet). Promotes the submission into your CRM pipeline with the right lead type already tagged.

Most tenants work through new submissions in batches — a quick scan of the list, open the ones with property addresses, send a personal email or text, mark them as contacted. Five minutes of inbox time covers a day's worth of fresh leads.

How do you export submissions to CSV?

The Export CSV button is how you manage form submissions in bulk — it lives on the single-form view, not the site-wide dashboard. To export:

  1. Go to Squeeze Forms & SMS → All Forms.
  2. Click the form whose submissions you want to export.
  3. On that form's submissions page, apply any filters you want (status, spam, date range, search).
  4. Click Export CSV.

The CSV includes every field the form captured, plus the standard metadata columns (submission date, status, source URL). The export respects whatever filters you have set, so if you've filtered to Valid Only and a specific date range, the CSV only contains those rows.

CSVs are useful for bulk follow-up campaigns, importing into a different CRM, or simple offline review. For day-to-day work, most tenants stay in the inbox — exporting is for handing data to someone else or archiving.

Export leads

Tips for working through your real estate form submissions

A few habits separate tenants who manage their real estate form submissions well from those who let leads slip through. None of them takes more than a few seconds, but the compounding effect on conversion is real:

  • Check the inbox first thing every morning. Even with automated notifications, scanning the list catches anything that came in overnight while you were asleep. Five minutes of inbox time covers a day's worth of fresh leads.
  • Don't ignore the Partial badge. A partial submission is a real lead. Reach out — sometimes they finish the form on the phone, sometimes they convert without ever finishing it.
  • Edit the contact fields inline if something looks off. A typo in an email address or a phone number with extra digits is worth fixing immediately. The lead is real even if the data isn't.
  • Use search aggressively when a lead calls in. Type their name or phone number into the search box to pull up every submission they've ever made on your site. Useful context before the conversation.

For more on the data the form captures (and how property details get pulled in automatically), see Property Data Enrichment. For setting up automatic notifications so you don't have to check the inbox manually, see Form Automations.

Frequently asked questions

How long are submissions stored?+
Indefinitely. The platform doesn't auto-delete submission data. You can delete individual submissions from the detail view if you want to clean up.
Can I edit a submission's data after the fact?+
Yes — the contact fields (name, email, phone, address) are editable inline. The lead's form answers are read-only since they reflect what the lead actually submitted.
Why is a submission showing up as Superseded?+
That means the lead it was linked to got merged with another lead. The data is still there, the submission still counts, but it now belongs to the winning lead in your CRM.
Can I bulk-delete spam submissions?+
Not from the UI. Spam submissions are filtered out of the default view, so they don't clutter your inbox. If you need to bulk-clean, contact support.
Does the submissions inbox sync across devices?+
Yes. The inbox is a live view from the database. Open it on your phone while at lunch, refresh on your desktop when you get back to the office — same data.
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