Forms: entries, pipeline & links

What happens after someone submits: what they see once they've sent their response, how you work through the responses that come in, and the two kinds of link that let a respondent come back to theirs.

#Thank you page & redirection

After submission on the icon rail sets what happens right after a successful submit — a message shown in place of the form, or a redirect to a URL of your own.

With neither set, respondents see a plain default: "Thanks — that reached us." Neither field supports the {{Field Label}} placeholders the notification emails do — both are shown exactly as written.

To show a different message or redirect depending on the answers, add Endings by answer in the same drawer — see Conditional logic.

#Reading your entries

Open a form's Responses to see what has come in. These views show the same responses in different ways:

• List — one row per response, paged, with unread ones marked. Click a row to open it.
• Board — responses as cards in pipeline stages, for working leads through to a result.
• Sheet — every response in a spreadsheet grid, for scanning and comparing many at once.
• Calendar — on a form with a Booking field, every booked time on a month or week grid, with the upcoming ones listed beside it. Click a booking to see who booked, copy or join its Google Meet link, or open the response.

On a booking form, the booking column in the list also shows a Join Meet link for each response that has one.

Opening a response marks it read. Use the arrow keys (or j and k) to step to the next or previous one without closing the panel.

#Contacting a lead

Under the respondent's name, each response has buttons to reach them straight away:

• Call — opens your phone's dialer, or your computer's calling app, with their number.
• WhatsApp — opens a chat with them and a ready greeting that names the form. Numbers without a country code use the code of your browser's region.
• Email — opens your email app with a subject and greeting filled in.

Buttons appear only for details the respondent gave. Using one moves a New response to Contacted. Everything is sent from your own phone, WhatsApp or email, never from Quantalog.

#Working leads through a pipeline

Every response has a stage: New, Contacted, Qualified, Won or Lost. Responses start as New. On the Board, drag a card to another column to move it; in the response panel, change it under Lead.

The Lead section at the top of each response also holds:

• Assignee — who is handling it. Type a name; names already used on this form are suggested.
• Tags — short labels like "enterprise" or "follow-up". Press Enter or a comma to add one.
• Notes — internal notes with the time they were written. Respondents never see them. Ctrl+Enter (or ⌘+Enter) saves a note.

#Lead score

Give options a value under Scoring & answer key in a choice question's properties, and every new response gets a score: the sum of the values of the options it picked, across the whole form. "Budget: Over ₹5L" might be worth 30 and "Timeline: This month" 20, so the hottest leads rise to the top.

• The score shows on the response, on its board card, and as a Score column in the list.
• It is worked out when the response is submitted (and again if the respondent edits it). Responses that arrived before you set values have no score.

#Filtering and sorting

Filter, beside the search box, narrows the list by read status, submission date, stage, assignee (including Unassigned) and tag. Active filters show as chips under the toolbar; click a chip's × to remove it. Sort by Newest first, Oldest first or, on a scored form, Highest score. The assignee and tag filters appear once at least one response has an assignee or tag.

#Bulk actions

Tick responses in the list to open the bar at the bottom of the screen: mark them read or unread, move them to a stage, export just those to CSV, or delete them.

#Exporting responses

• Export CSV, in the ⋯ menu at the top of the page, downloads a CSV of the responses on screen, with stage, assignee, tags and (on a scored form) score after the answers. On a booking form it also has a Google Meet link column.
• PDF in a response's panel, or Download PDF in the ⋯ menu on its row, downloads that one response.
• Uploaded files in the page's ⋯ menu lists every uploaded file on the form, each opening from where it is stored.

#Importing leads from Excel

Import leads, in the ⋯ menu at the top of the page, adds leads you already have, such as a list from an event or another tool, as responses on the form.

• Download the Blank template for an Excel file with one column per question. Required questions are marked with *, each header has a note on the format to use, and choice questions have a dropdown of their options. A How to fill sheet lists every column.
• After the questions come optional lead details columns: Stage, Assignee, Tags, a Note and Submitted at for the original date. A booking form synced with Google Calendar also gets Calendar event link, plus Google Meet link when it adds Meet links, for meetings that already have them. Leave any of them empty to use the defaults.
• Download Sample leads for the same file with five test leads already filled in, to try the import before using real data.
• Upload the filled .xlsx file. Columns are matched to questions by their header, and you see the matched columns and the first rows before anything is saved. Up to 2,000 rows per file.
• Turn on Mark as test leads to add a test tag, so you can filter them out or bulk delete them later. Every imported lead also gets an imported tag.

#Coming back to an unfinished form

A respondent partway through a long form can ask to finish later. With collect partial responses turned on for the form, a "save and finish later" option emails them a link back to exactly where they stopped. This has to be requested — nothing is sent unless they ask for it — and the link expires with the draft itself, so it never outlives the response it points at.

#Letting a respondent edit their answers

Allow edit, a separate setting from partial responses, covers a submission that has already gone through. Turn it on and every confirmation email sent to a respondent carries an edit link automatically — there is nothing extra for them to request. Opening it lets them change their answers within a set window before the link stops working.

Editing replaces the same submission rather than creating a second one, and the confirmation shown afterward says so plainly — "Your changes are saved" in place of the usual thank-you screen, with no button offered to submit again.

#Resume link vs. edit link

• A resume link picks up an unfinished draft — it exists because a respondent asked for it partway through, and it goes nowhere once the response is actually submitted.
• An edit link changes a submission that is already complete — it is sent automatically, without being asked for, and only works while editing is turned on for the form.

Each is scoped to the one submission or draft it was minted for, and neither can be repurposed as the other.