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For partner ops who triage submissions at a glance instead of opening each one.
The right columns make review fast. Surfacing the fields you actually decide on - including custom fields and CRM data - lets you scan and act on a queue without opening every submission, which keeps the inbox moving. This is a quick, one-time setup that pays off on every review session.

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What you’ll achieve

A Submissions inbox that shows the columns most useful to your review - status, partner, the dates you track, and any custom or CRM fields you decide by - so you can prioritize and triage at a glance.

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Before you start

1

Confirm access

You need access to the Submissions inbox.
2

Know what you decide by

Decide which fields drive your triage (deal value, region, a qualifying field) so you know which columns to add.

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Watch it

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Steps

1

Open Submissions

Go to Submissions. By default the inbox shows core columns such as the form, partner, dates, status, and who submitted.
Open Submissions
2

Open Configure

Choose Configure to open the column configuration. This is where you decide which properties appear as columns across every submission in the inbox.
Open Configure
3

Choose the columns to show

Add the columns you review by and remove the ones you do not need:
  • Core fields - form, partner, the submitted and accepted dates, status, and submitter - keep the ones that drive your triage.
  • Custom and CRM fields - add fields captured by the form or synced from your CRM, so values like deal size or region show inline. These are the columns that let you decide without opening a submission.
Order them so the most important sits left, where you read first.
Choose the columns to show
4

Save the configuration

Save so the inbox shows your chosen columns for every submission going forward.
Save the configuration

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Verify it worked

The inbox shows your chosen columns - including any custom or CRM fields - for every submission, so you can triage and prioritize without opening each one.

Run a submission approval workflow

Review and resolve the submissions you triage.

Connect a form to your CRM

Surface CRM data in the inbox columns.

Implementation reference

Full configuration options.