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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.
Configure controls which columns the inbox shows.
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.
Drag columns so the most important ones sit on the left.
4

Save the configuration

Save so the inbox shows your chosen columns for every submission going forward.
Save so the inbox shows your chosen columns (including custom and CRM fields) for every submission.

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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.