Analyze Section of CRM Forms

The Analyze section in the Form section of your CRM system helps you efficiently manage and track the statistics of each form submission and affiliate application. It compiles data from each form, providing you with a comprehensive daily report that includes submission numbers and affiliate applications. 

Choosing a Date Range

To focus on form submissions and affiliate applications from a particular period, navigate to the date bar in the upper right corner of the page. You'll find several pre-set options or the ability to select a custom date range. Once you've chosen the desired range, click the checkmark icon to update your report.

 

Refreshing Submission Data

If you want to see the most up-to-date data, simply click the refresh icon located next to the date range selector. This will reload the form's submission information, ensuring you have the latest figures. 

Viewing Total Submission Data

In this section, you can review both the total number of submissions and affiliate applications, along with their respective submission dates. 

Inspecting Data on Graphs

When hovering over the submission graph, you’ll be able to view detailed information for each form submission. 

Form List Overview

In this section, you'll see a detailed list of all form submissions.

• Name: Displays the names of all created forms.
• Submission: Shows how many submissions each form has received.
• View Submission: Allows you to dive deeper into individual submission details.