> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.simplecheck.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Bookings & Leads: Search, Export, and Check Delivery Status

## Open Booking & Lead Management

Click **Bookings & Leads** in the sidebar. This is the operational source of truth for whether a prospect submitted, booked, qualified, and reached the intended CRM/calendar.

The left side includes:

- **API Logs**
- **Smart Routing** logs when available
- One tab per widget

Select a widget to open its booking/lead manager.

![Bookings and Leads Overview](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/helpdesk-1784835467121-booking_1f5dyqq.png)

*Select a widget, then use its management controls to search, export, refresh, and inspect records.*

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## Why This Matters

- Find a prospect while they are still warm
- Separate “lead saved” from “CRM/calendar delivery succeeded”
- Export the exact filtered records your sales team needs
- Catch downstream failures without losing the original SmartForm submission

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## Widget Controls

At the top of a widget:

- **View Widget** — opens the public widget
- **Edit Widget** — opens Widget Setup
- **Bookings / Leads** — switch record type when the widget supports both
- **Search** — name, email, or phone
- **Export** — downloads the currently filtered record type to CSV
- **Refresh** — reloads current data/status

CSV exports include contact/form information plus available X-Ray, validation, meeting, routing, CRM, and calendar-delivery fields.

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## Read a Booking or Lead

Records can show:

- Contact details and custom fields
- X-Ray values/qualification
- Meeting date/time/timezone and assigned person
- Email validation status
- Smart Routing result
- CRM sync indicators/errors
- Calendar sync status/error
- Attribution/source data

An empty or unavailable X-Ray field is not automatically an error; confirm whether the pull succeeded.

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## CRM and Calendar Delivery

SmartForm saves the submission first, then attempts configured downstream delivery.

If one CRM fails:

- The SmartForm record can still exist
- Other CRMs may still sync
- Calendar delivery can have a separate result

Use the provider-specific status/error shown on the record and compare it with **Connections** / the widget integration tabs.

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## Delete Test Records Carefully

Deleting a booking can optionally cancel its calendar event. Confirm whether the event should be cancelled before proceeding.

> Deletion is permanent. Export anything needed first, and never delete a real lead merely to hide a downstream sync issue.

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## Subscription Access

If the SmartForm Subscription is inactive, existing widgets keep receiving submissions and forwarding to configured destinations, but portal submission views are hidden until reactivation.

## Troubleshooting

### A lead is missing from a CRM
Confirm the SmartForm record exists, inspect the provider sync error, then verify the CRM connection is healthy.

### A booking has no calendar event
Inspect **Calendar Sync Error**, assigned person, selected calendar/team, and provider connection health.

### Search shows no results
Clear the search and ensure the correct widget and Bookings/Leads tab are selected.

### Export is empty
Exports use the active tab/filter. Clear search or switch tabs, then retry.

Contact support with the widget, submission ID, destination, and approximate time—redact lead PII when possible.