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.

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

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

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.

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.

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.

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.

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.

Updated on: 23/07/2026