🔍 Finding the Questionnaire
Head to your Lead Pipeline
Click into the lead the questionnaire was sent to
Under Questionnaires, click the ⋯ menu next to the one marked Published
📌 Note: A questionnaire needs to show a Published status before any responses can come in — if it's still in draft, there won't be anything to preview yet.
👀 Viewing Responses
On the questionnaire page, scroll to the Questionnaire Responses section on the right-hand panel
You'll see the name of whoever submitted a response, along with their submission status
Click Preview & Print to open and view their individual answers
💡 Tip: The right-hand panel also shows useful context alongside the responses — like Document History (who created/last updated it) and Emails Sent (a log of when the questionnaire was sent and to whom). Handy if you need to confirm a client actually received it.
📌 Note: Published questionnaires can't be edited directly by planners. However, once a lead has submitted their answers, you're able to edit their responses directly.
💡 Tip: Need to follow up with the lead after reviewing their answers? Use the Send Follow-up button in the Actions section — no need to leave the page.