Update an intake submission

Open a form submission, change its status, claim it or assign it to a teammate, clear a spam flag, and see what Nova created from it.

In the sidebar, open Intake, then Inbox. The page address is /intake/inbox/ followed by the submission. The submission opens on its Overview tab with the customer's details in the left rail and the controls in the main area.

Before you start

• Reading a submission needs inbox access. Changing its status needs permission to manage submissions; assigning needs the assign permission; changing moderation needs the moderate permission. A control your role lacks is greyed out.
• Nova's routing rules may already have created an account, a ticket or a task from the submission. Check the Routing & conversion tab before doing it by hand.

Steps

1. Read the left rail: the form, publication, source, when it was Received, and the sender's Name, Email, Phone and Company.
2. Under Workflow controls, change the status. Either press one of the quick buttons (Triage, In review, Waiting on submitter, Qualified) or choose a Status from the list, type a Reason, and press Apply status.
3. To take the submission yourself, press Claim now. To give it to someone else, choose them under Assign to, add a Reason and press Apply assignment. Unassign clears it.
4. If a genuine request was flagged as spam, press Mark clean, or choose a Moderation state and press Apply moderation. If Nova quarantined an attachment, the Attachments tab shows why and lets you ask for a rescan.
5. Add an internal note on Notes & tags. Some organizations require a note or an attachment before a submission can be closed or converted; the page tells you when that is the case.
6. Open Routing & conversion to see what was created downstream, resolve a possible duplicate customer, and check the notifications and confirmations that were sent.

What you see

• Tabs: Overview, Notes & tags, Attachments, Checklists, Submitted values, Attribution, Timeline and Routing & conversion. You can reorder or hide them with the saved-views control.
• Submitted values shows exactly what the customer typed. Attribution shows where they came from (the page, the referrer, any campaign). Timeline shows every status, assignment and moderation change with its reason.
• Back to inbox returns to the list with your filters intact. Open public surface opens the page the customer used.

If something looks different

• The quick status buttons are greyed out: your role cannot manage submission status, or a change is already saving.
• Routing & conversion reads that conversion is blocked until attachments are trusted: a file is still being scanned or was quarantined. Handle it on Attachments first.
• Nothing was created from the submission: the form's Routing Rules and Outcome Rules decide that. See Create an intake form. You can still create the account yourself; see Create an account.

Open the intake inbox