Main Dashboard

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Account Activity Feed

Latest Leads & Calls

Visitor Stats

Forms: Form Builder – Field Selector

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Forms: Form Builder > CSS Editor (Visual Editor)

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Visual Editor for design customization to non‐CSS developers.

Forms: Form Builder > CSS Editor (Code Editor)

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Code Editor for web developers.

Forms: Supported Integrations

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Example of Integration Set‐Up

List of Available Integrations

Forms: Google Analytics Integration

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Google Analytics Code for Form View

Google Analytics Code for Form Submission

Forms: Proactive Form Triggers

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Also has Exit Intent triggers for paid users to open forms or messaging automatically when an exit intend is detected

Enables ContactUs.com paid users to apply rules used in proactively showing the lead‐capture experience on the website.

Calendar: Appointment Scheduling Form

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Calendar: Edit Appointment Rules

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Calendar: Google Calendar Sync

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Chat: Chat Agent Interface

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Lead Management Fields

Contacts: Lead List View

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Lead Source Disposition Status

Contacts: Lead Detail – Activity Feed

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Activity Feed 

Lead Summary Panel

Contacts: Lead Detail – Notes Module

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Manually‐Added User Notes

Contacts: Lead Detail – 2-Way Email

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Review Older Messages

Compose a New Message

Contacts: Lead Detail – Data Fields

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Contacts: Lead Detail – Tracking History

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Provides individual‐level data allowing salespeople to see the on‐site click behavior over the lifetime of a lead.

Onsite Browsing History

Session Details

Contacts: Manage Custom Disposition Statuses

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Lead Statuses are used to sort, prioritize and track your leads. You can use the default statuses in our system, or add and edit the disposition 

lead statuses for leads and contacts in your account.

Calls: Phone Campaign List View

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This interface is used to create tracking campaigns and assign phone numbers to them. 

Calls: Phone # Ordering & Assignment

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This interface is used to order new phone numbers for Phone Campaigns.