ContactUs.com admin

1. Main Dashboard
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Account Activity Feed
Latest Leads & Calls
Visitor Stats

2. Forms: Form Builder – Field Selector
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3. Forms: Form Builder > CSS Editor (Visual Editor)
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Visual Editor for design customization to non‐CSS developers.

4. Forms: Form Builder > CSS Editor (Code Editor)
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Code Editor for web developers.

5. Forms: Supported Integrations
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Example of
Integration Set‐Up
List of Available Integrations

6. Forms: Google Analytics Integration
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Google Analytics Code for
Form View
Google Analytics Code for
Form Submission

7. 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.

8. Calendar: Appointment Scheduling Form
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9. Calendar: Edit Appointment Rules
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10. Calendar: Google Calendar Sync
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11. Chat: Chat Agent Interface
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Lead Management Fields

12. Contacts: Lead List View
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Lead Source Disposition
Status

13. Contacts: Lead Detail – Activity Feed
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Activity Feed
Lead Summary Panel

14. Contacts: Lead Detail – Notes Module
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Manually‐Added User Notes

15. Contacts: Lead Detail – 2-Way Email
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Review Older Messages
Compose a New Message

16. Contacts: Lead Detail – Data Fields
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17. 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

18. 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.

19. Calls: Phone Campaign List View
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This interface is used to create tracking campaigns and assign phone numbers to
them.

20. Calls: Phone # Ordering & Assignment
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This interface is used to order new phone numbers for Phone Campaigns.