What does the "This page" link in a contact's activity do in AI CRM?

Open the website page tied to a contact's activity, including where a lead converted, from the Activity tab.

Important: This feature is only available on desktop. It is not accessible through the Luxury Presence Mobile App.

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Overview

The This page link in a contact's Activity tab in AI CRM opens the page on your website that the activity is tied to, so you can see exactly where a lead converted. Click This page and the page opens in a new browser tab, without taking you away from the contact's profile.

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How to open the page tied to a contact's activity in AI CRM

To open the page behind an entry in a contact's Activity tab using the This page link, follow these steps:

1. Navigate to the Presence® Platform.
2. Click Contacts from the left-hand menu.
3. Click the contact's name to open their profile.
4. Click the Activity tab at the top of the profile.
5. Find the activity entry you want, then click the This page link in the bottom left-hand corner of the entry.

The This page link opens the page in a new browser tab, and the contact's profile stays open in your original tab.

For everything else the Activity tab shows, see How to use the tabs on a contact profile in AI CRM.

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When to use the This page link in a contact's activity

The This page link in a contact's activity is useful when you want to see the page of your website that a contact was on when they took an action.

• Lead conversion — See the page where a lead converted so you know what they were looking at when they reached out
• Follow-up context — Review the page tied to an activity before you contact the lead, so your outreach matches their interest
• Lead origins — Check which pages on your website are producing leads

To see which form captured a lead, see How to use the Source, Form, and Channel fields in AI CRM, which explains the Form field in the contacts table.

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FAQs

What does the "This page" link in a contact's activity do?

The This page link in a contact's activity opens the page on your website that the activity is tied to, including the page where a lead converted. It opens in a new browser tab.

Where do I find the "This page" link in AI CRM?

The This page link appears in the bottom left-hand corner of an entry in a contact's Activity tab. To find it, open Contacts in the Presence® Platform, click the contact's name, and click the Activity tab.

Which activity entries show the "This page" link?

Activity entries that are tied to a page on your website show the This page link in the bottom left-hand corner of the entry. This includes the entry for the page where a contact converted into a lead.

How can I see which page a lead converted on in AI CRM?

To see the page where a lead converted in AI CRM, open the contact's Activity tab and use the This page link:

1. Navigate to the Presence® Platform.
2. Click Contacts from the left-hand menu.
3. Click the contact's name to open their profile.
4. Click the Activity tab at the top of the profile.
5. Find the activity entry you want, then click the This page link in the bottom left-hand corner of the entry.

The page opens in a new browser tab.

Does the "This page" link open in the same tab or a new tab?

The This page link opens the page in a new browser tab. The contact's profile stays open in your original tab.

Can I use the "This page" link in the Luxury Presence Mobile App?

No. The This page link in a contact's activity is only available on desktop. It is not accessible through the Luxury Presence Mobile App.

How do I contact Luxury Presence support about the "This page" link?

If you run into an issue with the This page link in a contact's activity that isn't covered here, you can contact our support team:

• Live chat via the Presence® Platform (fastest)
• Email: support@luxurypresence.com (general) / billing@luxurypresence.com (billing)
• Phone: 310-955-1077, option 2