Docs / CRM and leads

CRM and leads

Leads, pipelines, timelines and capturing leads from your website forms.

Leads, pipelines and timelines
How leads are structured in Stravax Engage, the pipeline stages, and the timeline that links a lead to its WhatsApp conversation.
Capturing leads from web forms
How to send website form submissions into Stravax Engage using the public leads endpoint, and where those leads land.
Moving a lead through stages
How to change a lead's pipeline stage in Stravax Engage, what it writes to the timeline, and the difference between qualified and converted.
Lead status and your own labels
Setting a lead's status from inside a conversation, and defining the status vocabulary your workspace uses instead of the built-in pipeline stages.
Closing a deal
What Stravax Engage requires before a deal can be marked won, why a closed deal freezes, and how to work a returning customer.
Sales performance by agent
The per-agent sales table in Reports, how leads handled, won, lost and won value are counted, and the two cases where the numbers surprise people.