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/ 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.