A lead in Stravax Engage is a record with a name, phone, email, company, and a pipeline stage. You work leads from CRM in a board or table, subject to your access. In the earlier look, use the pipeline board. In either look, every stage move and note is written to an append-only activity timeline, and a lead created from a phone number is automatically linked to the matching WhatsApp contact.
Each lead stores:
| Field | What it holds |
|---|---|
| Name, phone, email, company | Core identity fields |
| Stage | Where the lead sits in the pipeline (defaults to intake on creation) |
| Status | Your workspace's own word for that stage, see Lead status and your own labels |
| Owner | The team member assigned to the lead |
| Source | How the lead arrived: manual entry, CSV import, web form, WhatsApp inbound, or an ad connector |
| Conversion value and currency | Set when a lead is marked converted |
| Close date and closing owner | Set when the deal is closed, won or lost, and used by the sales performance report |
| Custom fields | Extra data captured with the lead (for example, a web form's budget or interest field) |
Leads are org-scoped, not tied to a single WhatsApp number, so they sit alongside your contacts and conversations as one CRM view for the whole team.
In the earlier look, the pipeline board has five columns:
In the earlier look, each column shows a running count of leads in that stage. The Converted column also totals converted value, grouped by currency if you close deals in more than one. Each card carries the lead's status chip, which is your workspace's own word for where that lead stands, so the columns stay the same five while the words on the cards are yours.
Open a lead to see its identity, stage, source, owner and activity timeline in the lead panel. Custom fields are not shown in the new look. In the earlier look, open the lead's detail drawer. The timeline is append-only and records:
Each entry is attributed to the person who made it, so the timeline reads as a full history of what happened to the lead and who acted.
When a lead's phone number matches an existing WhatsApp contact for your organization, Stravax Engage links the two automatically at creation. The lead panel can offer a conversation when one is available and you have access.
Open CRM from the main navigation. Subject to your access, you can:
For more detail, see Lead reminders, Junk leads and Syncing leads to your CRM.
Leads arriving from your website also land here, see Capturing leads from web forms. Leads generated by a WhatsApp conversation keep their link back to that thread in your inbox.