Leads pipeline (Meta + WhatsApp)

Where Instant Form and WhatsApp leads show up and how to sync.

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  1. Open Dashboard → Leads for your combined pipeline.
  2. Use Sync Meta to pull Instant Form leads from connected pages.
  3. Filter by status, source, or priority; switch table / kanban views.
  4. Open WhatsApp from the Leads header for CTWA conversations and templates.
  5. Add manual leads with Add lead when you capture inquiries offline.

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