PointWake CRM Training Video
Sites Overview
Explore websites, funnels, forms, surveys, chat widgets, quizzes and QR codes connected to CRM workflows.
Sites Overview . 4:27 . Beginner . Websites and Lead Capture . Source: Sites Overview (LeadConnector)
About this video
Sites Overview is a 4:27 walkthrough in the PointWake CRM training library. Explore websites, funnels, forms, surveys, chat widgets, quizzes and QR codes connected to CRM workflows. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.
A page only earns its keep when it turns a visitor into a contact record. This walkthrough shows how the pages and forms feed straight into PointWake CRM. It is filed under Websites and Lead Capture at a beginner level. No prior setup knowledge is needed to follow along. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.
This recording is produced and hosted by LeadConnector, the platform infrastructure behind PointWake CRM. PointWake did not produce the video. We curate the sequence, add the setup context around it and support the work inside your own account. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to explore website services below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.
What you will learn
- Where sites overview lives inside PointWake CRM and what it controls
- Explore websites, funnels, forms, surveys, chat widgets, quizzes and QR codes connected to CRM workflows
- How this step connects to the rest of your lead follow-up so nothing is handled twice
- What to check afterwards before you rely on it with real customers