You can send messages by clicking on the WhatsApp icon that appears on the screen in:
- The List View of every record in these modules - Contacts, Vendor, Deals, Invoices, Quotes, Cases, and Internal Tickets
- The Summary View under Do > Reach out now > WhatsApp
Follow these steps to send a WhatsApp message from your CRM.
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From the List View (of different modules)
- Go to the List View of a module.
- Hover on the record you want to send a WhatsApp message to.
- Click on the WhatsApp icon that is visible on the extreme right of the screen.
- Enter or select the following in the Send WhatsApp Message window.
- Essentials: Select a phone number to send the WhatsApp message.
- Note: The number has to be a mobile number installed with WhatsApp to receive and send messages.
- Select WhatsApp Template: Select a message template if you want to send a standard message. You can select this option only if you have an approved template to choose from.
- Message window: Type your message in this textbox.
- Make your message fun: You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
- Don't forget a document: You can upload documents along with your message by clicking the Attach Files link.
- The maximum size of a document is limited to 16 MB.
- Click the Send button.
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From the Summary View of a record.
- Click on a record to go to its Summary View.
- Click the Do button.
- Click Reach out now in the What do you want to do window.
- Click WhatsApp.
- Enter or select the following in the Send WhatsApp Message window.
- Essentials - Select a phone number to send the WhatsApp message.
- Note: The number has to be a mobile number installed with WhatsApp to receive and send messages.
- Select WhatsApp Template - Select a message template if you want to send a standard message. This is optional.
- Message window - Type your message in the textbox.
- Make your message fun - You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
- Don't forget a document - You can upload documents along with your message by clicking the Attach Files link.
- The maximum size of a document is limited to 16 MB.
- Click the Send button.
Note:
- You cannot edit message templates in this window.
- You can attach only one file (or document) per message.