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How do I send a WhatsApp message from the CRM?

Table of Contents

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

From the List View (of different modules)
Follow these steps to send a WhatsApp message from the List View: 

  1. Log in to the CRM.
  2. Go to the List View of a module.
  3. Hover on the record you want to send a WhatsApp message to.
  4. Click on the WhatsApp icon that is visible on the extreme right of the screen.
  5. Enter or select the following in the Send WhatsApp Message window -
    1. Essentials: Select a phone number to send the WhatsApp message.
      1. Note: The number has to be a mobile number installed with WhatsApp to receive and send messages.
    2. 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.
    3. Message window: Type your message in this textbox.
      1. Make your message fun: You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
      2. 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.
    4. Click Send.
From the Summary View of a record
Follow these steps to send a WhatsApp message from the Summary View of a record: 
  1. Log in to the CRM.
  2. Click the module you want to go to. The List View opens.
  3. Click on a record to go to its Summary View.
  4. Click More (the three dots) in the top right corner. 
  5. Click WhatsApp. The Send WhatsApp Message window opens.
  6. Enter or select the following in the Send WhatsApp Message window -
    1. Phone Number: Select a phone number to send the WhatsApp message.
      1. Note: The number has to be a mobile number installed with WhatsApp to receive and send messages.
    2. Select WhatsApp Template: Select a message template if you want to send a standard message. This is optional.
    3. Message window: Type your message in the textbox.
      1. Make your message fun - You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
      2. 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.
    4. Click Send.
Note: 
  • You cannot edit message templates in this window.
  • You can attach only one file (or document) per message.
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