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:
- Log in to the CRM.
- 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 Send.
From the Summary View of a recordFollow these steps to send a WhatsApp message from the Summary View of a record:
- Log in to the CRM.
- Click the module you want to go to. The List View opens.
- Click on a record to go to its Summary View.
- Click More (the three dots) in the top right corner.
- Click WhatsApp. The Send WhatsApp Message window opens.
- Enter or select the following in the Send WhatsApp Message window -
- Phone Number: 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 Send.
Note: - You cannot edit message templates in this window.
- You can attach only one file (or document) per message.