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    Home  >   FAQs   >  How do I send WhatsApp messages with IMI Mobile from Vtiger CRM?
    FAQs in this section
    Can I use the CRM to send WhatsApp messages? Can I use WhatsApp from all the modules in the CRM? Can I send a WhatsApp message to my contact from the CRM? Can I simply install and start using WhatsApp? I have a Twilio number. Can I connect my WhatsApp to the CRM? Can I use my Facebook account to integrate my WhatsApp with Twilio? How do I connect Twilio with WhatsApp? How do I install WhatsApp in the CRM? How do I configure WhatsApp in Vtiger CRM? How do I send a WhatsApp message from the CRM? What kind of WhatsApp messages can I send from the CRM? Can I send a standard or a common message through WhatsApp? How do I create standard message templates for WhatsApp + Twilio? Can I send a document along with my WhatsApp message? How can I attach a document with my WhatsApp message? My WhatsApp messages look plain. How do I change the format of my WhatsApp messages? Where can I see all the WhatsApp messages I have sent or received in the CRM? How do I know if the WhatsApp message I have sent has been received? Can I create WhatsApp messages for approval notifications? What are the limitations or conditions for sending WhatsApp messages from the CRM? What is the use of WhatsApp in the Vtiger CRM mobile app? What is the Whatsapp integration with IMI Mobile for Vtiger CRM? Who can configure Whatsapp with IMI Mobile in Vtiger CRM? What are the benefits of integrating WhatsApp and IMI Mobile with Vtiger? How do I use IMI Mobile-WhatsApp templates in Vtiger CRM? How do I disable WhatsApp integration with IMI Mobile? How do I configure WhatsApp with IMI Mobile for Vtiger CRM? Where do I see the WhatsApp messages I have sent to customers? What is WhatsApp integration with Twilio? For which modules of Vtiger is the WhatsApp - Twilio integration available? In which editions of the CRM is WhatsApp integration available? What are the conditions for integrating WhatsApp and Twilio with Vtiger CRM? How do I integrate WhatsApp with Vtiger CRM via Twilio? How do I send a WhatsApp message from the CRM? Can I format the WhatsApp messages that I send? How do I send a Print Template in my WhatsApp messages?  How do I send a WhatsApp message from the related WhatsApp Tab in the Summary View? How do I send a WhatsApp message from the Summary View of a record? In which modules can WhatsApp templates be used?

    How do I send WhatsApp messages with IMI Mobile from Vtiger CRM?

    Table of Contents
    You can send WhatsApp messages through IMI Mobile:
    • From the desktop version of Vtiger CRM as well as the Vtiger CRM Mobile app.
    • From the List view as well as the Summary view in all the modules where the WhatsApp Integration feature is available.

    Sending WhatsApp messages from List View

    Here, for instance, let us consider the Contacts module. 
    Follow these steps to send WhatsApp messages via IMI Mobile: 
    1. Log in to your CRM account.
    2. Click the User Menu.
    3. Click Essentials.
    4. Click Lead & Contact Management > Contacts.
    5. Hover the mouse on the Contact record to whom you want to send the message.
    6. Click WhatsApp from the options that are displayed. The Send WhatsApp Message window opens.
    7. Enter or select the following information -
      1. Phone Number: Choose the phone number.
      2. WhatsApp Template: Select the required template.
        1. Note: Approved WhatsApp templates saved in the WhatsApp Template module are displayed here.
      3. Attach files if needed.
      4. Click Send.
    You have now sent a WhatsApp message to the selected customer.

    Sending WhatsApp messages from Summary View
    Here, for instance, let us consider the Contacts module. 
    Follow these steps to send WhatsApp messages via IMI Mobile: 
    1. Log in to your CRM account.
    2. Click the User Menu.
    3. Click Essentials.
    4. Click Lead & Contact Management > Contacts.
    5. Click the Contact record to whom you want to send the message. The Summary View opens.
    6. Click WhatsApp. The Send WhatsApp Message window opens.
    7. Enter or select the following information -
      1. Phone Number: Choose the phone number.
      2. WhatsApp Template: Select the required template.
        1. Note: Approved WhatsApp templates saved in the WhatsApp Template module are displayed here.
      3. Attach files if needed.
      4. Click Send.
    You have now sent a WhatsApp message to the selected customer.
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