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Where is Wablas available as a WhatsApp service provider in the CRM?

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Once you have successfully installed the Wablas add-on, it will be added as a WhatsApp service provider in the Send WhatsApp Message window. You can send messages 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 of the modules where the WhatsApp Integration feature is available.

For example, follow these steps to find and use Wablas as a service provider from the Contacts module: 
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Lead & Contact Management.
  5. Click Contacts.
  6. Hover the mouse on a record.
  7. Click WhatsApp. The Send WhatsApp Message window opens.
  8. Enter or select the following information:
    1. Phone Number - Customer’s phone number.
    2. Select WhatsApp Template - Choose a WhatsApp template.
    3. Or
    4. Message - Type the WhatsApp message to be delivered to the customer. 
    5. Attach Files - Attach files if needed. Note: WhatsApp templates saved in the WhatsApp Template module are displayed here.
    6. Attach Files - Attach files if needed.
    7. Click Send.
You have now successfully sent a WhatsApp message from the List View.
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