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How do I send a WhatsApp message from the CRM using Wablas?

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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.
Send a WhatsApp message from the List View
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.

 
Send a WhatsApp message from the Summary View
Follow these steps to send WhatsApp messages from the Summary view.
  1. Login to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Lead & Contact Management.
  5. Click Contacts. The List View displays your contacts record.
  6. Click on a contact record to whom you want to send a message. The Summary View opens.
  7. Scroll down the widget bar and click WhatsApp. The WhatsApp messaging window opens.
  8. You can send, receive, reply and continue personalized/non-personalized WhatsApp conversations from this window.
    1. You can also make voice calls, attach images, videos, etc., or send WhatsApp Templates by clicking the options available from the messaging window.
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