Home  >   FAQs   >  How do I view WhatsApp-Wablas records in the CRM?
FAQs in this section

How do I view WhatsApp-Wablas records in the CRM?

Table of Contents
Once you send or receive a WhatsApp message via Wablas, records are created in the CRM. You can view the records in the:
  • WhatsApp module, or
  • Related modules
View records from the WhatsApp module
Follow these steps to view WhatsApp records from the WhatsApp module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Essentials.
  4. Look for Conversations.
  5. Click WhatsApp. The List View displays all WhatsApp records. 
  6. In the Source field, type the name of the WhatsApp service provider. For example, Wablas.
  7. Hit Search or Enter. WhatsApp records for the specified WhatsApp provider are displayed.
  8. Click on a record to view its details. 

View records from the related modules
You can view WhatsApp conversations from the module where you have initiated them.
Follow these steps to view WhatsApp records from a module:
  1. Log in to your CRM account.
  2. Go to the module from where you have initiated the WhatsApp conversation.
  3. Click the customer record. The Summary View opens.
  4. Under Activities, you can view the WhatsApp conversation with delivery statuses Delivered, Failed, and Read.
Or
  1. Log in to your CRM account.
  2. Go to the module from where you have initiated the WhatsApp conversation.
  3. Click the customer record. The Summary View opens.
  4. In the Widget View, click WhatsApp.
  5. You can view the WhatsApp conversation.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.