How do I send a WhatsApp message from the Summary View of a record?

Follow these steps to send a WhatsApp message from the Summary View of a record:

1. Log in to the CRM.
2. Go to the module you to send a message from. The List View opens.
3. Click on a record to go to its Summary View.
4. Click More. 
5. Under the Reach out now option, click WhatsApp.
6. Enter or select the following in the Send WhatsApp Message window:
   1. Phone Number - Select a phone number to send the WhatsApp message. The number has to be a mobile number installed with WhatsApp to receive and send messages.
   2. Select WhatsApp Template - Select a message template if you want to send a standard message. This is optional.
   3. Message window - Type your message in the textbox.
      1. Make your message fun: You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
      2. Don't forget a document: You can upload documents along with your message by clicking the Attach Files link. You can attach only one document of a maximum size of 16 MB. 

           6. Click Send.  

Note: Approved templates can be used only to send messages outside 24-hour sessions. This means when the customer has not replied within 24hrs, then we can use these approved template messages.