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What are the WhatsApp opt-in settings available for Clickatell in Vtiger CRM?

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WhatsApp opt-in options are WhatsApp messaging options available for sending and receiving WhatsApp messages with Clickatell. 
You can select the following WhatsApp opt-in options for your contacts, leads, organizations, and vendors based on your preferences:
  1. Single opt-in: It lets you send outgoing messages and receive incoming messages from WhatsApp using Clickatell.
  2. User opted out: It lets you receive incoming messages and does not let you send outgoing messages from WhatsApp using Clickatell.
  3. None:  It lets you send outgoing messages and receive incoming messages from WhatsApp using Clickatell.

The WhatsApp opt-in is a field available in a few CRM module records under Basic Information > WhatsApp opt-in in the Summary View and Detailed View. It provides WhatsApp opt-in options.
 
 
The WhatsApp opt-in options are available for the following modules:
  • Contacts
  • Leads
  • Organization
  • Vendors
Follow these steps to select a WhatsApp opt-in option while creating or editing a record for a contact, lead, organization, or vendor:
For example, we have considered the Contacts module. , you can go to any module mentioned above.
Follow these steps to select a WhatsApp opt-in option for a contact record: 
  1. Log into your CRM account.
  2. Click the User Menu.
  3. Click Essentials.
  4. Look for Lead & Contact Management.
  5. Select Contacts.
  6. Click +Add Contact.
or
  1. Select a Contact record.
  2. Go to the Summary View or Detailed View of the record.
  3. Go to Basic Information.
  4. Look for the WhatsApp opt-in field. Select a suitable WhatsApp opt-in option.
You have now successfully selected a WhatsApp opt-in option for a contact in CRM.
Note: The WhatsApp opt-in options are available for all the WhatsApp providers Vtiger CRM is integrated with.
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