How do I send a WhatsApp message from the Summary View?
Follow these steps to send a WhatsApp message:
- Log in to the CRM.
- Go to Essentials.
- Go to the Lead and Contact Management section.
- Click Contacts. The Contact’s module List View opens.
- Select a Contact to which you want to send a message. The Summary View of that record opens.
- Click More.
- Click WhatsApp. The WhatsApp window opens.
- Select the number from the drop-down.
- Select the WhatsApp Template from the drop-down. The template message gets auto-filled in the Text field.
- Select the WhatsApp Gateway from the drop-down.
- Click + sign on the left of the text box to Attach Files. A window opens for you to select the files.
- Select the file.
- Click Open. Your file will be attached to the message.
- Click Send.