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

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