FAQs in this section
How do I reply to WhatsApp messages from Summary View?
Follow these steps to continue WhatsApp conversations from the record Summary View.
- Log in to your CRM account.
- Click the Main Menu.
- Click Essentials.
- Look for Lead & Contact Management.
- Click Contacts.
- Click the record of the contact to whom you want to reply. The Summary View of the record opens.
- Click More.
- Click WhatsApp.
You can reply and continue personalized or non-personalized WhatsApp conversations in the input box provided. You can also make voice calls, attach images, and videos, and send WhatsApp Templates by clicking the options available in the input box as shown below.