7/27/2023 0 Comments Twilio send whatsapp messageYou can attach only one file (or document) per message.You cannot edit message templates in this window.Sending a WhatsApp Message from the List View (of different modules)įollow these steps to send a WhatsApp message from your CRM. Related WhatsApp Tab in the Summary View.The Summary View under More (⋮) > Reach out now > WhatsApp.The ListView of every record in these modules - Contacts, Organization, Leads, Vendor, Deals, Invoices, Quotes, Cases, and Internal Tickets.The WhatsApp icon appears on the screen in: Now that you have installed WhatsApp, and created standard templates, let us see how you can send and receive messages using the CRM. For the Deals module, you can select Contact or Organization module field.For example, If you select the Contact module, the Account Name, and Relation fields like Website, Phone, Employees, Revenue, and other fields will be available.The Related field is visible only when the selected module has at least one relationship field. You can now support related module fields in the WhatsApp template.Remember, WhatsApp needs to approve all standard message templates you create before you can use them.You can create our own template for all the modules.The new template will appear in the WhatsApp Templates List View. For example, you can choose salutation, phone numbers, primary email addresses, etc., and they will appear in the message textbox Merge Fields - Select and add standard merge fields.For example, you can create templates for Invoices or for Deals and so on. Module - The module to the template is attached.Assigned To - Select the employee to whom the template is assigned.Template Name - Enter the name of the template.The message textbox on the left displays standard messages along with numbers in brackets.
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