How to Send the First Message to a Client via WhatsApp Using Whatcrm

Instructions to Send the First Message to a Client via WhatsApp Using Whatcrm

Important: Ensure that the entity (deal, contact, or organization) has a working phone number correctly listed in WhatsApp. This is crucial for the Whatcrm Web messenger to function properly.

1. Open the Deal:

   • Start by opening the deal you want to initiate a conversation from. In our example, this is the deal named "Whatcrm number."

     
2. Access the Whatcrm Web Application:

   • Click on the three dots (ellipsis) located in the top right corner of the deal interface.

   • From the dropdown menu, select "Whatcrm Web." This action will open a new window of the Whatcrm messenger with the contact associated with this deal.

     
3. Compose and Send the Message:

   • In the Whatcrm Web messenger window, you will see the chat interface for the contact.

     
   • Type your message in the message input field at the bottom of the window.

   • Send the message by either pressing the Enter key on your keyboard or clicking on the airplane icon next to the input field.

Note: You can also start a chat from a contact card or an organization card by following similar steps:

• Open the contact or organization card.

• Click on the three dots (ellipsis) in the top right corner.

• Select "Whatcrm Web" from the dropdown menu to open the Whatcrm messenger and begin your conversation.

By following these steps, you can easily initiate a WhatsApp conversation with your client directly from the deal, contact, or organization page in your CRM system.