How to Send the First Message to a Client via WhatsApp Using Whatcrm
Last updated
Last updated
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.
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."
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.
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.
