CRM

This section explains how to send WhatsApp messages from the CRM module in Odoo.

Step 1: Open a CRM Lead

1. Go to CRM ‣ Pipeline.

2. Select an existing lead.

Step 2: Click the “Send WhatsApp” Button

1. On the bottom at chatter of the form, click the WhatsApp button.

Step 3: Fill in Message Details

1. Choose a template or enter a custom message.

2. Preview the message before sending.

Step 4: Send the Message

Click the Send button to send the message via WhatsApp API.

Step 5: Whatsapp Received

Wait for schedule queue message, then check your whatsapp message

Note

If your get this warning message follow this step Templates

Important

• All messages will send in queue by schedule every 5 minutes

• You can see logs here Logs